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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.

Повний текст цього посібника англійською; короткий виклад вище — вашою мовою. Виклади законів і англійський текст залишаються джерелом запису.

Довідник платформи

Today desk and matter lifecycle

Доступно: юридичні фірми
Що робить
Lists every matter the firm staffs with its open work, and moves a matter through activation, risk flags, closing and export. A planning matter can spawn a dormant administration matter for later activation.
Від чого відмовляється
  • An unread record is reported as unknown, never as empty. A count that could not be read shows as unavailable instead of zero, and a summary names what it could not read. Only a complete or genuinely empty read can produce an all-clear. (Read coverage contract)
Обмеження
  • A count that could not be read shows as unavailable, never as zero.
  • Risk flags drive the action gates; they do not decide anything on their own.
Хто може користуватися
The firm's staff on matters they are staffed on; platform administrators.
Вхідні та вихідні дані
In: Matters, tasks, requests and alerts already on the record.Out: The Today desk, the matter list and portfolio views, CSV exports.
Наявність
Available to law-firm tenants.
Використання ШІ
No model
Доступ
Firm staff on matters they are staffed on
Докази
4 automated suites run on every change.

Command navigation and matter context

Доступно: юридичні фірми
Що робить
Jumps to any tool, staffed matter, beneficiary, document or vault record from the keyboard, keeps the firm and matter context visible on every tab, and opens the matter's documents in a side drawer.
Від чого відмовляється
  • 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)
Обмеження
  • Search covers the most recent records of each kind; older files stay reachable from the matter list.
  • The drawer links only a clean document.
Хто може користуватися
The firm's staff; tools reserved to platform or firm administrators are hidden from everyone else.
Вхідні та вихідні дані
In: The signed-in staff member's permitted records.Out: Navigation only; nothing is written.
Наявність
Available to law-firm tenants.
Використання ШІ
No model
Доступ
Inside the signed-in application
Докази
2 automated suites run on every change.

Matter agents

Доступно: юридичні фірми
Що робить
Runs deterministic multi-step checks on a matter and stops at a human gate before every consequential step.
Від чого відмовляється
Не зареєстровано
Обмеження
  • Agents propose; a staff member acts at each gate.
Хто може користуватися
The firm's staff.
Вхідні та вихідні дані
In: The matter record.Out: Proposed next steps and their gates.
Наявність
Available to law-firm tenants.
Використання ШІ
No model
Доступ
Firm staff on matters they are staffed on
Докази
1 automated suite runs on every change.

Dispute readiness

Доступно: юридичні фірми
Що робить
Builds a deterministic readiness checklist for a contested administration and, on request, a model-written summary of that checklist for the firm.
Від чого відмовляється
  • 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)
Обмеження
  • The summary restates the checklist; it is never shown to a client.
Хто може користуватися
The firm's staff in a law-firm tenant.
Вхідні та вихідні дані
In: The matter record and its checklist.Out: A checklist and an internal summary.
Наявність
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
Використання ШІ
Generative: firm staff only, and a client sees it only after an attorney acts
Доступ
Firm staff on matters they are staffed on
Докази
2 automated suites run on every change.

Matter Brain

Доступно: юридичні фірми
Що робить
Answers a staff question about one matter from the documents, ledger, tasks and notices on its record, and says which collections it read.
Від чого відмовляється
  • An unread record is reported as unknown, never as empty. A count that could not be read shows as unavailable instead of zero, and a summary names what it could not read. Only a complete or genuinely empty read can produce an all-clear. (Read coverage contract)
  • 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)
Обмеження
  • If any collection cannot be read, it refuses to answer instead of answering over the gap.
  • Long documents and large ledgers are capped, and the answer names what was capped.
Хто може користуватися
The firm's staff in a law-firm tenant.
Вхідні та вихідні дані
In: A question and the matter's record.Out: An answer with its record coverage, for the attorney to read.
Наявність
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
Використання ШІ
Generative: firm staff only, and a client sees it only after an attorney acts
Доступ
Firm staff on matters they are staffed on
Докази
2 automated suites run on every change.

Monday briefing

Доступно: юридичні фірми
Що робить
Composes a weekly digest of the firm's open work for its staff.
Від чого відмовляється
  • 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)
Обмеження
  • Firm staff only; never sent to a client.
Хто може користуватися
The firm's staff.
Вхідні та вихідні дані
In: Open tasks, deadlines and requests.Out: A weekly staff digest.
Наявність
Available to law-firm tenants; the model provider configured for this deployment is present on this deployment.
Використання ШІ
Generative: firm staff only, and a client sees it only after an attorney acts
Доступ
Scheduled job; Firm staff on matters they are staffed on
Докази
2 automated suites run on every change.

Ця збірка

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.