Customer
Start, save, upload, review
- Choose NY/NJ path.
- Name draft and matter.
- Upload copies only.
- Request review add-on.
Operations SOP • every role
Service Fulfillment SOP
A clearer operations map for paid users: what customers do, what staff may do, what paralegals may organize, what attorneys review, and what owner/admin must supervise.
Staff
Organize only
- Check missing information.
- Sort document copies.
- Prepare reminders.
- Escalate risks.
Paralegal
Prep for attorney
- Build review package.
- Summarize facts.
- Flag unclear items.
- No legal advice.
Attorney
Review after gate
- Conflict check.
- Scope/engagement.
- Secure access.
- Review notes and approval controls.