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Review, approval and legal authority

The attorney's rails: document review with atomic decisions, deliverable approval by an eligible attorney, the statute library and Florida research.

Platform reference

Document review recommendations

Available: law-firm tenants
What it does
Reads an uploaded document for the firm and places recommendations on the alert rail for an attorney to approve, revise or dismiss.
What it refuses
  • Generative AI is reachable only by a law firm's staff. Model prose is produced only behind a firm-staff session in a law-firm tenant and reaches a client only after an attorney acts on it. Sandbox and demonstration sessions are refused. (Consumer-lane rule I2 and the generative gate)
  • A citation that does not resolve is flagged, never shown as authority. Research answers draw only on the attested statute library, and retrieval fails closed: a section outside the library renders as an unverified flag. (Generative boundary: research engine)
Limits
  • A recommendation changes nothing until an attorney decides it.
Who may use it
The firm's staff; decisions belong to an attorney or an assigned legal reviewer.
Inputs and outputs
In: A clean document on the matter.Out: Recommendations on the alert rail.
Availability
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
AI use
Generative: firm staff only, and a client sees it only after an attorney acts
Access
Firm staff on matters they are staffed on
Evidence
2 automated suites run on every change.

Review decisions and finalisation

Available: law-firm tenants
What it does
Records each approve, revise or dismiss decision as one transaction with its history and the working text, and finalises a review session only when nothing is open.
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
  • A decision on a stale version, or on a changed set of recommendations, is refused and writes nothing.
  • A retried request replays the recorded outcome once.
Who may use it
An attorney or an assigned legal reviewer of the matter.
Inputs and outputs
In: A decision, the version it was made on, and an idempotency key.Out: The decision record, the working text and the audit entry.
Availability
Available to law-firm tenants.
AI use
No model
Access
Firm staff on matters they are staffed on
Evidence
4 automated suites run on every change.

Trust intelligence

Available: law-firm tenants
What it does
Runs deterministic clause rules over a trust's transcribed clauses and the recorded facts and raises findings for the firm, with severity decided by rule.
What it refuses
  • No model writes a word or a number into a court form, notice or accounting. Court forms, statutory notices, packets and fee disclosures are assembled from deterministic templates, and accounting totals are computed from ledger rows. (Generative boundary: level L2)
Limits
  • Findings are for the firm's attorney; none reaches a client unreviewed.
Who may use it
The firm's staff.
Inputs and outputs
In: Clause transcriptions and matter facts.Out: Findings on the alert rail.
Availability
Available to law-firm tenants.
AI use
No model
Access
Firm staff on matters they are staffed on
Evidence
2 automated suites run on every change.

Attorney approval of deliverables

Available: law-firm tenants
What it does
Assigns an eligible reviewer, runs the conflict check, prepares the packet and records the attorney's approval of the exact artifact with its receipt.
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
  • An artifact changed after review cannot be approved.
  • Credentials are recorded and revoked by platform administrators only.
Who may use it
Firm administrators assign; an attorney with a current Florida credential approves.
Inputs and outputs
In: The deliverable, the credential and the assignment.Out: The approval, the delivery and the Trust Receipt.
Availability
Available to law-firm tenants.
AI use
No model
Access
Firm staff on matters they are staffed on
Evidence
3 automated suites run on every change.

Statute library and statute watch

Available: law-firm tenants
What it does
Keeps the attested Florida statute library, records legal authority, and watches the Legislature's pages for changes to the sections the product relies on.
What it refuses
  • A citation that does not resolve is flagged, never shown as authority. Research answers draw only on the attested statute library, and retrieval fails closed: a section outside the library renders as an unverified flag. (Generative boundary: research engine)
Limits
  • A statute's summary shows only after attorney attestation; otherwise the official text is linked.
Who may use it
The firm's staff; attestation by an attorney.
Inputs and outputs
In: Official statute text and recorded authority.Out: The library, change records and the verbatim statute panels.
Availability
Available to law-firm tenants.
AI use
No model
Access
Scheduled job; Firm staff on matters they are staffed on
Evidence
4 automated suites run on every change.

Florida research

Available: law-firm tenants
What it does
Answers a staff research question from the attested statute library only, and writes impact memos when a watched statute changes.
What it refuses
  • A citation that does not resolve is flagged, never shown as authority. Research answers draw only on the attested statute library, and retrieval fails closed: a section outside the library renders as an unverified flag. (Generative boundary: research engine)
  • Generative AI is reachable only by a law firm's staff. Model prose is produced only behind a firm-staff session in a law-firm tenant and reaches a client only after an attorney acts on it. Sandbox and demonstration sessions are refused. (Consumer-lane rule I2 and the generative gate)
  • Model use stops at the monthly spend ceiling. The model gateway refuses a call once the platform's monthly ceiling is reached, and a failure of the ceiling check refuses the call too. (Abuse controls: spend ceiling)
Limits
  • Retrieval fails closed: no attested text, no answer.
Who may use it
The firm's staff in a law-firm tenant; the attorney decides.
Inputs and outputs
In: A question, or a statute change.Out: An answer with resolved citations, or an impact memo.
Availability
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
AI use
Generative: firm staff only, and a client sees it only after an attorney acts
Access
Firm staff on matters they are staffed on
Evidence
2 automated suites run on every change.

Action requests and task proof

Available: law-firm tenants
What it does
Lets a firm's client trustee ask the firm before a gated action and submit proof for a task, and lets the firm clear, decline or review them.
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
  • Clearing or declining a gated action is an attorney's or legal reviewer's decision.
Who may use it
A firm's client trustee asks; the firm's attorney decides.
Inputs and outputs
In: A requested action or a task submission.Out: The firm's decision on the record.
Availability
Available to law-firm tenants.
AI use
No model
Access
Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Evidence
3 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.