Internal working analysis: the engine's ranked position for this matter, with the conditions the rate depends on. Your file copy, not the client document.
The client-ready document. A map of considerations with sources, framed as your firm's work product. It never states an instruction and never shows a bare rate without its conditions.
Internal file notes: the assumption register, what would void the analysis, the compliance acknowledgments, and the sourcing depth behind it.
Locking builds a dated as-advised PDF, with the full scope of the analysis inside it, and emails it to you and the client. We then keep only a short receipt here: matter number, suggestion number, client name, the date, and the address it went to. We do not store the matter itself, so the durable record lives in your inbox, not on our servers. Each figure is shown as sourced and dated, not as a professional sign-off. Sends to counsel, accountant and client are logged here too.