Detailed In Design
Legal SaaS workspace
Customer Admin
Workspace owner
Customer legal workspace
Estate Plan Plus
Living estate plan workspace for assets, beneficiaries, trust funding, and family instructions.
Plan readiness
78%
Trust tasks
37
Review SLA
3.4h
Audit traces
812
Legal control plane
Attorney-gated AI and data isolation
Billing
DID License Agent / annual renewals
AI gateway
OpenRouter / openai/gpt-5-mini
Data
PostgreSQL / Redis / MinIO
Secrets
regulated-vault ExternalSecrets
Attorney review and customer release workflow
Review period
May 2026
Assigned attorney
A. Miles
Release status
Attorney review
Review period
Estate planning / Watermarked estate plan packet draft
22
Draft ready
23
Attorney SLA
24
Partner block
27
Export window
Customer workspace
account-scoped namespace
Data stack
PostgreSQL / Redis / MinIO
Secrets
regulated-vault ExternalSecrets
AI trace ledger
Prompt, facts, reviewer, release
Customer intake
v1.4-IN / A. Miles
Document vault
v1.2-IL / Pending
License context
v1.4-IN / S. Patel
Platform controls
Host-aware API surface for this product
SSO
/api/did/sso/callback
Heartbeat
/api/did/heartbeat
Upload
/api/did/documents/upload
AI draft
/api/did/ai/draft
Review
/api/did/review
Release
/api/did/release/approved
Archive
/api/did/archive
Settings
/api/did/settings