AO
Approval Gate

Client-Safe Update Approval

Compare internal facts against client-safe wording — approve, request changes, then publish to the Client Portal.

Awaiting approval
3
Published this wk
8
Rejected
1
Client-safe pass rate
87%
Pending updates
Internal version · Meridian · Fortnight #6
Confidential

Discovery uncovered two internal emails materially undermining our March 2022 narrative.

Partner strategy: force specific disclosure application; do not volunteer production.

Exposure if forced: up to $2.4M plus reputational risk.

Retainer burn: 74%. Additional $32K estimated for forensic work.

Client-safe version
Client visible

Following the case management conference, we have made significant progress on discovery.

The Court's directions permit a narrowed scope of documents, which our team is now processing.

We anticipate an in-person session with your general counsel in the coming week to discuss strategic considerations.

The matter remains within the agreed budget envelope.

Review checks
  • No confidential internal detail exposed
  • No admission of adverse fact
  • Language appropriate for client audience
  • Numbers and figures match invoices
  • Legal risk not directly quantified
  • Partner reviewer approves
Client-Safe Approval · Operational Overview

Volume, pipeline position and where work is stalling right now.

Open items
23
Due this week
6
Completed (30d)
99
Breached SLA
4
Client-Safe Approval pipeline
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Client-Safe Approval · Working Register
Client-Safe Approval register
ItemMatterSubmitterScreen resultRedactionsApproverStatus
M-2041Meridian Holdings PLCJ. Hollis KC12 Jul12 AugHighIn progress
M-2039R. v. KingstonP. Adeyemi15 Jul17 AugCriticalAt risk
M-2035Nordic Shipping ASJ. Hollis KC18 Jul22 AugHighAwaiting review
M-2029Lagos Bay EstatesM. Chen21 Jul27 AugLowComplete
M-2024Vertex Biotech LtdS. Ravel24 Jul4 AugMediumOpen
M-2018Ashborn Family TrustL. Ibarra27 Jul9 AugLowIn progress
M-2011Halcyon PartnersA. Okafor2 Jul14 AugLowAt risk
M-2007Kestrel InsuranceP. Adeyemi5 Jul19 AugHighAwaiting review
M-1998Blake Industrial GmbHT. Morgan8 Jul24 AugMediumComplete
Client-Safe Approval · Board & Throughput
Client-Safe Approval board
Submitted1
Updates · Investigation stepLow
M-2024
S. Ravel12h
Screening1
Reports · Investigation stepCritical
M-2024
S. Ravel12h
Redacting1
Documents · Investigation stepHigh
M-2024
S. Ravel12h
Approved1
Invoices · Investigation stepMed
M-2024
S. Ravel12h
Released1
Chronologies · Investigation stepLow
M-2024
S. Ravel12h
Client-Safe Approval volume by category (8 weeks)
50
W22
49
W23
66
W24
65
W25
64
W26
63
W27
62
W28
61
W29
UpdatesReportsDocumentsInvoicesChronologies
Client-Safe Approval · Risk & Activity
Client-Safe Approval — operational risks
  1. 1Privileged text detected13 days
    2 drafts
    Owner J. Hollis KCEscalate to partner
  2. 2Approval queue17 days
    5 items
    Owner P. AdeyemiReassign owner
  3. 3Redaction rework21 days
    31% rate
    Owner S. RavelAdd support resource
Client-Safe Approval activity
  1. 9:31·J. Hollis KCM-2041
    Partner approval — reports update recorded
    Client-Safe Approval · audit AUD-88831
  2. 10:42·S. RavelM-2039
    Released — documents update recorded
    Client-Safe Approval · audit AUD-88844
  3. 11:53·L. IbarraM-2035
    Acknowledged — invoices update recorded
    Client-Safe Approval · audit AUD-88857
  4. 12:04·R. FenwickM-2029
    Submitted — chronologies update recorded
    Client-Safe Approval · audit AUD-88870
  5. 13:15·N. SalimM-2024
    Privilege screen — updates update recorded
    Client-Safe Approval · audit AUD-88883
  6. 14:26·J. Hollis KCM-2018
    Redaction — reports update recorded
    Client-Safe Approval · audit AUD-88896