Active File Review

What you can do

• Public intake form per firm

  Share a single intake URL with anyone who needs a file review. Authority + issue type + application details + deadline + free-text summary, plus document upload. Bilingual EN + fr-CA + 8 more languages via runtime Google Translate (Premium). Embeddable as an iframe on your website.

• AI document triage at intake

  Every uploaded document is read by AI (Gemini 2.5 Flash) at submission time. Authority + issue type + application type + application number + response deadline + a short triage summary are extracted into a single brief so you can size up the matter in seconds.

• Three pathways with editable scope

  Review & Advice (advice letter), Prepare Response (you draft, client submits), or Full Representation (you take over the matter through to outcome). Per-pathway default pricing, default scope, and default Service Agreement template; override any of it per matter.

• 7-item RCIC acceptance checklist

  Conflict-of-interest, jurisdiction, capacity, deadline-feasibility, scope-clarity, fee-disclosure, and document-completeness checkboxes. The checklist is stamped on the AFR row + recorded in the audit log; no acceptance without it.

• Client-side price-change consent

  When you propose a price change after acceptance, the client confirms (or declines, or asks for a meeting) at a one-time URL. The original quote stays in force until the client accepts. Mig 120 records the proposal + decision + token so the trail is intact.

• One-click Service Agreement generation

  Click "Generate Service Agreement" on the accepted AFR. The SA pre-populates 30+ fields from the AFR (client identity, matter, scope, fee, pathway template), and slots into the existing CICC^*-aligned multi-party signing flow. Sign it, the client signs it, the bill auto-fires, the client pays, the portal opens.

• Three accounting artifacts: Payment Request, Receipt, Invoice

  Per CICC trust-accounting practice: a Payment Request collects funds into trust before work begins; a Receipt confirms the payment; an Invoice issues when work is complete and the fees are earned (funds may then be transferred trust → general). The platform records the workflow markers; the licensee handles the bookkeeping.

• Encrypted client portal

  Two-stage email-OTP gate, HMAC-signed session cookie with a versioned domain prefix, 30-minute idle timeout. Clients see their pathway, receipt, deadline, and a deliverable list. They can upload supporting documents at any time. All bytes encrypted under your tenant's data key.

• Mark complete + 30-day file-access grace

  When the work is done, click Mark complete. An optional summary + the deliverables go onto the invoice. A bilingual case-completed email lands in the client's inbox with a fresh portal link. Files remain downloadable for 30 days; a day-25 reminder fires automatically; on day 30 the case auto-closes and the portal flips to read-only archive mode.

• Append-only audit ledger

  Every state transition — intake, acceptance, decline, more-info, generate-SA, payment received, deliverable uploaded, completion, file-access reminder, close — is written to a tamper-evident audit ledger. The trigger blocks UPDATE on every event row even from the service role.