Features

The client portal is the primary evidence intake surface and the client's window into their case. It must be accessible on mobile (where most evidence lives) and feel fast, simple, and safe.

A client-facing conversational interface for understanding their own evidence, without incurring attorney fees or creating liability.

Methods for getting digital evidence into the system. Each capture method below has its own Phase, Users, and Architecture dependencies. They ship independently.

Attorneys build cases around legal arguments, not just chronology. The issue/claim model provides a hierarchical structure for organizing facts, evidence, and entities around the legal theories that drive the case.

What attorneys can search for, all pre-computed at ingestion with instant results:

Create, organize, and assign cases. Assign attorneys, staff, and clients to cases. Case-level settings (expiry, intake email).

The firm admin manages the firm's account, team, and billing.

| Channel | Phase | Behavior |

Per-case AI cost tracking, budget controls, and client-facing export tools. AI operations are billed through a per-operation rate card (see [business-model.md](business-model.md#layer-2-ai-operations-rate-card-per-case-metered)). This feature gives attorneys visibility and control over AI spending, with tools to pass costs through to clients.

Attorneys can invite external collaborators (co-counsel from another firm, expert witnesses, mediators, guardians ad litem) to view a specific case with read-only access.

Summarize patterns across selected evidence items. Attorney selects items, system identifies themes, contradictions, and escalation patterns.

Instruction profiles are structured instruction files — analogous to a CLAUDE.md — that customize how AI agents behave across the platform. Every AI operation (enrichment, analysis, Chat with My Case, report generation) resolves a merged instruction context from a layered hierarchy. The attorney's accumulated judgment about how specific types of work should be done is encoded once and applied automatically to every AI interaction.

Dedicated viewer and management tools for deposition transcripts. Depositions are a critical evidence type in contested family law, employment, and civil litigation. Attorneys need to search transcripts, create citations, mark designations, and cross-reference testimony against other evidence in the vault.

| Report Name | Description |

Attorneys generate scoped API keys for agents through the dashboard. Each key specifies allowed cases, operation permissions (`read`, `write`, `delete`, `analyze`), and rate limits. Agents authenticate with bearer tokens; the same middleware validates both human and agent tokens. See [Agent Authentication & Sessions](agent-native.md#agent-authentication--sessions).

Lightweight task tracking within a case. Not a practice management tool, but a simple checklist for coordinating evidence-related work within the team. Intactus is an evidence platform, not a project management system. Firms use Clio, MyCase, or similar tools for full practice management.