Trace commingled funds. Deliver reviewable workpapers.
Stage supported PDF or image extraction for approval, import validated generic transaction CSV rows, run deterministic single-claim LIBR calculations, and export a scoped workpaper for professional review.
Keep the explicit claim source, calculation settings, material PDF rows, assumptions, snapshot metadata, and final-file integrity reference visible for review.
Reviewed Intake
Approve candidate rows from supported PDF or image extraction; validated generic transaction CSV rows import directly.
Single-Claim LIBR
Apply deterministic LIBR settings to an explicit source transaction and ordered, reviewed account rows.
Source Provenance
Keep the claim source and linked source references visible for reviewer validation.
Scoped Workpaper
Export material rows, assumptions, snapshot metadata, and an exact-file SHA-256 reference.
A bounded path for LIBR review and expert handoff.
- Supported PDF or image extraction staged for explicit approval.
- Validated generic transaction CSV rows imported directly for review.
- Deterministic single-claim LIBR using an explicit source transaction.
- Attorney-reviewable PDF with material rows and calculation snapshot metadata.
| Need | Exit Protocol Support |
|---|---|
| Traceability | Transaction-level calculation path and balance history. |
| Review discipline | Explicit source provenance, assumptions, and PDF scope. |
| Workpaper output | Material rows plus snapshot metadata for professional review. |
| Integrity reference | Separate SHA-256 value for the exact final PDF bytes. |
Test one matter type without changing your whole practice.
Use a controlled pilot to evaluate the supported V1 path against written review, accuracy, security, and operating criteria.