Attorney review bridge

Turn a draft or document group into a review add-on request without implying legal review is already live.

This bridge connects customer drafts, staff organization, paralegal preparation, attorney-review readiness, and engagement-gate requirements. It keeps the review path clear while preserving the no-legal-advice boundary until a real attorney accepts the matter.

Create Review Request Open Work Vault Attorney Engagement Gate

Attorney-review boundary: A review request, checkout preview, staff task, paralegal note, or attorney queue item does not create legal advice or an attorney-client relationship. Attorney review requires conflict check, attorney acceptance, scope, signed engagement terms, payment or quote controls, secure document access, and assignment.

Use this when a user wants review as an add-on. The request can point to a named draft, uploaded-copy group, finished item tracker, or probate/trust package.

Requested by role Matter name Draft / item name Review add-on level Urgency Current package status

Engagement gate checklist captured so far Client contact captured State/county captured Interested parties listed Scope selected Document copies organized Conflict check ready Payment/quote placeholder ready Secure access needed

Questions for staff, paralegal, or attorney review 0 / 3500

Review bridge queue

Turn a draft or document group into a review add-on request without implying legal review is already live.

Preview requests with gate status and next safe actions.