Wrap the day into the workpapers

1 · Learn the move · Recipe pattern

A client matter's real record is spread across a call log, a voicemail from the Service, a text from the client's bookkeeper, a reviewer's margin note, and your memory, which is gone by Monday. A ten-minute wrap-up fixes that if it always has the same shape and never has a name in it when it goes through a tool. DONE: what happened, with the matter code on every line. DECIDED: what the client, the reviewer or you decided, one line each, with who said it by role. CHANGED: any figure, date, position or scope that moved, written as old value, new value, reason, never buried in prose. OPEN: what is unfinished, each with an owner by role and a date. AUTHORITIES OPENED: what you read today, with the date, so tomorrow's VERIFY list is shorter. The model sorts your scraps into that shape and stops. It does not tidy a figure it cannot see, it never computes a deadline, and it does not add a name you did not type. The wrap-up goes in the workpapers by hand.

Here are my scraps from today on matter [code], de-identified: [paste]. Sort them into DONE (with the matter code on every line), DECIDED (one line each, who by role), CHANGED (old value, new value, reason), OPEN (owner by role, date), AUTHORITIES OPENED (what I read today, with today's date). Do not tidy a figure you cannot see in the scraps, never compute a deadline, and do not add any name. If a scrap fits nowhere, list it under UNSORTED.