Structured gap analysis across your matter documentation. Advocate reviews your Record against what a defensible position on a matter like yours is reasonably expected to have — and against your own uploaded contracts, policies, minutes, and procedures.
Compares your Record against what a defensible position on a matter like yours is reasonably expected to show — contemporaneous reports, named witnesses, records of prior conduct.
Reference-document review
Compares your Record against your own uploaded contracts, policies, minutes, and procedures — and names where what was required doesn't match what was done.
Flag on demand
Runs whenever you need a fresh read. A new entry, a new document, a new pass — each one surfaces gaps against both standards.
Gaps, not guesses.
Present isn't enough. When a matter goes sideways, what's missing often determines the outcome as much as what's there. A defensible position is assessed on both — the evidence you documented, and the evidence you didn't. Advocate reviews your Record two ways at once: against what a defensible position on a matter like yours is reasonably expected to have, and against the reference documents that actually govern the matter — your contracts, your policies, your procedures, your meeting minutes. Where those documents required something the Record doesn't reflect, Advocate names it.
Advocate does not characterize your matter. It does not assess merits. It does not recommend what to do about a gap, and it does not act on your behalf. That line stays with the lawyer — which is what Counsel is for. Advocate identifies the gap and stops. That separation is deliberate. It's what keeps each service doing exactly what it's meant to do.
Three matters. Three gaps.
Advocate in practice.
A delivery trailer clips a bollard on a Tuesday morning.
The driver notes it on the run sheet. Photos are taken. A week later, the site owner's demand letter lands, attaching their own version of events. Advocate reviews the matter and flags the absence of a day-of-incident internal report — a contemporaneous account written before anyone on the other side put a version on the table. The photos are there. The run-sheet note is there. What isn't there is what Advocate flagged.
The disciplinary policy is eight pages, and one paragraph governs.
The employee handbook is uploaded to the matter. Paragraph 4.2 requires a second manager present during any disciplinary conversation. The Record shows a 1:1 meeting — thoroughly documented, but solo. Advocate compares policy against Record and flags the mismatch: what paragraph 4.2 required, and what the Record shows happened. Whether that mismatch matters, and what to do about it, isn't what Advocate is for.
The service agreement is eleven pages long, and one clause governs timing.
The janitorial contract is uploaded to the matter. Clause 7 requires written notice of a performance issue within ten business days of the issue arising. The Record shows a verbal complaint on day seven and the first written email on day eighteen. Advocate compares contract against Record and flags the mismatch between what the clause required and what the timeline shows. The complaint was made. The written notice the contract demanded wasn't on time. Advocate flagged the gap.
FAQs
Got questions? Here's the answers.
Advocate reviews your Record two ways at once — against what a defensible position on a matter like yours is reasonably expected to have, and against your own uploaded reference documents (contracts, policies, meeting minutes, handbooks, procedures) — and tells you where what's recorded doesn't match what's expected or required. It runs on demand. It doesn't summarize what's there, and it doesn't tell you what to do about what's not.
No. Advocate is a documentation-review tool. It identifies gaps in what you've recorded; it doesn't characterize your matter, assess its merits, or recommend a course of action. Legal advice is what Counsel is for, and Counsel is separate — supervised by a licensed Alberta lawyer, with solicitor-client privilege attaching from your first referral.
Two standards, applied together. The first is what a defensible position on a given matter type typically depends on — contemporaneous reports, named-witness accounts, records of repeated conduct. The second is whatever your own documents require: a contract with a notice period, a policy with a procedure, minutes that commit the organization to a follow-up. Advocate compares the Record to both and names the mismatch. The standard is "what a careful reviewer would expect to see, and what your own documents required" — not "what would win."
No. Advocate identifies the gap and stops. What to do next — whether to act on it, how to act on it, whether it changes your position — is not what Advocate is for. That's what Counsel is for.
As often as your matter changes. A new entry in Record is a reason to run it. A new piece of correspondence is a reason to run it. A new document uploaded — a signed contract, an updated policy, a set of minutes — is a reason to run it. Advocate is built to be re-run. Each pass is a fresh read against the current state of your Record and everything that governs it.