Tutorial: draft a source-cited memo

When a file is ready

A research file is usually ready for memo drafting when selected decisions have been reviewed, Lens findings have been considered, citation readiness is visible and the research question is clear.

Walkthrough

Memo generation should be the synthesis step after source review, not the first step in research.

1. 1Open a research file.
2. 2Review selected decisions, source links, snippets and uncertainty flags.
3. 3Check the evidence workbook, fact-pattern comparator and Lens panels where available.
4. 4Promote only Lens citations that should enter memo context.
5. 5Open Continue to memo or Generate memo from reviewed sources.
6. 6Review the Case Assessment Pack, Memo Maturity Panel and Citation Readiness Check.
7. 7Approve the suggested research plan, then generate the research memo.
8. 8Open the memo detail page and check every cited source before use.

The generated memo is research assistance. It is not advice and should not be used without source checking and professional judgement.

After generation

Read the structured briefing, inspect source-supported facts, compare source references, and treat missing or weak citation support as a review item before relying on the draft.