Party Setup
Build the party hierarchy — employer → carrier or self-insured → TPA (if applicable) | Claimant: injured worker
Add Party Node
Party Hierarchy
🏢
No parties yet
Start with an employer or carrier at the root, then add TPAs below as needed
Firm Intelligence
Reference library powering AI research across all Chambers agent modes
🌐 Lionheart Global Library
Managed by Lionheart Technologies. Available to all firms. Read-only.
No global documents configured.
| Title | Type | Chunks | Status | Actions |
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🏢 Your Firm Documents
Documents uploaded by your firm. Used in RAG alongside the global library.
📁
No firm documents uploaded yet
Upload your first document below.
| Title | Type | Chunks | Status | Actions |
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Upload Firm Document
Open New Matter
Create the matter container, link parties, and assign team roles
Matter Details
Assign Team Roles
| Name | Role | Lead | |
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| No roles assigned yet | |||
All Matters
Active workers' compensation defense matters
| Matter # | Name | Type | Jurisdiction | Status | Created |
|---|---|---|---|---|---|
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Ingest Document
Upload QME reports, AMEs, PR-4s, IMEs, and medical records for AI extraction · Ollama llama3:8b
Upload Document
⚠️
Duplicate file hash detected.
This file was previously ingested as document .
Ingesting as a new record linked to the original — no data is blocked.
AI-Extracted Evidence
CA SB 574 Disclosure: Evidence extracted by llama3:8b.
All findings are pending mandatory attorney review before use in any legal proceeding.
Gitea PRs — Attorney Review Queue
Each evidence finding creates a Gitea PR in localhost:3001/lionheart/lionheart-partners.
Merging a PR = attorney sign-off and immutable audit record.
Ingestion Pipeline
📤
Upload
Waiting for file…
🔍
OCR Extraction
Waiting…
🤖
AI Analysis
Waiting for Ollama…
✅
Evidence Indexed
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—
Pages
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Findings
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Chunks
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GRs
Evidence Review
AI-extracted findings pending attorney verification and Governance Request (GR) sign-off
Matter
Status
Type
CA SB 574: Attorney review required before any AI finding is relied upon in legal proceedings.
🔍
Select a matter to load evidence
Verification Artifacts
AI-generated findings awaiting attorney sign-off · Governance Request (GR) merge = cryptographic legal signature
Matter:
Status:
Type:
🔒
California SB 574 · Governance Request (GR) Sign-Off Protocol
All AI-generated artifacts require attorney review. A merged Governance Request (GR) constitutes the attorney's cryptographic signature under CA SB 574. Artifacts without GR sign-off may not be used in legal proceedings.
📋
Loading artifacts…
Contradictions
AI-detected conflicts between evidence objects — review, resolve, or dismiss
Matter
Severity
Status
⚡
No contradictions found
Contradictions are auto-detected during AI analysis of ingested documents
Chronology
Medical and legal timeline sorted by date — color-coded by event type
Matter
Event Type
KEY:
Date of Injury
Prior Injury
Treatment
Diagnosis
QME Exam
Disability Rating
Other
📅
Select a matter to load the timeline
CaseClaw Query
Natural language queries against indexed evidence · llama3:8b · SB 574 disclosed
🔒
California SB 574 Disclosure
All query responses are AI-generated using llama3:8b and are based solely on indexed evidence. Results require mandatory attorney review before use in any legal proceeding.
Response
Session History
Example Queries
What work restrictions apply to the injured worker?
Summarize all prior injury history.
What is the apportionment finding for the lumbar injury?
What are the causation opinions in the QME report?
List all disability rating findings.
Current Persona: Partner (attorney)
Queries are tagged with your role. Attorney queries have full evidence access. Paralegal queries are filtered by matter assignment.
Queries are tagged with your role. Attorney queries have full evidence access. Paralegal queries are filtered by matter assignment.
New Task
Workflow Tasks
Task board with priorities, due dates, and role assignments — overdue tasks highlighted
Priority:
Status:
✅
Select a matter to load tasks
Audit Trail
Immutable append-only event ledger · All AI actions disclosed per California SB 574
Matter:
Category:
🔒
Loading audit events…
Claimant Intelligence
Loading…
Loading intelligence…
Stack Health
Real-time status of all Bastion Neural Vault components
MerusCase Billing Sync
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Pending
—
Exported
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Void
—
Errors
Last export: —
Auto-sync every 15 minutes for connected firms.
