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TrusteeClear
תפריט

Integrations and the platform API

The read-only platform API, practice-management sync, and the Word and Outlook add-ins.

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

מדריך הפלטפורמה

Platform API (version 1)

זמין: משרדי עורכי דין
מה זה עושה
Lists a firm's own matters to its systems with a machine key, in stable pages with explicit truncation and version metadata.
ממה זה נמנע
  • The platform API reads matters and writes nothing. Version 1 lists a firm's own matters with a machine key. It has no write endpoints, no document content, no beneficiary data and nothing across tenants. (Platform API scope)
  • 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)
מגבלות
  • Up to 200 matters per page, continued with a cursor.
  • A database failure answers 503 and never an empty success.
מי רשאי להשתמש
A firm administrator issues keys; the firm's systems call with them.
קלט ופלט
In: A machine key, an optional page size and cursor.Out: Matter summaries with pagination and version metadata.
זמינות
Available to law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
The firm's machine key; Signed-in account, limited to its own records
ראיות
2 automated suites run on every change.

Practice-management sync

לא מופעל בפריסה זו
מה זה עושה
Connects the firm's practice-management account and keeps matters in step.
ממה זה נמנע
לא נרשם
מגבלות
  • A disconnect that fails is reported as failed, never as done.
מי רשאי להשתמש
The firm's staff.
קלט ופלט
In: A practice-management connection.Out: Synchronized matter records.
זמינות
Requires a practice-management connection configured for this deployment, which this deployment does not carry.
שימוש בבינה מלאכותית
No model
גישה
Signed-in account, limited to its own records
ראיות
1 automated suite runs on every change.

Word add-in: citation validator

זמין: משרדי עורכי דין
מה זה עושה
Checks the statute citations in a Word document against the attested library from inside Word.
ממה זה נמנע
  • 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)
מגבלות
  • Validation only; it writes nothing into the document.
מי רשאי להשתמש
The firm's staff, signed in.
קלט ופלט
In: The citations in the open document.Out: A resolved, unverified or not-in-library mark for each citation.
זמינות
Available to law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
Firm staff on matters they are staffed on
ראיות
2 automated suites run on every change.

Outlook add-in: email classification

זמין: משרדי עורכי דין
מה זה עושה
Proposes the matter and the kind of an open email from inside Outlook; staff confirm before anything is recorded.
ממה זה נמנע
לא נרשם
מגבלות
  • Structured use only: a proposal, never a reply.
מי רשאי להשתמש
The firm's staff, signed in.
קלט ופלט
In: The open email.Out: A proposed matter and category.
זמינות
Available to 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
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.