Ale nan kontni an

Documents, signatures and evidence

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

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

Document upload and download

Disponib: sit entènèt ak kabinè
Sa li fè
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.
Sa li refize
  • 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)
Limit
  • Uploads are checked for type, signature and size before they are accepted.
Kiyès ki ka itilize l
Signed-in people with access to the matter.
Sa ki antre ak sa ki soti
In: A file.Out: A stored, access-controlled document.
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.

Malware scanning and clean promotion

Pa aktive sou enstalasyon sa a
Sa li fè
Sends each quarantined file to the scanning service and promotes it to the clean store only when the scan says clean.
Sa li refize
  • 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)
Limit
  • Retries are bounded; a file that cannot be scanned stays in quarantine.
Kiyès ki ka itilize l
Automatic for every upload.
Sa ki antre ak sa ki soti
In: Quarantined files.Out: Clean, infected or error results on the scan ledger.
Disponiblite
Requires a document scanning service configured for this deployment, which this deployment does not carry.
Itilizasyon IA
No model
Aksè
Scheduled job
Prèv
3 automated suites run on every change.

Classification and extraction

Disponib: sit entènèt ak kabinè
Sa li fè
Labels an uploaded document and extracts dates, names, amounts and clause text as fields a person confirms before anything relies on them.
Sa li refize
  • 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)
Limit
  • A low-confidence value stays unconfirmed until a person confirms it.
  • Structured use only: fields out, never prose to a reader.
Kiyès ki ka itilize l
Signed-in people with access to the matter; trust analysis is for the firm's staff.
Sa ki antre ak sa ki soti
In: A clean document.Out: Proposed labels and fields awaiting confirmation.
Disponiblite
Available to website trustees and law-firm tenants; the model provider configured for this deployment is present on this deployment.
Itilizasyon IA
Structured: fields a person confirms, never prose to a reader
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.

Document vault

Disponib: kabinè avoka
Sa li fè
Keeps the firm's original-document register, records what is held where, and can open an administration matter from a vault record.
Sa li refize
  • 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)
Limit
  • A firm's vault is visible only to that firm.
Kiyès ki ka itilize l
The firm's staff.
Sa ki antre ak sa ki soti
In: Vault records and documents.Out: The vault register and reconciliations.
Disponiblite
Available to law-firm tenants.
Itilizasyon IA
No model
Aksè
Signed-in account, limited to its own records
Prèv
3 automated suites run on every change.

Electronic signature

Disponib: kabinè avoka
Sa li fè
Sends a clean document for signature and records the signed result, through the configured signature provider or the in-app fallback.
Sa li refize
  • 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)
Limit
  • Provider callbacks are accepted only with a valid signature.
  • Only a clean document can be sent.
Kiyès ki ka itilize l
The firm's staff.
Sa ki antre ak sa ki soti
In: A clean document and its signers.Out: An envelope and its signed result on the record.
Disponiblite
Available to law-firm tenants.
Itilizasyon IA
No model
Aksè
Firm staff on matters they are staffed on; Provider callback with a valid signature
Prèv
2 automated suites run on every change.

Signature-provider connection

Pa aktive sou enstalasyon sa a
Sa li fè
Routes signature envelopes through the external signature provider instead of the in-app fallback.
Sa li refize
Pa gen anyen ki anrejistre
Limit
  • Without the connection, the in-app fallback signs.
Kiyès ki ka itilize l
The firm's staff.
Sa ki antre ak sa ki soti
In: An envelope.Out: Provider status callbacks.
Disponiblite
Requires a signature-provider account connected to this deployment, which this deployment does not carry.
Itilizasyon IA
No model
Aksè
Inside the signed-in application
Prèv
1 automated suite runs on every change.

Trust Receipts and verification

Disponib: sit entènèt ak kabinè
Sa li fè
Issues a receipt for an approved deliverable and lets anyone check a receipt against its record.
Sa li refize
  • 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)
Limit
  • Receipts exist only for deliverables that went through approval; coverage is not universal.
Kiyès ki ka itilize l
Anyone can verify; receipts issue on law firms' approved deliverables.
Sa ki antre ak sa ki soti
In: A receipt identifier.Out: The receipt's recorded facts.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Public
Prèv
2 automated suites run on every change.

Export, retention and deletion

Disponib: sit entènèt ak kabinè
Sa li fè
Exports a matter or an account's data, takes deletion requests, applies holds and retention, and records the evidence of each deletion.
Sa li refize
Pa gen anyen ki anrejistre
Limit
  • A legal hold stops deletion until it is released.
  • Abandoned uploads and expired quarantine objects are removed on a schedule.
Kiyès ki ka itilize l
Account holders for their own data; the firm's staff for its matters.
Sa ki antre ak sa ki soti
In: An export or deletion request.Out: An export file, or a deletion with its evidence record.
Disponiblite
Available to website trustees and law-firm tenants.
Itilizasyon IA
No model
Aksè
Scheduled job; Signed-in account, limited to its own records; Firm staff on matters they are staffed on
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.