דלג לתוכן
TrusteeClear
תפריט

Documents, signatures and evidence

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

הטקסט המלא של מדריך זה באנגלית; התקציר שלמעלה בשפתכם. תקצירי החוקים והנוסח האנגלי נשארים המקור המחייב.

מדריך הפלטפורמה

Document upload and download

זמין: באתר ובמשרדי עורכי דין
מה זה עושה
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.
ממה זה נמנע
  • 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)
מגבלות
  • Uploads are checked for type, signature and size before they are accepted.
מי רשאי להשתמש
Signed-in people with access to the matter.
קלט ופלט
In: A file.Out: A stored, access-controlled document.
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.

Malware scanning and clean promotion

לא מופעל בפריסה זו
מה זה עושה
Sends each quarantined file to the scanning service and promotes it to the clean store only when the scan says clean.
ממה זה נמנע
  • 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)
מגבלות
  • Retries are bounded; a file that cannot be scanned stays in quarantine.
מי רשאי להשתמש
Automatic for every upload.
קלט ופלט
In: Quarantined files.Out: Clean, infected or error results on the scan ledger.
זמינות
Requires a document scanning service configured for this deployment, which this deployment does not carry.
שימוש בבינה מלאכותית
No model
גישה
Scheduled job
ראיות
3 automated suites run on every change.

Classification and extraction

זמין: באתר ובמשרדי עורכי דין
מה זה עושה
Labels an uploaded document and extracts dates, names, amounts and clause text as fields a person confirms before anything relies on them.
ממה זה נמנע
  • 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)
מגבלות
  • A low-confidence value stays unconfirmed until a person confirms it.
  • Structured use only: fields out, never prose to a reader.
מי רשאי להשתמש
Signed-in people with access to the matter; trust analysis is for the firm's staff.
קלט ופלט
In: A clean document.Out: Proposed labels and fields awaiting confirmation.
זמינות
Available to website trustees and law-firm tenants; the model provider configured for this deployment is present on this deployment.
שימוש בבינה מלאכותית
Structured: fields a person confirms, never prose to a reader
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.

Document vault

זמין: משרדי עורכי דין
מה זה עושה
Keeps the firm's original-document register, records what is held where, and can open an administration matter from a vault record.
ממה זה נמנע
  • 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)
מגבלות
  • A firm's vault is visible only to that firm.
מי רשאי להשתמש
The firm's staff.
קלט ופלט
In: Vault records and documents.Out: The vault register and reconciliations.
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.

Electronic signature

זמין: משרדי עורכי דין
מה זה עושה
Sends a clean document for signature and records the signed result, through the configured signature provider or the in-app fallback.
ממה זה נמנע
  • 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)
מגבלות
  • Provider callbacks are accepted only with a valid signature.
  • Only a clean document can be sent.
מי רשאי להשתמש
The firm's staff.
קלט ופלט
In: A clean document and its signers.Out: An envelope and its signed result on the record.
זמינות
Available to law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
Firm staff on matters they are staffed on; Provider callback with a valid signature
ראיות
2 automated suites run on every change.

Signature-provider connection

לא מופעל בפריסה זו
מה זה עושה
Routes signature envelopes through the external signature provider instead of the in-app fallback.
ממה זה נמנע
לא נרשם
מגבלות
  • Without the connection, the in-app fallback signs.
מי רשאי להשתמש
The firm's staff.
קלט ופלט
In: An envelope.Out: Provider status callbacks.
זמינות
Requires a signature-provider account connected to this deployment, which this deployment does not carry.
שימוש בבינה מלאכותית
No model
גישה
Inside the signed-in application
ראיות
1 automated suite runs on every change.

Trust Receipts and verification

זמין: באתר ובמשרדי עורכי דין
מה זה עושה
Issues a receipt for an approved deliverable and lets anyone check a receipt against its record.
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
  • Receipts exist only for deliverables that went through approval; coverage is not universal.
מי רשאי להשתמש
Anyone can verify; receipts issue on law firms' approved deliverables.
קלט ופלט
In: A receipt identifier.Out: The receipt's recorded facts.
זמינות
Available to website trustees and law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
Public
ראיות
2 automated suites run on every change.

Export, retention and deletion

זמין: באתר ובמשרדי עורכי דין
מה זה עושה
Exports a matter or an account's data, takes deletion requests, applies holds and retention, and records the evidence of each deletion.
ממה זה נמנע
לא נרשם
מגבלות
  • A legal hold stops deletion until it is released.
  • Abandoned uploads and expired quarantine objects are removed on a schedule.
מי רשאי להשתמש
Account holders for their own data; the firm's staff for its matters.
קלט ופלט
In: An export or deletion request.Out: An export file, or a deletion with its evidence record.
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; Firm staff on matters they are staffed on
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.