AI retrieval is disabled and classified resources require an AI plane policy decision before use.
MCMaya ChenAttorney · Pilot
CLIENT SERVICE

Clients and accounts

Account contacts, portfolio posture, billing guidelines, reporting obligations, and portal access boundaries.

Client portal login remains disabled

This owner-only pilot can prove internal access governance, but it does not expose matter data to clients or other external users.

Client portal access controls

Load identity, approval, sharing policy, activation truth, and revocation evidence.

Active clients12Synthetic pilot
Open matters48Across accounts
Client contacts31Internal directory
Outstanding AR$63,420Synthetic

Account portfolio

Metrics shown are synthetic and do not represent a connected billing or claims system.

ClientOwnerDue / eventStatus
Summit Claims Services23 open matters · 98% report SLAElena RuizReview Aug 28Healthy
Meridian Risk Partners16 open matters · 2 guideline exceptionsDavid ParkReview Aug 25Attention
Harbor Mutual9 open matters · portal invitation pendingMaya ChenReview Sep 02Internal only