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Case flow contextual legal workflow intelligent platformLegal workflow intelligent platform · V03
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Legal workflow intelligent platform

Connect legal documents, case processes and manual review into a business portal that can be used every day

An auditable matter_context is precipitated for each case, and legal text, case management, timing, billing, payment status, source citations are associated with manual review results, so that legal AI output is always contextual, traceable, and approvable.

  1. 01
    Register cases and materialsCreate a matter_id, upload or register legal text, declare customer context, process scope and AI usage boundaries.
  2. 02
    Precipitate case contextAssociate document, mail and case management, timekeeping, billing, payment process objects to the same matter_id.
  3. 03
    Generate review draftGenerate legal text review package, evidence excerpts and list of questions for attorney confirmation.
  4. 04
    Manual approval and auditingThe draft AI is reviewed by an authorized attorney or person in charge of review, and a decision is made to approve, reject, or require additional context.
  5. 05
    Update process assetsPrecipitate the approved context, process gaps and judgment standards into internal assets that can be reused in subsequent matters.
context coverageNo case context yetNumber of matter_contexts with context_refs and low_context=false / Number of all matter_contexts
Core process integrityNo process assets yetThe number of matter_ids with case management, timekeeping, billing, and payment references / the number of all matter_ids
Review package awaiting manual approvalThere are no matters pending approvalhuman_approval_status=pending number of review_packets
Average AI processing timeNo processing records yetAggregate average of processing_duration_ms by task type
AI shell risk diagnosis numberNo diagnosis yetcandidate_conclusion=moat_diagnostic number of ai_shell_risk
BUSINESS INPUT

New project

A project represents a legal matter or case workspace and is used to aggregate text, process objects, contextual references, and human approval records.

Loading product-specific business fields.

Not saved
TRACEABLE OUTPUT

case context

Results, sources, failures, approvals, and rollbacks are saved by project.

0 live runs

No business results yet

The legal text or registration process object has not been uploaded, and the case context package cannot be generated.

PRIVACY

Data use boundary

This product may process sensitive information such as contracts, agreements, emails, due diligence materials, customer numbers, case names, email addresses of review leaders, and internal AI usage boundaries. Users must confirm that they have processing authorization for uploaded materials; the system will record the operator, creation time, source document reference, approval status and audit log. Please do not upload client secrets, personal sensitive information or irrelevant third-party materials that exceed the scope of authorization for the case. Current 10 role review supplements: legal text, client number, case name, review leader email, AI usage boundaries, evidence_quotes and draft_findings are considered sensitive data by default. ;Model inputs must be minimized; customer numbers, email addresses, full files, review packages, or AI usage boundaries must not be sent to web crawls, third-party APIs, public paths, or connectors by default. ;Any external outbound must log consent_scope, disclosed_fields, destination, purpose, expiry, actor_id and audit_log. ;Export default desensitized or hidden sensitive fields, and record the operator, time, approval status, version number, source reference and restriction statement. ;Processing boundaries for deletions, archives, backup deletion windows, legal hold exceptions, rollback snapshots, and downloaded export files must be visible in the product.

RETENTION

Data retention

By default, case context, text entries, review packages, and audit logs are saved in the user workspace until deleted or archived by the administrator according to the organization's retention policy. Deleting on-site records will not delete any unconnected external system data.

SAFETY

Human responsibility and rollback

This product processes legal texts and law firm process data and is only used to organize context and generate working drafts and audit records for review by authorized personnel. It does not constitute legal advice and does not replace the judgment of practicing lawyers. All high-risk output must be approved by a qualified manual reviewer before it can be used externally.

Rolling back only means canceling the report version, review package status, diagnostic conclusion or workflow stage in this site and restoring it to the previous audit record in the site; when this product is not connected to an external production system, it will not and cannot roll back the real data in law firm case management, billing, payment, office software or third-party platforms.