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Référence de la plateforme

Chaque capacité que TrusteeClear offre aux cabinets : ce qu'elle fait, ce qu'elle refuse, ses limites, qui peut l'utiliser et si ce déploiement la propose.

Le texte intégral de ce guide est en anglais ; le résumé ci-dessus est dans votre langue. Les résumés des lois et l'anglais restent la source de référence.

Comment la disponibilité est déterminée

Availability is computed for this deployment, never declared. A capability shows as available only when it is not retired, the configuration it needs is present here and an automated suite exercises it on every change. Anything else says so.

  • Disponible : cabinets d'avocats
  • Disponible : site web et cabinets
  • Non activé sur ce déploiement
  • Preuves en attente
  • Retiré

Groupes de capacités

  • Matter desk and command center

    How a firm runs its administrations day to day: the Today desk, the matter lifecycle, command navigation, Matter Brain and the Monday briefing.

    6 capabilities · 6 disponible : cabinets d'avocats

  • 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.

    7 capabilities · 7 disponible : cabinets d'avocats

  • The trustee and beneficiary portal

    What a trustee and a beneficiary use: the trustee desk, messages to the firm, the beneficiary portal, the calendar feed, hand-off to a firm and support.

    6 capabilities · 5 disponible : site web et cabinets · 1 preuves en attente

  • Documents, signatures and evidence

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

    8 capabilities · 2 disponible : cabinets d'avocats · 4 disponible : site web et cabinets · 2 non activé sur ce déploiement

  • Ledger, statements and accounting

    The trust ledger, statement import, optional bank feeds and the accounting packet under section 736.08135.

    4 capabilities · 1 disponible : cabinets d'avocats · 2 disponible : site web et cabinets · 1 non activé sur ce déploiement

  • Deadlines, notices and court forms

    The role check, the deadline engine, statutory notices, the duties packet, court-form drafts and calendar sync.

    6 capabilities · 1 disponible : cabinets d'avocats · 4 disponible : site web et cabinets · 1 non activé sur ce déploiement

  • Integrations and the platform API

    The read-only platform API, practice-management sync, and the Word and Outlook add-ins.

    4 capabilities · 3 disponible : cabinets d'avocats · 1 non activé sur ce déploiement

  • Firm administration and billing

    Team roles, firm branding and onboarding, adding a client, and billing.

    5 capabilities · 5 disponible : cabinets d'avocats

Points de service internes

These endpoints serve the product rather than offer a capability, so they are listed here by purpose instead of receiving their own pages.

  • Deployment identity and database probe
  • Content-security-policy report sink
  • Dictionary for the marketing pages' interactive parts
  • Verbatim statute text for the public statute panels
  • Public founding-membership counter
  • Access-code sign-in to the demonstration tenant
  • Sign-in to the synthetic sandbox tenant
  • Working-session request form
  • Accessibility feedback form
  • Platform triage of accessibility feedback
  • Platform growth reporting
  • Platform provisioning of a law-firm tenant
  • Platform attorney-network roster
  • Platform issuance of membership codes
  • Partner door for the EstateDraftFL bundle
  • Partner door for the EstateDraftFL bundle (revocation)
  • Partner referral records
  • Membership-code redemption on the website
  • Website purchase checkout
  • Dormant payment rail; signature-verified, applies nothing unless configured

Centre de preuves

Cette version

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.