Halloran & Vale LLP

This is our own company brain.

Halloran & Vale LLP is four engineers in Cambridge. What you are looking at is what we actually know — the mistakes that cost us a day, the decisions we made and why, the things we measured instead of assuming. None of it is invented.

Every answer also shows what the same question sounds like inside a firm like yours. We would rather learn your version than guess at it.

Client names under NDA, our pipeline and pricing under negotiation are in our brain and deliberately not in this slice. Deciding that is the same approval step you would use.

What an approver can do

Sign a proposed note, so the firm can read it. Turn one down. Rewrite it before signing.

What nobody can do

Sign their own. You never see a note you prepared — the queue leaves them out, and the server refuses them.

Approvers at Halloran & Vale LLP: Ray Alvarez, Dana Reyes, Denise Okafor, Miguel Ruiz, Amy Chen, Neel Bhatt, Jim Vale, Ellen Dorsey, Hannah Park

What we're allowed to read

It can only answer from what you connect, and it only ever reads. We ask for read permission and nothing else.

6documents read
0write operations, all time
38items not read

SharePoint

Specific sites and document libraries you pick.

2 items · latest 2026-09-10
Simulated export

Outlook

Specific mailboxes, with a date floor.

1 items · latest 2026-09-11
Simulated export

Google Drive

Only the folders you select in the picker.

1 items · latest 2026-09-12
Simulated export

Box

Specific folders you pick.

Simulated export

Drop files in

Anything else. Drag a folder.

Simulated export

These five are the whole list. We don't connect to Teams, Slack, or your practice-management system.

What your IT admin would approve

Shown here before you click anything, so nothing in the consent screen is new.

PermissionWhyAdmin consent
Sites.SelectedRead only the specific SharePoint sites you pick. Granted per site.Yes
Mail.ReadRead the mailboxes you name, from the date floor you set.Yes
User.Read.AllMap who is who, so answers can say who wrote something.Yes
Not requested

Sites.FullControl.All · Files.ReadWrite.All · Mail.Send · Mail.ReadWrite · Directory.ReadWrite.All

We never ask for these, so there is no setting that turns writing on. An hour after you connect, your own Microsoft audit log will show reads and no writes.

Coverage

Connected · partial coverage. Nothing was modified.

31 itemsExcluded by your own rules — libraries named Personnel, Payroll, Independence.
7 itemsCould not be read — access denied, or password-protected. Your admin can grant these.

Answers don't include these 38 items, and an answer that touches one of them says so. We try them again on the next sync instead of marking them done.