investigation-summary

To write an audience-safe investigation summary, you draft an HR-specific version that excludes attorney mental impressions, credibility methodology, and legal exposure analysis. This protects privileged work product while clearly communicating the investigation substance to HR.

Tailoring an investigation memo involves generating audience-specific versions with the correct level of detail for leadership and outside counsel. The same investigation substance is stripped down or retained based on the specific reader's role and privilege requirements.

Yes, if no investigation memo exists yet, the workflow prompts you to draft the memo first. Once the initial memo is created, the system derives the appropriate audience-specific summary from that document.

HR investigation summaries must exclude attorney mental impressions, credibility methodology, and legal exposure analysis. Removing these privileged elements ensures the communication remains audience-safe and does not inadvertently waive legal protections.

Creating multiple audience versions from a privileged investigation involves applying audience-specific exclusion rules to one source memo. You choose the audience role, and the system generates a corresponding stripped-down summary for HR, leadership, or outside counsel.