02 — The Automation Stack
Four pillars: intake-to-e-sign, litigation, deadlines and citations, and the channel-integrated underwriting layer. Each is implemented under attorney supervision behind the same Rule 5.3 review gate, and each is statute-grounded where applicable.
A single client intake yields nine attorney-grade documents in minutes — retainer, HIPAA, conflict memo, SOL memo, C-3, C-3.3, OC-400, OCA statement, demand letter. All form fields auto-populate from intake capture. Attorney finalize-signature triggers the self-hosted e-sign cascade to client and counterparties.
Summons & Complaint engineered against NY CPLR pleading requirements. Bill of Particulars under CPLR §§ 3041–3044, auto-populated from matter data. Defendant-answer ingestion with auto-read and structured reply drafting. Direct e-filing adapter for NYSCEF (NY) and NJCourts eCourts (NJ).
Calendar-grade statutory deadline engine, particularly load-bearing for Workers’ Compensation — WCL § 18 employer-notice windows, § 28 claim-filing SOL, integrated WC Board hearing calendar. Violations & citations auto-generated under WCL § 25 and § 123, plus adjacent OSHA and NY Labor Law triggers.
The Damages Ledger and matter scaffold feed an internal Case Pricing Engine producing a probabilistic case-value estimate. That estimate flows directly into Case Cash auto-qualification at intake — a funding indication within minutes of matter open. The operational lever that makes the financing partnership a closed-loop product, not a marketing arrangement.
Pillar 01 is live in the flagship deployment. Pillar 03 deadline engine is live for WC notice and SOL tracking; violations auto-generation rolls under Year 1. Pillars 02 (court e-filing endpoints) and 04 (Case Cash API wiring) are in active engineering — production credentials and partner endpoints complete under Year 1 in coordination with the strategic-partner relationship.
The Case Pricing & Case Cash auto-qualification flow is the capability no peer platform offers. Architecture walkthrough by the supervising attorney at the flagship firm.