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Desk is the attorney’s work surface for items that need attention. It should keep attorneys focused on review, decisions, and judgment instead of forcing them to hunt through disconnected tools.

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What belongs on Desk

Desk should surface:
  • Workup output ready for attorney review.
  • Deadline-sensitive case items.
  • Intake issues that need attorney judgment.
  • Case questions, corrections, and escalations.
  • Follow-up work that blocks progress.

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What does not belong on Desk

Desk should not become a dumping ground for every low-value task. Routine administrative work should stay with the person responsible for it unless attorney judgment is needed.

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Working from Desk

Open the item, review the source case context, make the decision, and record the result. The goal is a smaller, clearer set of attorney decisions.
Last modified on June 22, 2026