Case access
Verified accounts and current case relationships control access.
Security and privacy
Visit Bridge separates private checkpoints from shared case review and checks current access before serving source PDFs and agreed proposals.
Verified accounts and current case relationships control access.
Key workflow changes and file downloads are recorded for review.
Source PDFs undergo technical checks and use explicit sharing controls. Generated proposals and sources are served through authenticated access checks.
Automated and live checks cover the workflow and access boundaries. Technical checks do not establish legal compliance or court acceptance.
Privacy, retention, support access, backup, deployment, and incident response documents are maintained in the release packet and should be reviewed with counsel and customer stakeholders before processing real production records.
Contact us to review controls with your stakeholders, or sign in to continue your parent or attorney account.