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TrusteeClear
תפריט

Review, approval and legal authority

The attorney's rails: document review with atomic decisions, deliverable approval by an eligible attorney, the statute library and Florida research.

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

מדריך הפלטפורמה

Document review recommendations

זמין: משרדי עורכי דין
מה זה עושה
Reads an uploaded document for the firm and places recommendations on the alert rail for an attorney to approve, revise or dismiss.
ממה זה נמנע
  • Generative AI is reachable only by a law firm's staff. Model prose is produced only behind a firm-staff session in a law-firm tenant and reaches a client only after an attorney acts on it. Sandbox and demonstration sessions are refused. (Consumer-lane rule I2 and the generative gate)
  • 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
  • A recommendation changes nothing until an attorney decides it.
מי רשאי להשתמש
The firm's staff; decisions belong to an attorney or an assigned legal reviewer.
קלט ופלט
In: A clean document on the matter.Out: Recommendations on the alert rail.
זמינות
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
שימוש בבינה מלאכותית
Generative: firm staff only, and a client sees it only after an attorney acts
גישה
Firm staff on matters they are staffed on
ראיות
2 automated suites run on every change.

Review decisions and finalisation

זמין: משרדי עורכי דין
מה זה עושה
Records each approve, revise or dismiss decision as one transaction with its history and the working text, and finalises a review session only when nothing is open.
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 decision on a stale version, or on a changed set of recommendations, is refused and writes nothing.
  • A retried request replays the recorded outcome once.
מי רשאי להשתמש
An attorney or an assigned legal reviewer of the matter.
קלט ופלט
In: A decision, the version it was made on, and an idempotency key.Out: The decision record, the working text and the audit entry.
זמינות
Available to law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
Firm staff on matters they are staffed on
ראיות
4 automated suites run on every change.

Trust intelligence

זמין: משרדי עורכי דין
מה זה עושה
Runs deterministic clause rules over a trust's transcribed clauses and the recorded facts and raises findings for the firm, with severity decided by rule.
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
  • Findings are for the firm's attorney; none reaches a client unreviewed.
מי רשאי להשתמש
The firm's staff.
קלט ופלט
In: Clause transcriptions and matter facts.Out: Findings on the alert rail.
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.

Attorney approval of deliverables

זמין: משרדי עורכי דין
מה זה עושה
Assigns an eligible reviewer, runs the conflict check, prepares the packet and records the attorney's approval of the exact artifact with its receipt.
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
  • An artifact changed after review cannot be approved.
  • Credentials are recorded and revoked by platform administrators only.
מי רשאי להשתמש
Firm administrators assign; an attorney with a current Florida credential approves.
קלט ופלט
In: The deliverable, the credential and the assignment.Out: The approval, the delivery and the Trust Receipt.
זמינות
Available to law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
Firm staff on matters they are staffed on
ראיות
3 automated suites run on every change.

Statute library and statute watch

זמין: משרדי עורכי דין
מה זה עושה
Keeps the attested Florida statute library, records legal authority, and watches the Legislature's pages for changes to the sections the product relies on.
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
  • A statute's summary shows only after attorney attestation; otherwise the official text is linked.
מי רשאי להשתמש
The firm's staff; attestation by an attorney.
קלט ופלט
In: Official statute text and recorded authority.Out: The library, change records and the verbatim statute panels.
זמינות
Available to law-firm tenants.
שימוש בבינה מלאכותית
No model
גישה
Scheduled job; Firm staff on matters they are staffed on
ראיות
4 automated suites run on every change.

Florida research

זמין: משרדי עורכי דין
מה זה עושה
Answers a staff research question from the attested statute library only, and writes impact memos when a watched statute changes.
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)
  • Generative AI is reachable only by a law firm's staff. Model prose is produced only behind a firm-staff session in a law-firm tenant and reaches a client only after an attorney acts on it. Sandbox and demonstration sessions are refused. (Consumer-lane rule I2 and the generative gate)
  • Model use stops at the monthly spend ceiling. The model gateway refuses a call once the platform's monthly ceiling is reached, and a failure of the ceiling check refuses the call too. (Abuse controls: spend ceiling)
מגבלות
  • Retrieval fails closed: no attested text, no answer.
מי רשאי להשתמש
The firm's staff in a law-firm tenant; the attorney decides.
קלט ופלט
In: A question, or a statute change.Out: An answer with resolved citations, or an impact memo.
זמינות
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
שימוש בבינה מלאכותית
Generative: firm staff only, and a client sees it only after an attorney acts
גישה
Firm staff on matters they are staffed on
ראיות
2 automated suites run on every change.

Action requests and task proof

זמין: משרדי עורכי דין
מה זה עושה
Lets a firm's client trustee ask the firm before a gated action and submit proof for a task, and lets the firm clear, decline or review them.
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
  • Clearing or declining a gated action is an attorney's or legal reviewer's decision.
מי רשאי להשתמש
A firm's client trustee asks; the firm's attorney decides.
קלט ופלט
In: A requested action or a task submission.Out: The firm's decision on the record.
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
3 automated suites run on every change.

גרסה זו

Source commit
8b0edd78d3c540f6473be79bb00e8b7e792127da
Built
Release run
36098902543 (attempt 1)
Required checks
  • CI (verify, end-to-end, Lighthouse gate): run 36097780193 (attempt 1)
  • Row-level security matrix: run 36097780150 (attempt 1)
  • Security scan (secrets, static analysis, dependencies): run 36097780129 (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.