ProSe Legal Operations Platform

Workspace readiness

Pro Se is ready for protected access.

The selected seat opens to a focused workspace with saved progress, permanent settings, connection review, and clear first actions.

Workspace selected

Saved progress and next actions

Matter intake

Start or resume the guided intake before organizing records.

Evidence review

Uploads and imports stay review-required before they enter the matter file.

Packet readiness

Missing items, service/proof, and court-day outputs remain visible from the workspace.

Account state

Selected seat

Pro Se Seat

Resume path

Resume intake or open the matter dashboard

Review posture

Suggestions and imported records remain review-required before becoming workspace content.

Resume intake or open the matter dashboard Create account Settings Connections

Selected workspace

Pro Se Seat

Self-represented litigants and parents

A guided legal workspace for people managing their own matter.

Open protected workspace Create account Settings Connections

First useful actions

1Start or resume intake
2Upload records for review
3Open the missing-item checklist
4Create the first packet-ready summary
5Open the parent workflow command board

Outputs included

Case summaryEvidence indexTimeline reportHearing-prep packetCourt-day packetService/proof summary

Outputs stay clearly labeled by scope so private notes, client-ready material, and court-ready material do not collapse into the same view.

Saved handoff

This browser remembers the selected seat for account readiness and resume screens when storage is available. Suggested facts, communication revisions, packet readiness items, and imported records remain review-required before they become official workspace content.

Public conversion handoff

Choose a seat, keep the handoff, open the right workspace.

The public path keeps the active paid workspaces clear. A visitor chooses Pro Se, Attorney, or Family Communications, then account access carries that selected seat into the correct protected workspace with saved progress, settings, and connections visible.

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Pro Se Seat

Matter intake, uploaded records, missing-item checklist, packet readiness, settings, and connections remain visible.

Extracted facts and imported records remain review-required before becoming matter content.

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Attorney Seat

Matters, clients, tasks, deadlines, evidence review, private work product, reports, settings, and connections remain visible.

Professional output separates private work product from client-safe and packet-ready material.

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Family Communications Seat

Threads, participants, templates, drafts, reviewed digests, settings, and connections remain visible.

Communication coaching stays private by default and protective posture requires sustained-pattern review.

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