Assign the next steps after a consultation

A consultation ends with documents to request and a follow-up to arrange. Record the agreed administrative work against the meeting so responsibilities remain visible.

Before you start

Use an authorized workspace with readable calendar events and the Meeting preparation and Meeting commitments plugins enabled. Both plugins start disabled. Confirm the meeting exists in the workspace and choose valid task assignees.

Explore the law firms workspace with fictional records. Use it to inspect the shared screens and simulated actions; configure real forms or provider connections in a workspace you control.

Work through this example

After an Alder Ridge consultation, the team agrees to request two documents and offer a follow-up appointment.

Record. Use the stored meeting as the source and write the specific documents agreed during the call.

Assign. Give the document request and appointment follow-up separate owners and due dates.

Check. Record receipt of each document in the firm’s approved system before completing the corresponding task.

Complete the workflow

1. Run Meeting preparation from Plugins to find upcoming, non-cancelled meetings in its 48-hour window. Open the source meeting and review the customer context.

2. After consultation follow-up, agree the next steps with the team. For this example: Request the agreed documents through the firm’s approved channel; confirm the next appointment.

3. Open Meeting commitments, select the stored meeting and enter the agreed tasks with descriptions, due dates and valid assignees. A plan supports one to ten tasks.

4. Choose Review workflow, then Request approval. Inspect the source, dates and owners before selecting Approve & create tasks.

5. Inspect the execution result and open the created tasks in Tasks & approvals. Complete or update them as the commitments are fulfilled.

Check the result

Assigned administrative commitments linked to the consultation. Each task has an owner and date, and the source meeting remains available when someone needs to understand the commitment.

Adapt it for your business

A matter-management App can add its own records and deadlines while reusing contacts and permissions.

For a coded variation, use Build an extension and include this example’s decision, owner and completion check in your development brief. Keep customer identity and task history in the shared services.

What to check

If the meeting is missing, check the calendar connection and source record. If a preview becomes stale, prepare it again. The preparation report identifies meetings; research or transcript extraction needs an additional implemented step. Enter the agreed checklist explicitly for this workflow.

Plugins must be enabled for their operations to run. Hosted infrastructure and connected providers may have costs; AI conversations use your configured model. Keep each human decision required by the action’s policy, and verify the result in the source screen before relying on it.