הטקסט המלא של מדריך זה באנגלית; התקציר שלמעלה בשפתכם. תקצירי החוקים והנוסח האנגלי נשארים המקור המחייב.
Team, roles and capabilities
זמין: משרדי עורכי דין- מה זה עושה
- Invites staff, assigns roles, and resolves each person's capabilities per matter.
- ממה זה נמנע
- 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)
- מגבלות
- A role grants only its capabilities; legal decisions need an attorney or legal-reviewer capability.
- A firm grants the legal-reviewer capability only to a member whose Florida credential TrusteeClear verified; removing a member ends their reviewer assignments in the firm.
- מי רשאי להשתמש
- Firm administrators.
- קלט ופלט
- In: Invitations, role changes and legal-reviewer grants.Out: The team roster, capability grants and legal-approval eligibility.
- זמינות
- Available to law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Signed-in account, limited to its own records; Firm staff on matters they are staffed on
- ראיות
- 4 automated suites run on every change.
Branding and onboarding
זמין: משרדי עורכי דין- מה זה עושה
- Sets the firm's name, logo and colours on its client-facing portal and completes onboarding.
- ממה זה נמנע
- לא נרשם
- מגבלות
- Colours are checked for readable contrast.
- The powered-by line always shows.
- מי רשאי להשתמש
- Firm administrators.
- קלט ופלט
- In: Name, logo and colours.Out: The branded portal.
- זמינות
- Available to law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Signed-in account, limited to its own records
- ראיות
- 2 automated suites run on every change.
Audit log and data requests
זמין: משרדי עורכי דין- מה זה עושה
- Shows the firm's audit log filtered by person, matter, action and date, exports it as a spreadsheet-safe file, and lists privacy requests, legal holds and retention exceptions.
- ממה זה נמנע
- לא נרשם
- מגבלות
- Firm administrators only.
- An export holds at most 10,000 rows and says so when it stops.
- People are named only when they are the firm's own staff.
- מי רשאי להשתמש
- Firm administrators.
- קלט ופלט
- In: Filters by person, matter, action and date.Out: The filtered log, its CSV export, and the firm's data requests, holds and exceptions.
- זמינות
- Available to law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Signed-in account, limited to its own records
- ראיות
- 1 automated suite runs on every change.
Adding a client
זמין: משרדי עורכי דין- מה זה עושה
- Opens a matter for a new client trustee and sends their invitation.
- ממה זה נמנע
- לא נרשם
- מגבלות
- The invitation names the firm and links to its portal; nothing else is disclosed.
- A new client who matches an existing one by email or phone and name is shown for confirmation first; a shared contact detail with a different name is kept separate and flagged. Nothing is merged.
- מי רשאי להשתמש
- The firm's staff.
- קלט ופלט
- In: The client's name and email, and optionally a phone number that is checked, not saved.Out: A matter and an invitation, or the existing client for confirmation.
- זמינות
- Available to law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Signed-in account, limited to its own records
- ראיות
- 3 automated suites run on every change.
Billing
זמין: משרדי עורכי דין- מה זה עושה
- Runs the firm's subscription and per-file activation through the payment provider, records manual payments, and reconciles provider events hourly.
- ממה זה נמנע
- לא נרשם
- מגבלות
- Provider events are accepted only with a valid signature.
- A plan that is not available fails before any order is created.
- מי רשאי להשתמש
- Firm administrators; platform administrators record manual payments.
- קלט ופלט
- In: A plan choice or a manual payment record.Out: Orders, grants and invoices on the record.
- זמינות
- Available to law-firm tenants; the payment provider configured for this deployment is present on this deployment.
- שימוש בבינה מלאכותית
- No model
- גישה
- Scheduled job; Signed-in account, limited to its own records; Firm staff on matters they are staffed on; Provider callback with a valid signature
- ראיות
- 5 automated suites run on every change.
גרסה זו
- 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.