הטקסט המלא של מדריך זה באנגלית; התקציר שלמעלה בשפתכם. תקצירי החוקים והנוסח האנגלי נשארים המקור המחייב.
The trustee desk
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Gives a trustee their tasks, reminders, Duty Coach lessons, call log, institutions list and co-trustee or helper access on their own matter.
- ממה זה נמנע
- The Duty Coach teaches; it does not direct. Each lesson names the statute it explains and what the statute provides. No lesson tells you what to do in your situation. (Consumer-lane rule I4)
- Your decisions stay yours. No one at TrusteeClear approves, files or sends anything for you. You send your notices and record what you did. (Consumer-lane rule I5)
- 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)
- מגבלות
- Reminders follow the dates the trustee records.
- מי רשאי להשתמש
- The trustee of the matter, and anyone they invite as a co-trustee or helper.
- קלט ופלט
- In: The trustee's own facts and task updates.Out: Tasks, reminders, lessons and the trustee's own records.
- זמינות
- Available to website trustees and law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Scheduled job; Signed-in account, limited to its own records
- ראיות
- 5 automated suites run on every change.
Messages between a trustee and the firm
ראיות ממתינות- מה זה עושה
- Carries a firm client's priority messages to the firm and the firm's replies on the matter.
- ממה זה נמנע
- לא נרשם
- מגבלות
- Only on a law firm's matters; the website lane has no firm.
- מי רשאי להשתמש
- A firm's client trustee and the firm's staff.
- קלט ופלט
- In: A message.Out: The message thread on the matter.
- זמינות
- No automated suite exercises it yet, so availability is not claimed.
- שימוש בבינה מלאכותית
- No model
- גישה
- Signed-in account, limited to its own records; Firm staff on matters they are staffed on
- ראיות
- None recorded yet.
The beneficiary portal
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Gives a beneficiary a link-based view of what the trustee has released, a way to ask and acknowledge, and the released status report.
- ממה זה נמנע
- לא נרשם
- מגבלות
- A beneficiary sees only what has been released to them.
- On a law firm's matter, an update reaches a beneficiary only after a legal reviewer approves it.
- מי רשאי להשתמש
- Beneficiaries holding a link; the trustee who sends it; the firm on its matters.
- קלט ופלט
- In: The trustee's released updates and the beneficiary's requests.Out: The beneficiary view, acknowledgements and requests on the record.
- זמינות
- Available to website trustees and 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; Holder of a private link
- ראיות
- 4 automated suites run on every change.
Calendar feed
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Publishes the matter's deadlines as a private calendar feed any calendar application can subscribe to.
- ממה זה נמנע
- לא נרשם
- מגבלות
- The feed is read-only and revocable by issuing a new link.
- מי רשאי להשתמש
- The trustee and the firm's staff on the matter.
- קלט ופלט
- In: The matter's computed deadlines.Out: An ICS calendar feed.
- זמינות
- Available to website trustees and law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Signed-in account, limited to its own records; Holder of a private link
- ראיות
- 1 automated suite runs on every change.
Hand-off to a law firm
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Lets a website trustee move their matter to a law firm that gave them a hand-off code, and lets the firm accept or decline.
- ממה זה נמנע
- No lawyer reviews your documents on this website. Legal review exists only when a law firm provides TrusteeClear to its own client. On the website, the organizers and forms carry no review or approval by anyone. (Consumer-lane rule I1)
- מגבלות
- Nothing moves until the firm accepts.
- A hand-off code identifies the firm and nothing else.
- מי רשאי להשתמש
- A website trustee holding a firm's code; the firm's administrators.
- קלט ופלט
- In: A hand-off code.Out: A transfer request and the firm's decision.
- זמינות
- Available to website trustees and 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
- 2 automated suites run on every change.
Support and saved drafts
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Opens a support case and recovers a form draft the signed-in person had not finished.
- ממה זה נמנע
- לא נרשם
- מגבלות
- Support staff see only what a case shares.
- מי רשאי להשתמש
- Any signed-in person.
- קלט ופלט
- In: A support request or a form draft.Out: A support case; the restored draft.
- זמינות
- Available to website trustees and 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.
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.