Attorney gate • scope control

Attorney Scope Manager

This manager keeps attorney review as an optional add-on while protecting the line between platform organization and attorney-client relationship formation. It requires conflict check, attorney acceptance, scope, engagement terms, payment/quote controls, secure access, and assignment before attorney review proceeds.

Engagement Gate Attorney Review Room Attorney Network

Scope letter preview

Create attorney scope package preview

Client emailMatter IDStateReview type

Conflict check complete Attorney accepted matter Scope approved Engagement terms signed Payment/quote controls ready Secure document access configured

No scope package yet.

Boundary

No automatic attorney relationship.

The platform can organize information and request review, but an attorney-client relationship is not created until the real attorney gate is complete.