Dossier Maintenance

When and how to refresh attorney research dossiers.

Refresh Triggers

Re-run the attorney research dossier prompt when any of the following occur:

Trigger	Why
New recognition or award	Changes submission readiness and editorial angles
New case outcome (verdict, settlement)	Strengthens trial experience section
Bar status change (new jurisdiction, status change)	Core credential update
Annual refresh (12 months since last dossier)	Sources go stale, directory data changes
Pre-submission to a major directory	Ensure all data is current before submitting
Client provides confirmation responses	Update “Needs client confirmation” items with verified data
Firm changes (new partner, office move, rebrand)	Structural info may be outdated

Refresh Process

1. Review the existing dossier

• Read through the current dossier
• Note which items were “Not found” or “Needs client confirmation” — have any been resolved?
• Check the source log — are any sources likely stale (more than 12 months old)?

2. Re-run targeted research

• Don’t re-run the full dossier prompt if only one section changed
• For a new award: verify with the awarding body and update Section 5 (Recognitions)
• For a new case: verify via court records and update Section 4 (Trial/Case Experience)
• For a bar status change: verify via the state bar directory and update Section 2 (Credentials)

3. Update the dossier file

• Edit the existing dossier in place (don’t create a new file)
• Update the confidence labels if new evidence changes a rating
• Add new sources to the source log
• Update the “Items Needing Follow-Up” section — remove resolved items, add new ones

4. Update dependent files

After updating a dossier, check whether these need updating too:

• Attorney bio in bios/ — does it reflect the new information?
• Active campaign files — do any submissions need updated data?
• Client README — does the open items list need updating?

5. Notify

• If the update affects an active campaign or pending submission, flag it immediately
• If the update reveals a problem (discipline action, conflicting information), escalate to the client contact

Annual Refresh Schedule

Set a reminder for each client to do a full dossier refresh:

Client	Last Full Refresh	Next Due

Update this table as refreshes are completed.