Board minutes

Choose a board-minute review for your client and period, and review proposed changes before approving them.

Read reviews

Tool	Tool name	Example prompt
Find reviews	list_board_minute_reviews	List the board-minute reviews for [client] in [period].
Read a review	get_board_minute_review	Show the matters, findings and annotations in [board-minute review], with their evidence references.
Read the engagement profile	get_board_minute_engagement_profile	Show the engagement profile used for the board-minute review of [client] in [period].
Open the Excel export	get_board_minute_export	Give me the portal link to the Excel export for [board-minute review].

Prepare and approve actions

Tool	Tool name	Example prompt
Prepare a review	propose_board_minute_review	Preview a new board-minute review using [uploaded documents] for [client] in [period]. Wait for my approval.
Create the approved review	confirm_board_minute_review	I approve the exact review shown in [review proposal]. Create it and show the result.
Prepare analysis	propose_board_minute_analysis	Preview analysing [board-minute review] using the engagement settings. Wait for my approval.
Start approved analysis	confirm_board_minute_analysis	I approve the analysis shown in [analysis proposal]. Start it and show its progress.
Prepare an annotation	propose_board_minute_annotation	Preview an annotation on [selected passage] in [review document] about [matter]. Wait for my approval.
Add the approved annotation	confirm_board_minute_annotation	I approve the annotation shown in [annotation proposal]. Add it to the review.
Prepare a matter edit	propose_board_minute_matter_update	Preview updating [matter] in [board-minute review] with [reviewer comment or change]. Show the differences and wait for my approval.
Save the approved matter edit	confirm_board_minute_matter_update	I approve the exact changes shown in [matter update proposal]. Save them and show the updated matter.
Prepare sign-off	propose_board_minute_sign_off	Preview signing off [completed board-minute review]. Show the effect on further editing and wait for my approval.
Sign off the approved review	confirm_board_minute_sign_off	I approve the sign-off shown in [sign-off proposal]. Sign off that review and show the result.