Довідник платформи

Групи можливостей

• Matter desk and command center

  How a firm runs its administrations day to day: the Today desk, the matter lifecycle, command navigation, Matter Brain and the Monday briefing.

  6 capabilities · 6 доступно: юридичні фірми

• 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.

  7 capabilities · 7 доступно: юридичні фірми

• 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.

  6 capabilities · 5 доступно: сайт і юридичні фірми · 1 докази очікуються

• Documents, signatures and evidence

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

  8 capabilities · 2 доступно: юридичні фірми · 4 доступно: сайт і юридичні фірми · 2 не ввімкнено в цьому розгортанні

• Ledger, statements and accounting

  The trust ledger, statement import, optional bank feeds and the accounting packet under section 736.08135.

  4 capabilities · 1 доступно: юридичні фірми · 2 доступно: сайт і юридичні фірми · 1 не ввімкнено в цьому розгортанні

• Deadlines, notices and court forms

  The role check, the deadline engine, statutory notices, the duties packet, court-form drafts and calendar sync.

  6 capabilities · 1 доступно: юридичні фірми · 4 доступно: сайт і юридичні фірми · 1 не ввімкнено в цьому розгортанні

• Integrations and the platform API

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

  4 capabilities · 3 доступно: юридичні фірми · 1 не ввімкнено в цьому розгортанні

• Firm administration and billing

  Team roles, firm branding and onboarding, adding a client, and billing.

  5 capabilities · 5 доступно: юридичні фірми

Службові точки доступу

These endpoints serve the product rather than offer a capability, so they are listed here by purpose instead of receiving their own pages.

• ·Deployment identity and database probe
• ·Content-security-policy report sink
• ·Dictionary for the marketing pages' interactive parts
• ·Verbatim statute text for the public statute panels
• ·Public founding-membership counter
• ·Access-code sign-in to the demonstration tenant
• ·Sign-in to the synthetic sandbox tenant
• ·Working-session request form
• ·Accessibility feedback form
• ·Platform triage of accessibility feedback
• ·Platform growth reporting
• ·Platform provisioning of a law-firm tenant
• ·Platform attorney-network roster
• ·Platform issuance of membership codes
• ·Partner door for the EstateDraftFL bundle
• ·Partner door for the EstateDraftFL bundle (revocation)
• ·Partner referral records
• ·Membership-code redemption on the website
• ·Website purchase checkout
• ·Dormant payment rail; signature-verified, applies nothing unless configured

Центр доказів