💚
Additional health panels coming soon
PostgreSQL + pgvector · Ollama llama3:8b · Gitea API · API server
Admin Panel
Firm Administration · firm_admin role required
| Name / Email | Role | Status | Bar # | Matters | Actions |
|---|---|---|---|---|---|
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| User | Role | Lead | ||
|---|---|---|---|---|
| Select a matter above | ||||
Assign User to Matter
| Role | Matter Access | Can Approve | Ingest Docs | Query AI | Admin Panel |
|---|---|---|---|---|---|
| firm_admin | All matters | ✓ | ✓ | ✓ | ✓ |
| partner | All matters | ✓ | ✓ | ✓ | — |
| attorney | Assigned only | ✓ | ✓ | ✓ | — |
| paralegal | Assigned only | — | ✓ | ✓ | — |
| adjuster | Assigned only | — | — | ✓ | — |
| investigator | Assigned only | — | ✓ | ✓ | — |
Comprehension Check Settings
Firm Default — Questions per GR Review
2
Number of questions generated per GR review (1–5). Applied to new users at account creation.
Per-Attorney Configuration
Override the firm default for individual attorneys.
| Attorney | Role | Questions | Edit |
|---|---|---|---|
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Chambers
💬
No sessions yet
Select a session or start a new one
Session
Claimant Intel Active
Share Session
Invite a team member to this session
All team members are already in this session
New Chambers Session
Select a session mode.
💬
General
Private AI assistant for all staff
📊
Firm Intelligence
Aggregate analytics for partners & admin
⚖️
Case Chambers
Matter co-counsel with full evidence graph
New Chambers Session
Loading agents…
✉️ Email Intelligence
Last sync: —
📧
Connect Gmail
No Gmail account is connected. A firm admin can connect an account to begin syncing emails for attorney review.
Requires firm_admin role and Google OAuth credentials configured in docker-compose.yml
✉️
Select an email to review
Pending emails require attorney review before ingestion
—
From:—
To:—
Date:—
Matter:—
SB 574 Disclosure: These findings were extracted by an AI language model (llama3:8b). All AI-generated findings are pending mandatory attorney review before use in any legal proceeding.
Summary
Deadlines
Action Items
Key Parties
Document References
Attorney Review Required
Matter *
Access Level
Eyes-Only Users
Notes (optional)
✅
Approved — ingested into matter.
Bastion Sealed ✓
✕
Rejected —
Reject Email
Edit Content Access
Content Access Rules
Classification labels for all firm content — emails, documents, and chunks
| Content ID | Type | Matter | Access Level | Eyes-Only Users | Set By | Date |
|---|
🔒
No classification records
Content is classified when emails are approved or documents are ingested with specific access settings
Governance Requests™
Attorney in the Loop™ — Your Queue
Sovereign AI Governance™ — Private AI. Human Verified. Fully Audited.
Pending Review
⚡
Select a Governance Request
AI-generated and human-submitted requests require attorney review and authorization under Sovereign AI Governance™
Normal
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—
—
—
Generated By
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Age
—
Assigned To
Unassigned
Status
—
Description
—
Notes
—
Supporting Documents
None
Rejection Reason
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Billing
Edit before approving — values will carry into the billing record.
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Create Governance Request™
Flag an item for attorney review and authorization under Sovereign AI Governance™. All submissions are logged to the immutable audit ledger.
This Governance Request will be logged with your identity and timestamp under Sovereign AI Governance™. All submissions are visible to attorneys and firm administrators.
| Date | Type | Priority | Matter | Title | Status | Reviewed By | Time to Close |
|---|---|---|---|---|---|---|---|
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Activity Summary
Governance Request metrics for the selected period
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Compliance Score
By Type
By Attorney
Select a date range and click Run Report.
SB 574 Compliance Certificate
Generate an attorney in the loop compliance report
—
—
Select a date range and click Generate.
Reject Governance Request
The request will not be authorized. It remains in the audit record for compliance purposes.
Assign Governance Request
Assign this GR to a specific attorney for review.
🔔 Case Watch Alerts™
Attorney in the Loop™ — Pending Review
🔔
Select an alert to review
AI-generated alerts require attorney review before client delivery
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—
—
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Client Alert — What They Will See
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Recommended Action
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Source Documents
No source documents recorded
SB 574 Disclosure: AI-generated alert pending attorney review under Attorney in the Loop™ — Sovereign AI Governance™
📬
No deliveries yet
Delivery history will appear here after the alert is approved and delivered
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Approve Alert for Delivery
This is the Governance Request™ authorization. Your approval is logged as the attorney sign-off under Attorney in the Loop™.
Reject Alert
The alert will not be delivered to the client. It will remain in the record for audit purposes.
Deliver Alert
Record the delivery of this alert. An audit hash will be generated for tamper detection.