Walk into the consult prepared.
If professional help becomes useful, export a consultation-ready packet built from your real records: the timeline, the letters, the logs, your checklist, and your questions, in your words. The meeting starts at the real issue instead of reconstructing dates.
Built from your real records, not a form.
Everything you organized in Case Pulse and Legal Memory comes together in one packet. Every entry keeps its provenance label, so a professional can see at a glance what is official, what you recorded, and what Trusty Law explained.
- Cover page and manifest
- Your matter summary
- Full chronology, every entry labeled by where it came from
- Status history, including the quiet stretches
- Document index with the details you confirmed
- Call and service request logs
- Workflow checklists and their state
- Your open questions, in your words
- Readiness summary
- Every official source cited
- Your own notes
You decide what it shows and who sees it.
Redaction before sharing
Hide names, mask receipt numbers, hide document labels. You decide what the packet shows before anyone else sees it.
Versioned, always
Every packet has a version, so you and your advisor always know which one you are looking at.
Links that expire and revoke
Share through a view-only link that expires on your schedule, and turn it off at any moment.
Your records stay yours
Sharing a packet never transfers your workspace. Export or delete everything, anytime.
Paid time spent on judgment, not archaeology.
Most consultations begin with rebuilding the story: which notice arrived when, what the status said in March, which call promised what. Arriving with an organized, dated, source-labeled record means the professional starts at the question that actually needs their judgment.
Your record stays yours. Bring it into any conversation, decision, or next step.
- Dates come from the record, not from memory
- The letters are attached where they belong on the timeline
- Your questions are written down before the clock starts
- The readiness summary shows what is complete and what is not