Matter intake
Collect the information needed to open or review a request. Identify missing documents and route the intake to the appropriate team without making conflict-clearance decisions.
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Legal teams need the right matter, document version and permissions before an answer is useful. dplyz builds administrative and knowledge workflows that preserve those boundaries and make the source easy to inspect.
LegalConnected operationsThe operating reality
An outdated draft or a document from another matter can look convincing in a search result. Retrieval has to respect matter access and document status, then point the reviewer to the exact material used.
Collect the information needed to open or review a request. Identify missing documents and route the intake to the appropriate team without making conflict-clearance decisions.
Organize files, identify duplicate versions and prepare a chronology. Preserve the original files and make every extracted date or statement traceable.
Search approved precedents and guidance with access controls. Show source references, document dates and uncertainty when the available material does not answer the question.
An illustrative workflow
The workflow prepares a timeline from the authorized matter folder and lists unresolved information requests. Each timeline entry links to its source. The reviewer checks the record before using it in advice or correspondence.
A focused first release
Begin with an internal administrative task using a clearly authorized document set. Define what must be reviewed and how access changes reach the search index.
The scope here is internal preparation and administration. Qualified reviewers remain responsible for advice and any external use of generated material.
They must be part of the design. We test access at retrieval and output, including revoked access and documents shared across folders.
Bring us a real process, the systems it touches and the result your team needs.