Counsel transition file portability checker

Reduce repeated file requests during an authorized counsel transition

Confirm the buyer's problem and scope, collect client-authorized matter export, attachment indexes, supplied deadline lists and transfer scope, then follow this sequence: 1. Validate attachment and link integrity. 2. Map open items to supporting files. 3. Reconcile recipient acknowledgments and missing material. Resolve uncertain cases with qualified reviewers, approve lawyer-reviewed transfer inventory and exception bundle, and measure recipient-confirmed completeness and hours spent resolving missing material against a documented baseline.

How the AI works

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. No autonomous transfer or legal deadline calculation; counsel verifies authority and obligations. A model suggestion is never a verified fact, professional decision or authorization to act.

Safeguards

Preserve matter confidentiality, access boundaries and original evidence. Qualified professionals review legal interpretations and final client documents. No autonomous transfer or legal deadline calculation; counsel verifies authority and obligations. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

What to build first

Pilot scope: No autonomous transfer or legal deadline calculation; counsel verifies authority and obligations. Implement one approved input format, a bounded representative case set and the first two task modules: validate attachment and link integrity; map open items to supporting files. Support the third module with operator review: reconcile recipient acknowledgments and missing material. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

What it can connect to

Authorized matter files, firm templates and approved legal knowledge collections. Source repositories, task trackers and report exports. Keep findings as review proposals until authorized owners accept the resulting actions. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

The screens in detail

Primary screens: Submission and rules, Evidence-linked exceptions, Reviewer decisions and export. Open on a review queue ordered by reviewer-selected priorities. Show each finding beside the original evidence and applicable rule. Provide accept, dismiss and needs-information controls with reasons. A separate report view summarizes confirmed findings and unresolved items, not raw AI flags. Make the task-specific outcome lawyer-reviewed transfer inventory and exception bundle visible beside its evidence, review state and value baseline.