A record of thoughtful work
Show what happened. Preserve the why.
Organize documents, information, decisions, communications, and follow-up into a connected matter history.
A matter’s history, with the supporting context.
Each category holds links to original records, decisions, review notes, and follow-up. A chronological report shows what happened and the information considered. An Evidence File is not a statutory accounting, a court filing, or a guarantee of legal protection.
01Governing documents02Fiduciary authority03Assets and liabilities04Investment decisions05Delegation decisions06Professional due diligence07Communications08Distributions09Tax matters10Real estate11Insurance12Beneficiary matters13Accounting14Court filings15Major decisions16Supporting research17Timeline and activity history
The fictional demo remains temporary. A separate owner-only document pilot supports saved matters and original uploads. AI activation and production security validation are pending. Open the private pilot