Passer au contenu
TrusteeClear
Menu

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.

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

Today desk and matter lifecycle

Disponible : cabinets d'avocats
Ce qu'il fait
Lists every matter the firm staffs with its open work, and moves a matter through activation, risk flags, closing and export. A planning matter can spawn a dormant administration matter for later activation.
Ce qu'il refuse
  • An unread record is reported as unknown, never as empty. A count that could not be read shows as unavailable instead of zero, and a summary names what it could not read. Only a complete or genuinely empty read can produce an all-clear. (Read coverage contract)
Limites
  • A count that could not be read shows as unavailable, never as zero.
  • Risk flags drive the action gates; they do not decide anything on their own.
Qui peut l'utiliser
The firm's staff on matters they are staffed on; platform administrators.
Entrées et sorties
In: Matters, tasks, requests and alerts already on the record.Out: The Today desk, the matter list and portfolio views, CSV exports.
Disponibilité
Available to law-firm tenants.
Usage de l'IA
No model
Accès
Firm staff on matters they are staffed on
Preuves
4 automated suites run on every change.

Command navigation and matter context

Disponible : cabinets d'avocats
Ce qu'il fait
Jumps to any tool, staffed matter, beneficiary, document or vault record from the keyboard, keeps the firm and matter context visible on every tab, and opens the matter's documents in a side drawer.
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
  • Search covers the most recent records of each kind; older files stay reachable from the matter list.
  • The drawer links only a clean document.
Qui peut l'utiliser
The firm's staff; tools reserved to platform or firm administrators are hidden from everyone else.
Entrées et sorties
In: The signed-in staff member's permitted records.Out: Navigation only; nothing is written.
Disponibilité
Available to law-firm tenants.
Usage de l'IA
No model
Accès
Inside the signed-in application
Preuves
2 automated suites run on every change.

Matter agents

Disponible : cabinets d'avocats
Ce qu'il fait
Runs deterministic multi-step checks on a matter and stops at a human gate before every consequential step.
Ce qu'il refuse
Aucun enregistré
Limites
  • Agents propose; a staff member acts at each gate.
Qui peut l'utiliser
The firm's staff.
Entrées et sorties
In: The matter record.Out: Proposed next steps and their gates.
Disponibilité
Available to law-firm tenants.
Usage de l'IA
No model
Accès
Firm staff on matters they are staffed on
Preuves
1 automated suite runs on every change.

Dispute readiness

Disponible : cabinets d'avocats
Ce qu'il fait
Builds a deterministic readiness checklist for a contested administration and, on request, a model-written summary of that checklist for the firm.
Ce qu'il refuse
  • 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)
Limites
  • The summary restates the checklist; it is never shown to a client.
Qui peut l'utiliser
The firm's staff in a law-firm tenant.
Entrées et sorties
In: The matter record and its checklist.Out: A checklist and an internal summary.
Disponibilité
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
Usage de l'IA
Generative: firm staff only, and a client sees it only after an attorney acts
Accès
Firm staff on matters they are staffed on
Preuves
2 automated suites run on every change.

Matter Brain

Disponible : cabinets d'avocats
Ce qu'il fait
Answers a staff question about one matter from the documents, ledger, tasks and notices on its record, and says which collections it read.
Ce qu'il refuse
  • An unread record is reported as unknown, never as empty. A count that could not be read shows as unavailable instead of zero, and a summary names what it could not read. Only a complete or genuinely empty read can produce an all-clear. (Read coverage contract)
  • 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)
Limites
  • If any collection cannot be read, it refuses to answer instead of answering over the gap.
  • Long documents and large ledgers are capped, and the answer names what was capped.
Qui peut l'utiliser
The firm's staff in a law-firm tenant.
Entrées et sorties
In: A question and the matter's record.Out: An answer with its record coverage, for the attorney to read.
Disponibilité
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
Usage de l'IA
Generative: firm staff only, and a client sees it only after an attorney acts
Accès
Firm staff on matters they are staffed on
Preuves
2 automated suites run on every change.

Monday briefing

Disponible : cabinets d'avocats
Ce qu'il fait
Composes a weekly digest of the firm's open work for its staff.
Ce qu'il refuse
  • 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)
Limites
  • Firm staff only; never sent to a client.
Qui peut l'utiliser
The firm's staff.
Entrées et sorties
In: Open tasks, deadlines and requests.Out: A weekly staff digest.
Disponibilité
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
Usage de l'IA
Generative: firm staff only, and a client sees it only after an attorney acts
Accès
Scheduled job; 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.