Law firm intelligence workspace

Operational portal for compliance, risk, and entity delivery.

Search assigned entities, track readiness, and generate client-ready reports from one place.

Premium client portal Tenant aware Firm branded exports

Command Center

All firms

Live
Linked Entities Loading
Recent Jobs --
Portal Status --
Delivery Mode Client-ready
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Firm Scope Directory
Token Required

Client Delivery

Built for law firms that sell insight, not screenshots.

Every workspace is scoped to a firm, every export carries the firm banner, and every report stays inside the authorized entity set.

Authorized entitiesAll
Report formatsPDF / HTML
Access modelToken + firm scope

Client Issues

Color-severity risk and compliance signals

Red: Immediate exposure Orange: Concern Yellow: Needs improvement Green: In standing
Select an entity to populate issue signals.

Firm Directory

Law firm tenants

Actions

Quick operations

01Entity Search

Find any assigned entity by name or UUID.

 02Compliance Review

See readiness, obligations, and next due dates.

 03Report Builder

Queue PDF or HTML output for client delivery.

 04Administration

Manage tokens, firm scope, and job health.

Entities

Search and tracking

Code Title Category Status Risk Next Due

Attorney Triage

Red queue with evidence and SLA

Severity Requirement Trigger Breach (days) Evidence Assigned Attorney SLA Actions
Select an entity to build the attorney red queue.

Remediation

Issue playbook and proof package

Select a red or orange issue from the queue to load a remediation playbook.

Research

Recent activity

Reports

Generate report

This plan includes both Compliance and Risk reports.

Administration

Portal health

API tokenRequired
Firm scopeDirectory
HealthLoading

Billing & Report Access

Select an entity to configure billing and report access.

MUD Paying Reports Status Action
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