Matter Intelligence Scan™
See which readiness control needs attention first.A 10-step, rule-based scan scores Organize, Understand, and Decide readiness before asking you to sign in.
Start the Matter ScanAttorney Intelligence Toolkit · No records required
Start organizing the matter before records are transferred.
Four free, no-record tools help legal teams assess operational readiness, plan record requests, control one matter, and decide whether expert spend is premature.
Useful result before sign-in · No upload control · No case-merit conclusionsFour connected tools
Start free. Save only when the work becomes worth keeping.
Each tool provides an on-screen result before account creation. Sign-in is used only for one free matter workspace, synchronization, and exports.
Record Request Builder™
Generate a categorical source-control plan.Choose a matter category, care settings, and known groups to create an editable request and receipt checklist.
Build a request planMatter Readiness Workspace™
Keep one free matter operationally controlled.Save scan, record-plan, Expert Gate, tasks, and activity under one anonymous matter code after sign-in.
Open the free workspaceExpert Spend Gate™
Test preparation before committing expert time.Eight categorical inputs identify whether the source set, sequence, questions, specialty scope, and timing are ready.
Run the Expert Spend GateClear operating boundary
Readiness support—not a hidden case evaluation.
What the toolkit can do
- Organize categorical source groups
- Identify operational readiness gaps
- Produce deterministic next-step suggestions
- Prepare a focused human scoping conversation
What it will not do
- Accept records, attachments, names, or narrative
- Determine merit, negligence, or causation
- Provide damages, valuation, or deadline guidance
- Replace qualified legal, clinical, or expert judgment
Need a private scope conversation instead?
Keep records out of the first contact.
Discuss the decision, broad scope, timing range, and likely service fit. Secure transfer instructions follow only after fit and engagement are confirmed.