הטקסט המלא של מדריך זה באנגלית; התקציר שלמעלה בשפתכם. תקצירי החוקים והנוסח האנגלי נשארים המקור המחייב.
The trust ledger
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Records receipts, disbursements and reserves, and computes balances and schedules from the rows themselves.
- ממה זה נמנע
- No model writes a word or a number into a court form, notice or accounting. Court forms, statutory notices, packets and fee disclosures are assembled from deterministic templates, and accounting totals are computed from ledger rows. (Generative boundary: level L2)
- מגבלות
- Totals come from ledger rows; nothing estimates a balance.
- מי רשאי להשתמש
- The trustee of the matter; the firm's staff on its matters.
- קלט ופלט
- In: Ledger entries.Out: Balances, schedules and a CSV export.
- זמינות
- Available to website trustees and 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.
Statement import
זמין: באתר ובמשרדי עורכי דין- מה זה עושה
- Reads a bank or brokerage statement into proposed ledger lines that a person reviews one by one.
- 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)
- מגבלות
- Nothing enters the ledger until a person accepts the line.
- מי רשאי להשתמש
- The trustee of the matter; the firm's staff on its matters.
- קלט ופלט
- In: A statement file.Out: Proposed ledger lines.
- 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
- ראיות
- 2 automated suites run on every change.
Bank feeds
לא מופעל בפריסה זו- מה זה עושה
- Connects a bank account through the bank-connection provider and brings its transactions in as proposed ledger lines.
- ממה זה נמנע
- לא נרשם
- מגבלות
- A connection can be disconnected at any time.
- מי רשאי להשתמש
- The trustee of the matter; the firm's staff on its matters.
- קלט ופלט
- In: A bank connection.Out: Proposed ledger lines.
- זמינות
- Requires a bank-connection provider 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.
Accounting packet
זמין: משרדי עורכי דין- מה זה עושה
- Assembles the trust accounting under section 736.08135 from the ledger for the firm's attorney to review.
- ממה זה נמנע
- No model writes a word or a number into a court form, notice or accounting. Court forms, statutory notices, packets and fee disclosures are assembled from deterministic templates, and accounting totals are computed from ledger rows. (Generative boundary: level L2)
- 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
- Every figure comes from the ledger.
- מי רשאי להשתמש
- The firm's staff.
- קלט ופלט
- In: The ledger and the accounting period.Out: A printable accounting.
- זמינות
- Available to law-firm tenants.
- שימוש בבינה מלאכותית
- No model
- גישה
- Firm staff on matters they are staffed on
- ראיות
- 1 automated suite runs 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.