legal-briefing

Preparation Workflow

Phase 1: Define the Meeting

Extract or confirm these details from the user's request or calendar:

• Title and category: What is the meeting called, and what type is it? (transaction review, governance session, vendor discussion, internal sync, client call, regulatory engagement)
• Attendees: Who will be in the room? What positions do they hold and what outcomes are they seeking?
• Topics: Is there a published agenda? What subjects will be addressed?
• Legal team posture: What role does the attorney play in this meeting? (counselor, presenter, silent observer, lead negotiator)
• Prep window: How much lead time is available?

Phase 2: Map Preparation Requirements

Each meeting category drives a different preparation focus: