Handing the draft off to outside counsel
How to invite counsel as a reviewer, what they can do, and how to roll back unwanted edits.
Outside counsel reviews every filing before it ships. The platform handles the handoff in one click, with all the comment, redline, and audit infrastructure already wired.
Inviting counsel
Open the draft, click Reviewers, then Add Reviewer. Enter the counsel email, the firm name, and the role (Outside Counsel, PCAOB Auditor, Internal Counsel, IR, or Other). The system sends them a magic link that signs them into a constrained Reviewer mode.
What they see in Reviewer mode
In Reviewer mode, counsel sees the full draft, the Vault context block for each section, and the change history. They can comment inline, propose redlines, suggest replacement language, and download the draft as a DOCX with track changes turned on.
They cannot trigger the Concierge to draft new sections, cannot modify the Vault, cannot invite additional reviewers, and cannot file. Those actions remain with you.
Accepting and rejecting redlines
When counsel proposes a redline, you see it in the Comments panel. Each proposal has Accept and Decline buttons.
- Accept and the proposal merges into the locked draft.
- Decline and the proposal is recorded for the audit trail but the draft is unchanged.
Rolling back
Every edit creates a snapshot. Click History at the top of any section to see every snapshot, with timestamps and authors. You can roll back to any prior snapshot. Rollbacks are audited; they show up in the export package as part of the section history.
When counsel leaves
Counsel access is per-draft, not per-workspace. When the filing ships, the magic link expires automatically. To remove counsel sooner, open Reviewers and click Revoke. The next time they try the link they get a 404.