TakePublic

Review threads and changes

Comments, the changes requested loop, and review diffs in the filing workspace.

Filing workspace: discussion
The discussion tab on a filing showing a counsel comment requesting a change and the company's reply
A discussion thread on a filing: counsel asks for a change, the company replies. Anchored comments on specific draft text work the same way in the Comments tab.

Comments on sections

Team members, auditors, and counsel can leave comments on filing sections during review. Comments stay with the section so context is not lost between rounds.

Changes requested

Counsel can move a filing from counsel review to changes requested when edits are needed.

  1. Return the filing to draft.
  2. Make the requested changes.
  3. Resubmit the filing to counsel review.
Note

The counsel gate applies on every round.

Review diff

When content changes between review rounds, the workspace shows a diff so reviewers can see what changed since the last version. Sign-off always binds to the current document hash.

Review brief

During counsel review, counsel can generate a Review brief: an AI summary of what changed this round plus citation flags such as empty sections, uncited sections, and low citation coverage. Counsel still reviews every section before sign-off.

Note

The review brief is a starting aid for counsel, not a substitute for reading the filing.

Was this helpful?

Up next

Notifications and mentions

Who gets notified on each handoff, mentions, discussion threads, and reply-by-email.

Related content

Still need help?

Sign in and open the Help widget from the lower right corner to message the team. Replies land in the app and by email.

TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.