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Documents, signatures and evidence

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

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.

Référence de la plateforme

Document upload and download

Disponible : site web et cabinets
Ce qu'il fait
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.
Ce qu'il refuse
  • 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)
Limites
  • Uploads are checked for type, signature and size before they are accepted.
Qui peut l'utiliser
Signed-in people with access to the matter.
Entrées et sorties
In: A file.Out: A stored, access-controlled document.
Disponibilité
Available to website trustees and law-firm tenants.
Usage de l'IA
No model
Accès
Signed-in account, limited to its own records
Preuves
2 automated suites run on every change.

Malware scanning and clean promotion

Non activé sur ce déploiement
Ce qu'il fait
Sends each quarantined file to the scanning service and promotes it to the clean store only when the scan says clean.
Ce qu'il refuse
  • 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)
Limites
  • Retries are bounded; a file that cannot be scanned stays in quarantine.
Qui peut l'utiliser
Automatic for every upload.
Entrées et sorties
In: Quarantined files.Out: Clean, infected or error results on the scan ledger.
Disponibilité
Requires a document scanning service configured for this deployment, which this deployment does not carry.
Usage de l'IA
No model
Accès
Scheduled job
Preuves
3 automated suites run on every change.

Classification and extraction

Disponible : site web et cabinets
Ce qu'il fait
Labels an uploaded document and extracts dates, names, amounts and clause text as fields a person confirms before anything relies on them.
Ce qu'il refuse
  • 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)
Limites
  • A low-confidence value stays unconfirmed until a person confirms it.
  • Structured use only: fields out, never prose to a reader.
Qui peut l'utiliser
Signed-in people with access to the matter; trust analysis is for the firm's staff.
Entrées et sorties
In: A clean document.Out: Proposed labels and fields awaiting confirmation.
Disponibilité
Available to website trustees and law-firm tenants; the model provider configured for this deployment is present on this deployment.
Usage de l'IA
Structured: fields a person confirms, never prose to a reader
Accès
Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Preuves
2 automated suites run on every change.

Document vault

Disponible : cabinets d'avocats
Ce qu'il fait
Keeps the firm's original-document register, records what is held where, and can open an administration matter from a vault record.
Ce qu'il refuse
  • 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)
Limites
  • A firm's vault is visible only to that firm.
Qui peut l'utiliser
The firm's staff.
Entrées et sorties
In: Vault records and documents.Out: The vault register and reconciliations.
Disponibilité
Available to law-firm tenants.
Usage de l'IA
No model
Accès
Signed-in account, limited to its own records
Preuves
3 automated suites run on every change.

Electronic signature

Disponible : cabinets d'avocats
Ce qu'il fait
Sends a clean document for signature and records the signed result, through the configured signature provider or the in-app fallback.
Ce qu'il refuse
  • 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)
Limites
  • Provider callbacks are accepted only with a valid signature.
  • Only a clean document can be sent.
Qui peut l'utiliser
The firm's staff.
Entrées et sorties
In: A clean document and its signers.Out: An envelope and its signed result on the record.
Disponibilité
Available to law-firm tenants.
Usage de l'IA
No model
Accès
Firm staff on matters they are staffed on; Provider callback with a valid signature
Preuves
2 automated suites run on every change.

Signature-provider connection

Non activé sur ce déploiement
Ce qu'il fait
Routes signature envelopes through the external signature provider instead of the in-app fallback.
Ce qu'il refuse
Aucun enregistré
Limites
  • Without the connection, the in-app fallback signs.
Qui peut l'utiliser
The firm's staff.
Entrées et sorties
In: An envelope.Out: Provider status callbacks.
Disponibilité
Requires a signature-provider account connected to this deployment, which this deployment does not carry.
Usage de l'IA
No model
Accès
Inside the signed-in application
Preuves
1 automated suite runs on every change.

Trust Receipts and verification

Disponible : site web et cabinets
Ce qu'il fait
Issues a receipt for an approved deliverable and lets anyone check a receipt against its record.
Ce qu'il refuse
  • 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)
Limites
  • Receipts exist only for deliverables that went through approval; coverage is not universal.
Qui peut l'utiliser
Anyone can verify; receipts issue on law firms' approved deliverables.
Entrées et sorties
In: A receipt identifier.Out: The receipt's recorded facts.
Disponibilité
Available to website trustees and law-firm tenants.
Usage de l'IA
No model
Accès
Public
Preuves
2 automated suites run on every change.

Export, retention and deletion

Disponible : site web et cabinets
Ce qu'il fait
Exports a matter or an account's data, takes deletion requests, applies holds and retention, and records the evidence of each deletion.
Ce qu'il refuse
Aucun enregistré
Limites
  • A legal hold stops deletion until it is released.
  • Abandoned uploads and expired quarantine objects are removed on a schedule.
Qui peut l'utiliser
Account holders for their own data; the firm's staff for its matters.
Entrées et sorties
In: An export or deletion request.Out: An export file, or a deletion with its evidence record.
Disponibilité
Available to website trustees and law-firm tenants.
Usage de l'IA
No model
Accès
Scheduled job; Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Preuves
2 automated suites run on every change.

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.