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The trustee and beneficiary portal

What a trustee and a beneficiary use: the trustee desk, messages to the firm, the beneficiary portal, the calendar feed, hand-off to a firm and support.

Tèks konplè gid sa a an angle; rezime ki anwo a nan lang ou. Rezime lwa yo ak vèsyon angle a rete sous referans lan.

Referans platfòm nan

The trustee desk

Disponib: sit entènèt ak kabinè
Sa li fè
Gives a trustee their tasks, reminders, Duty Coach lessons, call log, institutions list and co-trustee or helper access on their own matter.
Sa li refize
  • 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)
Limit
  • Reminders follow the dates the trustee records.
Kiyès ki ka itilize l
The trustee of the matter, and anyone they invite as a co-trustee or helper.
Sa ki antre ak sa ki soti
In: The trustee's own facts and task updates.Out: Tasks, reminders, lessons and the trustee's own records.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Scheduled job; Signed-in account, limited to its own records
Prèv
5 automated suites run on every change.

Messages between a trustee and the firm

Prèv an atant
Sa li fè
Carries a firm client's priority messages to the firm and the firm's replies on the matter.
Sa li refize
Pa gen anyen ki anrejistre
Limit
  • Only on a law firm's matters; the website lane has no firm.
Kiyès ki ka itilize l
A firm's client trustee and the firm's staff.
Sa ki antre ak sa ki soti
In: A message.Out: The message thread on the matter.
Disponiblite
No automated suite exercises it yet, so availability is not claimed.
Itilizasyon IA
No model
Aksè
Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Prèv
None recorded yet.

The beneficiary portal

Disponib: sit entènèt ak kabinè
Sa li fè
Gives a beneficiary a link-based view of what the trustee has released, a way to ask and acknowledge, and the released status report.
Sa li refize
Pa gen anyen ki anrejistre
Limit
  • 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.
Kiyès ki ka itilize l
Beneficiaries holding a link; the trustee who sends it; the firm on its matters.
Sa ki antre ak sa ki soti
In: The trustee's released updates and the beneficiary's requests.Out: The beneficiary view, acknowledgements and requests on the record.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Signed-in account, limited to its own records; Firm staff on matters they are staffed on; Holder of a private link
Prèv
4 automated suites run on every change.

Calendar feed

Disponib: sit entènèt ak kabinè
Sa li fè
Publishes the matter's deadlines as a private calendar feed any calendar application can subscribe to.
Sa li refize
Pa gen anyen ki anrejistre
Limit
  • The feed is read-only and revocable by issuing a new link.
Kiyès ki ka itilize l
The trustee and the firm's staff on the matter.
Sa ki antre ak sa ki soti
In: The matter's computed deadlines.Out: An ICS calendar feed.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Signed-in account, limited to its own records; Holder of a private link
Prèv
1 automated suite runs on every change.

Hand-off to a law firm

Disponib: sit entènèt ak kabinè
Sa li fè
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.
Sa li refize
  • 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)
Limit
  • Nothing moves until the firm accepts.
  • A hand-off code identifies the firm and nothing else.
Kiyès ki ka itilize l
A website trustee holding a firm's code; the firm's administrators.
Sa ki antre ak sa ki soti
In: A hand-off code.Out: A transfer request and the firm's decision.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Prèv
2 automated suites run on every change.

Support and saved drafts

Disponib: sit entènèt ak kabinè
Sa li fè
Opens a support case and recovers a form draft the signed-in person had not finished.
Sa li refize
Pa gen anyen ki anrejistre
Limit
  • Support staff see only what a case shares.
Kiyès ki ka itilize l
Any signed-in person.
Sa ki antre ak sa ki soti
In: A support request or a form draft.Out: A support case; the restored draft.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Signed-in account, limited to its own records
Prèv
2 automated suites run on every change.

Vèsyon sa a

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.