What Cedent does automatically vs. what waits for your approval
Cedent is built to be approval-gated: it does the organizing work on its own, but it never sends anything to the outside world or commits an official action without you. The rule of thumb is simple — Cedent will read, sort, and prepare freely; anything that leaves your hands or becomes official waits for your approval. This page draws that line clearly.
What Cedent does automatically
Section titled “What Cedent does automatically”These are internal, reversible, organizing actions — Cedent does them so you do not have to:
- Reads and files your email into the right matter, and asks when it is unsure rather than guessing.
- Builds and updates the synopsis and timeline as new email and documents arrive.
- Reads documents, including scanned PDFs and images, so their contents are available to the case.
- Identifies the people on a matter and checks for conflicts.
- Surfaces deadlines it finds and writes your daily brief.
- Prepares drafts — replies, forms, letters — and places them in your review queue.
The common thread: every one of these is reversible and stays inside Cedent. If Cedent files an email in the wrong place or records a fact you disagree with, you can correct it, and nothing has left the building. Better-sourced information can update a fact in the synopsis automatically, but the change is always recorded, and genuinely conflicting information is held for you rather than overwritten.
What always waits for you
Section titled “What always waits for you”These actions leave your hands or become official, so Cedent never takes them on its own:
- Sending an email. Drafts wait in your queue. Nothing goes out until you approve it, and then it sends from your own mailbox.
- Filing or finalizing a document. Cedent prepares court forms and other documents, but you review and file them — it does not submit anything to a court.
- Creating a matter. Cedent suggests new matters; you create them, after a conflict check.
- Resolving a conflicting fact. When information genuinely contradicts what is on file, you make the call.
The common thread here is the mirror image: each of these is hard to take back or carries weight with someone outside your firm, so a person decides.
Your corrections are final
Section titled “Your corrections are final”When you assign an email, move it, or resolve a fact by hand, Cedent treats that as authoritative. It will not quietly override a decision you made. A manual correction is the strongest signal Cedent has, and it carries forward to similar situations — teach it once and it follows your lead.
Common questions
Section titled “Common questions”Can I set Cedent to send routine replies automatically? No — and that is deliberate. Sending is always gated on your approval. You can move quickly through the queue, but a person approves every message that goes out.
Cedent did not file an email I expected it to. Why? Automatic filing happens only on strong signals. If an email was ambiguous — your firm was only CC’d, or only one party’s name matched — Cedent leaves it in triage for you rather than risk filing it wrong. See How emails are associated to a matter.
Will Cedent ever take an outside action without me? No. Reading and organizing happen automatically; anything that sends, files, or finalizes waits for your approval.