Overview
Private sign-in
Use the account manually created and authorized in Supabase. Self-registration is intentionally unavailable.
My attention queue
Quick actions
All external communications require your approval; no email is sent from this starter.
New inquiry
Paste a fictional inquiry or email below. The assistant will classify it, identify missing facts, prepare a work plan and retrieve available official legal sources. You approve before matter creation.
Pending inquiries
Pasted inquiries appear here. Automatic email/website delivery requires its integration connection. All new matters remain prospects until attorney acceptance.
Party and conflict-name search
Search contacts, all saved matter parties, and names added below. This is a screening aid; spelling variants and omitted names may be missed. You must make and record the conflict determination.
Add a screening name
Add former clients, related entities and known aliases as separate entries. Include only information you are authorized to retain; avoid confidential details of prior employer matters.
Recovery checkpoint
Export your current CRM records and privately filed original documents together, with SHA-256 checksums. This manual export does not establish scheduled backups or a tested hosted recovery process.
Authentication credentials, cloud secrets, provider settings and email accounts are excluded. Keep the downloaded file secure. Schema migrations are retained in the private source repository.
Production blockers
- Scheduled off-site backups and failure monitoring are not connected.
- A restore into an isolated hosted Supabase project has not passed.
- Automatic email and website intake still require server-side connection credentials.
- Comprehensive verified legal research and a citator are not connected.
New contact
Contact directory
New prospect / matter
New matters always begin as prospects. Conflict screening and engagement require attorney review.
Matter register
New task
Pending tasks
Attorney approvals
Queue for conflict determinations, proposed deadlines, invoices, outbound email, and documents. This starter shows pending records but does not implement sending or legal deadline calculations.
AI Assistant Fictional data only
Drop in documents, ask questions, extract facts, compare terms, or request a draft. Matter changes require approval. Describe a new inquiry naturally; I’ll prepare its next steps and intake review automatically. Approving that review privately files attached originals and creates the matter work plan. Select an existing matter to work from its saved facts and documents. Use fictional test files until recovery requirements are completed.