Legal Services Offshore blog
Source packs for factual client updates
Assemble approved matter facts for an attorney-reviewed update without making promises or offering legal advice.
Defined workflowAttorney review gatesPractical escalation
Use approved fields
Collect current status, completed actions, open requests, and source dates from the firm’s named systems.
Mark stale information
Show missing owners, conflicting entries, and old dates as questions instead of resolving them silently.
Hold the message
Keep the source pack with the draft until the attorney approves wording, recipients, and commitments.