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Group • Governance

The quarterly rules refresh and transcript sampling

By Brandon Aday, M.B.A. • Duration: 2 min • Type: reading

You'll be able to: run a short quarterly check that keeps templates current and catches problems in automated conversations. Rules and opinions change, and so does what the firm says. Once a quarter, the responsible attorney (or a delegate) spends an hour on two things.

This is how the lesson opens. The full lesson and its knowledge check are in the academy, with an account.

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