Saltar al contenido
TrusteeClear
Menú

Documents, signatures and evidence

How documents enter, are scanned, extracted, stored, signed, exported and deleted, and how a Trust Receipt is verified.

El texto completo de esta guía está en inglés; el resumen anterior está en su idioma. Los resúmenes de las leyes y el inglés siguen siendo la fuente de referencia.

Referencia de la plataforma

Document upload and download

Disponible: sitio web y bufetes
Qué hace
Accepts a file through a signed upload into quarantine, checks its type and size, and serves a clean file back only to people with access to the matter.
Qué rechaza
  • A file opens only after a scanner marks it clean. An uploaded file waits in quarantine. Until a scan records it clean, it cannot be downloaded, previewed, parsed, sent for signature or treated as clean anywhere in the product. (Document scanning policy)
Límites
  • Uploads are checked for type, signature and size before they are accepted.
Quién puede usarlo
Signed-in people with access to the matter.
Entradas y salidas
In: A file.Out: A stored, access-controlled document.
Disponibilidad
Available to website trustees and law-firm tenants.
Uso de IA
No model
Acceso
Signed-in account, limited to its own records
Evidencia
2 automated suites run on every change.

Malware scanning and clean promotion

No habilitado en esta instalación
Qué hace
Sends each quarantined file to the scanning service and promotes it to the clean store only when the scan says clean.
Qué rechaza
  • A file opens only after a scanner marks it clean. An uploaded file waits in quarantine. Until a scan records it clean, it cannot be downloaded, previewed, parsed, sent for signature or treated as clean anywhere in the product. (Document scanning policy)
Límites
  • Retries are bounded; a file that cannot be scanned stays in quarantine.
Quién puede usarlo
Automatic for every upload.
Entradas y salidas
In: Quarantined files.Out: Clean, infected or error results on the scan ledger.
Disponibilidad
Requires a document scanning service configured for this deployment, which this deployment does not carry.
Uso de IA
No model
Acceso
Scheduled job
Evidencia
3 automated suites run on every change.

Classification and extraction

Disponible: sitio web y bufetes
Qué hace
Labels an uploaded document and extracts dates, names, amounts and clause text as fields a person confirms before anything relies on them.
Qué rechaza
  • No AI chats with you or writes to you. Software may extract dates, names and amounts from a document you upload so you can confirm them. It never converses, answers questions or writes text for you. (Consumer-lane rule I2)
  • A file opens only after a scanner marks it clean. An uploaded file waits in quarantine. Until a scan records it clean, it cannot be downloaded, previewed, parsed, sent for signature or treated as clean anywhere in the product. (Document scanning policy)
Límites
  • A low-confidence value stays unconfirmed until a person confirms it.
  • Structured use only: fields out, never prose to a reader.
Quién puede usarlo
Signed-in people with access to the matter; trust analysis is for the firm's staff.
Entradas y salidas
In: A clean document.Out: Proposed labels and fields awaiting confirmation.
Disponibilidad
Available to website trustees and law-firm tenants; the model provider configured for this deployment is present on this deployment.
Uso de IA
Structured: fields a person confirms, never prose to a reader
Acceso
Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Evidencia
2 automated suites run on every change.

Document vault

Disponible: bufetes de abogados
Qué hace
Keeps the firm's original-document register, records what is held where, and can open an administration matter from a vault record.
Qué rechaza
  • A file opens only after a scanner marks it clean. An uploaded file waits in quarantine. Until a scan records it clean, it cannot be downloaded, previewed, parsed, sent for signature or treated as clean anywhere in the product. (Document scanning policy)
Límites
  • A firm's vault is visible only to that firm.
Quién puede usarlo
The firm's staff.
Entradas y salidas
In: Vault records and documents.Out: The vault register and reconciliations.
Disponibilidad
Available to law-firm tenants.
Uso de IA
No model
Acceso
Signed-in account, limited to its own records
Evidencia
3 automated suites run on every change.

Electronic signature

Disponible: bufetes de abogados
Qué hace
Sends a clean document for signature and records the signed result, through the configured signature provider or the in-app fallback.
Qué rechaza
  • A file opens only after a scanner marks it clean. An uploaded file waits in quarantine. Until a scan records it clean, it cannot be downloaded, previewed, parsed, sent for signature or treated as clean anywhere in the product. (Document scanning policy)
  • Nothing is filed or sent on anyone's behalf. Forms and notices fill their factual blanks from the record; a person edits, sends or files them and records the delivery. The software prepares nothing for anyone and files nothing. (Claims register: self-help forms and notices)
Límites
  • Provider callbacks are accepted only with a valid signature.
  • Only a clean document can be sent.
Quién puede usarlo
The firm's staff.
Entradas y salidas
In: A clean document and its signers.Out: An envelope and its signed result on the record.
Disponibilidad
Available to law-firm tenants.
Uso de IA
No model
Acceso
Firm staff on matters they are staffed on; Provider callback with a valid signature
Evidencia
2 automated suites run on every change.

Signature-provider connection

No habilitado en esta instalación
Qué hace
Routes signature envelopes through the external signature provider instead of the in-app fallback.
Qué rechaza
Ninguno registrado
Límites
  • Without the connection, the in-app fallback signs.
Quién puede usarlo
The firm's staff.
Entradas y salidas
In: An envelope.Out: Provider status callbacks.
Disponibilidad
Requires a signature-provider account connected to this deployment, which this deployment does not carry.
Uso de IA
No model
Acceso
Inside the signed-in application
Evidencia
1 automated suite runs on every change.

Trust Receipts and verification

Disponible: sitio web y bufetes
Qué hace
Issues a receipt for an approved deliverable and lets anyone check a receipt against its record.
Qué rechaza
  • Only an eligible attorney can approve a deliverable. Approval requires a current Florida credential, an active assignment to the matter, a clear conflict check and a recent second factor, and it binds the exact artifact reviewed. The database refuses anyone else. (Claims register: attorney review on firm tenants)
Límites
  • Receipts exist only for deliverables that went through approval; coverage is not universal.
Quién puede usarlo
Anyone can verify; receipts issue on law firms' approved deliverables.
Entradas y salidas
In: A receipt identifier.Out: The receipt's recorded facts.
Disponibilidad
Available to website trustees and law-firm tenants.
Uso de IA
No model
Acceso
Public
Evidencia
2 automated suites run on every change.

Export, retention and deletion

Disponible: sitio web y bufetes
Qué hace
Exports a matter or an account's data, takes deletion requests, applies holds and retention, and records the evidence of each deletion.
Qué rechaza
Ninguno registrado
Límites
  • A legal hold stops deletion until it is released.
  • Abandoned uploads and expired quarantine objects are removed on a schedule.
Quién puede usarlo
Account holders for their own data; the firm's staff for its matters.
Entradas y salidas
In: An export or deletion request.Out: An export file, or a deletion with its evidence record.
Disponibilidad
Available to website trustees and law-firm tenants.
Uso de IA
No model
Acceso
Scheduled job; Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Evidencia
2 automated suites run on every change.

Esta compilación

Source commit
9b7ff8f1f1c49e6088a15c891886364873e9e665
Built
Release run
36096103588 (attempt 1)
Required checks
  • CI (verify, end-to-end, Lighthouse gate): run 36095197104 (attempt 1)
  • Row-level security matrix: run 36095197149 (attempt 1)
  • Security scan (secrets, static analysis, dependencies): run 36095197106 (attempt 1)

Availability and counts on this page were computed when this build ran, from its own configuration and the records committed at its source commit.