Skip to content

Documents, signatures and evidence

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

Platform reference

Document upload and download

Available: website and law firms
What it does
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.
What it refuses
  • 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)
Limits
  • Uploads are checked for type, signature and size before they are accepted.
Who may use it
Signed-in people with access to the matter.
Inputs and outputs
In: A file.Out: A stored, access-controlled document.
Availability
Available to website trustees and law-firm tenants.
AI use
No model
Access
Signed-in account, limited to its own records
Evidence
2 automated suites run on every change.

Malware scanning and clean promotion

Not enabled on this deployment
What it does
Sends each quarantined file to the scanning service and promotes it to the clean store only when the scan says clean.
What it refuses
  • 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)
Limits
  • Retries are bounded; a file that cannot be scanned stays in quarantine.
Who may use it
Automatic for every upload.
Inputs and outputs
In: Quarantined files.Out: Clean, infected or error results on the scan ledger.
Availability
Requires a document scanning service configured for this deployment, which this deployment does not carry.
AI use
No model
Access
Scheduled job
Evidence
3 automated suites run on every change.

Classification and extraction

Available: website and law firms
What it does
Labels an uploaded document and extracts dates, names, amounts and clause text as fields a person confirms before anything relies on them.
What it refuses
  • 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)
Limits
  • A low-confidence value stays unconfirmed until a person confirms it.
  • Structured use only: fields out, never prose to a reader.
Who may use it
Signed-in people with access to the matter; trust analysis is for the firm's staff.
Inputs and outputs
In: A clean document.Out: Proposed labels and fields awaiting confirmation.
Availability
Available to website trustees and law-firm tenants; the model provider configured for this deployment is present on this deployment.
AI use
Structured: fields a person confirms, never prose to a reader
Access
Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Evidence
2 automated suites run on every change.

Document vault

Available: law-firm tenants
What it does
Keeps the firm's original-document register, records what is held where, and can open an administration matter from a vault record.
What it refuses
  • 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)
Limits
  • A firm's vault is visible only to that firm.
Who may use it
The firm's staff.
Inputs and outputs
In: Vault records and documents.Out: The vault register and reconciliations.
Availability
Available to law-firm tenants.
AI use
No model
Access
Signed-in account, limited to its own records
Evidence
3 automated suites run on every change.

Electronic signature

Available: law-firm tenants
What it does
Sends a clean document for signature and records the signed result, through the configured signature provider or the in-app fallback.
What it refuses
  • 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)
Limits
  • Provider callbacks are accepted only with a valid signature.
  • Only a clean document can be sent.
Who may use it
The firm's staff.
Inputs and outputs
In: A clean document and its signers.Out: An envelope and its signed result on the record.
Availability
Available to law-firm tenants.
AI use
No model
Access
Firm staff on matters they are staffed on; Provider callback with a valid signature
Evidence
2 automated suites run on every change.

Signature-provider connection

Not enabled on this deployment
What it does
Routes signature envelopes through the external signature provider instead of the in-app fallback.
What it refuses
None recorded
Limits
  • Without the connection, the in-app fallback signs.
Who may use it
The firm's staff.
Inputs and outputs
In: An envelope.Out: Provider status callbacks.
Availability
Requires a signature-provider account connected to this deployment, which this deployment does not carry.
AI use
No model
Access
Inside the signed-in application
Evidence
1 automated suite runs on every change.

Trust Receipts and verification

Available: website and law firms
What it does
Issues a receipt for an approved deliverable and lets anyone check a receipt against its record.
What it refuses
  • 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)
Limits
  • Receipts exist only for deliverables that went through approval; coverage is not universal.
Who may use it
Anyone can verify; receipts issue on law firms' approved deliverables.
Inputs and outputs
In: A receipt identifier.Out: The receipt's recorded facts.
Availability
Available to website trustees and law-firm tenants.
AI use
No model
Access
Public
Evidence
2 automated suites run on every change.

Export, retention and deletion

Available: website and law firms
What it does
Exports a matter or an account's data, takes deletion requests, applies holds and retention, and records the evidence of each deletion.
What it refuses
None recorded
Limits
  • A legal hold stops deletion until it is released.
  • Abandoned uploads and expired quarantine objects are removed on a schedule.
Who may use it
Account holders for their own data; the firm's staff for its matters.
Inputs and outputs
In: An export or deletion request.Out: An export file, or a deletion with its evidence record.
Availability
Available to website trustees and law-firm tenants.
AI use
No model
Access
Scheduled job; Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Evidence
2 automated suites run on every change.

This build

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.