Legal Vault

Legal Vault is a branded legal workflow environment connecting structured first enquiries, secure questionnaires, services and payments, assignment, case progression, controlled repository records, staff access and audit review. It is developing as an operating layer around the practice rather than as a replacement for legal judgement or every function of a practice management system.

This is a demonstration environment. It is designed to let a solicitor practice explore the workflow, Staff Vault, repository controls and security model before a dedicated deployment is created for the firm.

No. Use representative or dummy information unless Avant Garde Web and the solicitor practice have specifically agreed an authorised trial configuration. The demonstration should not be treated as the firm’s live client repository.

Legalvault.ie explains the product. Demo.legalvault.ie is a reusable demonstration environment. A live solicitor deployment is intended to be a separate, dedicated environment configured for that practice, with its own users, branding, workflows and operational controls.

Yes. The demonstration theme is responsive and designed to remain usable on modern phones and tablets as well as desktop browsers. The mobile experience is being treated as an important part of the product rather than as a reduced desktop view.

Stage 1, the Legal Concierge, captures the first contact in a structured way. It is intended to collect enough information for initial triage, including matter context, urgency, contact information and conflict-related information where configured.

The legal team can review the initial engagement and decide whether more information is required. An approved enquiry can then progress to a matter-specific Stage 2 questionnaire using a controlled invitation rather than relying on a loose email exchange.

The exact fields depend on the selected form. The current form library supports matter-specific questions, verified contact, consent and supporting document upload. Completed questionnaires can then become controlled repository records.

The current form library includes general enquiry and matter triage, consultation and conflict check, court papers and deadline alerts, secure document delivery, personal injury, family law, probate and estate administration, wills, enduring power of attorney, employment, residential tenancy, debt recovery, and property purchase and sale questionnaires. Forms can be enabled or disabled in Vault settings.

It is the staff workspace for completed questionnaire and document records. Records can carry references, statuses, priorities, verified contact information and assignment data, with access controlled by the user’s role. Export, PDF and audit controls are available where the user has the relevant capability.

No. Staff work within a controlled Legal Vault environment rather than the day-to-day administration of the practice website. Access is aligned to the user’s role in the legal workflow.

The current access model includes Vault Administrator, Supervising Solicitor, Solicitor or Case Handler, Reception or Intake, and a read-only audit role. Permissions are intended to follow the minimum access needed for each function.

Authorised repository access uses a password followed by a six-digit verification code sent by email. This creates a controlled Vault session tied to an authorised account.

The current deployment uses AES-256-GCM for sensitive stored repository content, with installation-level key material and private storage configured outside the public web root. Security still depends on the full hosting, WordPress, email and operational configuration, so no web system should be described as absolutely secure.

The audit and access ledger records significant events such as logins, access changes, training activity, repository actions, invitations and system events. It is designed to be append-only and tamper-evident so that later review has a chronological operational record.

Yes. Firm and Vault settings act as the central source for the firm name, contact information, logo, colours, privacy notice, house rules, invitation settings and related presentation options. Those settings can be inherited by the client-facing and staff-facing parts of the Vault.

No. The current system structures repetitive collection, progression, access and record-control tasks around legal work. Legal judgement, acceptance of instructions and professional advice remain with the solicitor and the practice.

The Services & Payments dashboard now supports manual assignment of a payment or enquiry record to an authorised user and tracks its case stage. Automatic expertise-based routing and full synchronisation with every Staff Vault repository record remain next-stage integration work.

Not in the current v0.9.7 demonstration. The next-stage concept is to allow an accepted matter to progress into a dedicated client workspace with controlled documents, updates, approvals and a shared matter history while professional notes remain private.

A Stripe test-payment journey is available for selected demonstration services. It does not transfer live funds. The dashboard can record payment status, revenue, VAT, assignment and case stage around that transaction. Broader billing, work-in-progress and matter-accounting functions remain outside the current demonstration.

This is agreed as a next operational feature rather than a current demo function. The planned digest will run from assignment until closure and summarise new matters, items needing attention, waiting-on-client cases, payment and engagement status, next actions and recently closed work. A supervising solicitor can receive a practice-wide version.

The intended model is a fresh, dedicated deployment for that practice rather than converting the shared demonstration instance into production. Firm identity, authorised users, forms, workflow settings and deployment controls can then be configured for the live environment.

Yes, within the scope of the product and the agreed deployment. The current form library can be enabled or disabled from Vault settings, and terminology, workflow stages, permissions and practice-specific requirements can be reviewed during implementation.