AI retrieval is disabled and classified resources require an AI plane policy decision before use.
MCMaya ChenAttorney · Pilot
RELEASE 1 · COMPANION PILOT

Golden workflow control room

Run one persistent, source-linked chain from matter import to verified export. Unavailable providers stop in explicit sandbox or blocked states.

Deterministic synthetic pilot

This proves Athena’s records, approvals, events, billing validation, failure states, and export. It does not call MerusCase, OCR/AI, Verbatim, or Microsoft 365.

  1. 1
    Matter importedPending

    Separate Matter, Claim, Injury, and ADJ identities preserved from a deterministic MerusCase-shaped record.

    MerusCase sandbox
  2. 2
    QME analysis readyPending

    Classification and fixed OCR/extraction produce three exact-page candidate facts without invoking an external provider.

    Deterministic processor
  3. 3
    Verbatim work product draftedPending

    A source-linked QME analysis draft is created with a visible sandbox provider label.

    Verbatim sandbox
  4. 4
    Attorney approval recordedPending

    An authenticated attorney or partner approves the client report and creates audit/event evidence.

    Athena native
  5. 5
    Microsoft delivery handoffPending

    The approved report is queued as retryable work but remains blocked—not sent—until Microsoft 365 is activated.

    Microsoft 365 disconnected
  6. 6
    Time and billing validatedPending

    1.2 hours are human-confirmed; the synthetic Summit rule version validates narrative and UTBMS codes.

    Athena native
  7. 7
    Verified matter archive readyPending

    A tenant-scoped TAR bundles the coverage manifest and verified synthetic original, then proves checksums by reading the archive back before release.

    Athena native
Source grounding

QME pages 27, 29, and 31 remain linked to the impairment, restriction, and apportionment candidates. Every transition adds an actor-attributed event, audit record, and outbox item.

Release boundary

The archive includes a safe, generated synthetic PDF original. User uploads remain quarantined until an approved malware scanner and OCR pipeline are connected.