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Overview

The Case Workspace is your AI-powered command center for managing every aspect of a divorce case. It seamlessly integrates Victoria AI, document management, client communication, billing, and case planning in one unified interface.
Every case automatically gets its own workspace with 10 powerful tabs. No setup required - just open a case and start working.

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All Workspace Tabs

Co-Counsel

Chat with Victoria’s 3 law firm agents: Co-Counsel, Discovery Manager, and Financial Analyst

Tasks

AI-generated and manual task management with smart workflows

Calendar

AI-maintained deadlines, hearings, and court dates

Billing

Time tracking, expenses, and invoice generation

Messages

Secure communication between law firm and client

Notes

Private case notes and documentation

Documents

LexVault document management with AI analysis

Discovery

Discovery Command Center for document production

Financial

Financial Analyst for asset division and support calculations

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Tasks Tab

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AI-Generated Task Workflows

Victoria AI can generate complete task workflows from natural language prompts. Simply describe what you need, and Victoria creates a structured task list with priorities, due dates, and dependencies. Example Prompts: 
"Generate a contested divorce workflow for a high-asset case with business valuation"

"Create discovery phase checklist for a custody modification case"

"Build tasks for emergency custody order filing in California"

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Victoria Task Assistant Features

Describe your case stage in plain English:
  • “We’re starting discovery in a contested case”
  • “Need to prepare for settlement conference next month”
  • “Client wants to file for custody modification”
Victoria analyzes your request and generates a complete task list with:
  • Titles and detailed descriptions
  • Priority levels (low, medium, high, urgent)
  • Task types (filing, meeting, research, discovery, court appearance)
  • Realistic due dates
  • Task dependencies
Pre-built workflows for common scenarios:Litigation Templates:
  • Contested divorce workflow (30+ tasks)
  • Mediation preparation checklist
  • Trial preparation timeline
  • Emergency orders workflow
Discovery Templates:
  • Discovery phase checklist
  • Deposition preparation tasks
  • Document production timeline
Post-Judgment Templates:
  • Modification proceedings
  • Enforcement actions
  • Appeal preparation
Every task includes:Core Information:
  • Title and description
  • Due date (auto-calculated from workflow)
  • Priority level (color-coded)
  • Task type with matching icon
Assignment & Status:
  • Assigned team member
  • Status (pending, in progress, completed, cancelled)
  • Completion timestamp
AI Metadata:
  • ai_generated: true flag
  • Template used
  • Victoria context for future reference
  • Task dependencies
Multiple ways to organize your work:Dashboard View (Default):
  • Past Due (red alerts)
  • Today (yellow highlights)
  • This Week (organized by day)
  • Next 2 Weeks (upcoming deadlines)
Coming Soon:
  • Kanban board view (drag & drop)
  • Calendar view (visual timeline)
  • Team view (grouped by assignee)

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Task Management

Create Tasks:
  • Click “Add Task” for manual entry
  • Use Victoria to generate task workflows
  • Convert checklist items from other tabs
Organize Tasks:
  • Filter by status, priority, assignee, case
  • Search task titles and descriptions
  • Sort by due date, priority, or creation date
Track Progress:
  • Update status as work progresses
  • Mark tasks complete with completion timestamp
  • View completed task history
Use Victoria’s task generation for comprehensive workflows, then customize individual tasks as your case evolves. Tasks marked ai_generated help track which workflows came from Victoria.

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Calendar Tab

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AI-Maintained Deadline Tracking

Victoria automatically extracts and tracks deadlines from court documents, orders, and scheduling notices. The Case Calendar unifies two powerful systems:

Court Deadlines

Auto-extracted from court documents, orders, and scheduling notices

Calendar Events

Meetings, hearings, and personal events with attendee management

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Deadline Types

Court Deadlines (Auto-Tracked):
  • Filing deadlines
  • Response deadlines
  • Discovery deadlines
  • Hearing dates
  • Trial dates
  • Mediation sessions
  • Temporary order expirations
Calendar Events (Manual & AI):
  • Client meetings
  • Team conferences
  • Court appearances
  • Depositions
  • Settlement conferences
  • Personal reminders

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Smart Features

Visual priority indicators:🔴 Critical (0-3 days) - Immediate attention required 🟠 Urgent (4-7 days) - This week deadlines 🟡 Warning (8-14 days) - Next two weeks 🟢 Normal (15+ days) - Standard timelinePurple gradient indicates AI-extracted deadlines.
Every court event includes:
  • Court location and address
  • Judge name
  • Hearing type (motion, trial, conference)
  • Outcome field (completed events)
  • Occurred timestamp
Download .ics files for:
  • Google Calendar
  • Outlook Calendar
  • Apple Calendar
  • Any iCal-compatible app
Includes reminders 24 hours and 1 hour before events.
Keeps your calendar clean:
  • Deadlines 90+ days past auto-archive
  • Completed events marked with checkmark
  • Filter to show archived items

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Victoria Integration

Victoria Co-Counsel can:
  • Extract deadlines from uploaded court orders
  • Calculate response and filing deadlines
  • Suggest calendar events based on case stage
  • Generate discovery production timelines
Always verify AI-extracted deadlines against official court documents. Victoria provides smart suggestions, but you are responsible for deadline compliance.

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Billing Tab

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Time & Expense Tracking

Track billable time, expenses, and generate invoices - all integrated with your case timeline and Victoria AI.

Time Tracking

Log billable hours with automatic rate calculation

Expense Management

Track case expenses and client costs

Invoice Generation

Generate professional invoices from unbilled entries

Financial Dashboard

Real-time case billing analytics and reports

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Time Entry Features

Manual Time Entry:
  • Date, duration, and hourly rate
  • Description of work performed
  • Activity type categorization
  • Billable/non-billable flag
  • Invoice status tracking
Activity Categories:
  • Client Communication
  • Document Review
  • Legal Research
  • Court Appearances
  • Drafting
  • Administrative Work

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Victoria Time Logging

AI-Assisted Time Entry: Click “Ask Victoria to Log Time” to automatically generate time entries from your conversation history. Victoria analyzes your recent work and creates professional time entries with:
  • Natural language descriptions
  • Estimated hours based on task complexity
  • Appropriate activity type
  • Professional formatting for client bills
Example: 
You: "Ask Victoria to log time"

Victoria analyzes: Case strategy discussion, motion drafting,
document review conversation from past 2 hours

Generated Entry:
Title: "Case strategy and motion drafting consultation"
Hours: 2.0
Activity: Legal Research & Drafting
Description: "Reviewed client facts, analyzed legal strategy
for custody modification, and drafted initial motion outline
with supporting case law research."

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Expense Tracking

Expense Categories:
  • Court filing fees
  • Service of process fees
  • Travel expenses
  • Legal research subscriptions
  • Document copying/printing
  • Expert witness fees
  • Other case-related costs
Expense Properties:
  • Date and amount
  • Category and description
  • Billable/non-billable status
  • Invoice status (pending, billed, paid)

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Financial Dashboard

Real-time metrics for each case: Billing Metrics:
  • Total unbilled time (hours × rates)
  • Total unbilled expenses
  • Pending invoices
  • Total case value (all invoices)
  • Collection rate percentage
  • Effective hourly rate
Reporting:
  • Time entries by activity type
  • Expense breakdown by category
  • Billing trends over time
  • Attorney utilization rates

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Invoice Generation

Create professional invoices with one click:
  • Select unbilled time entries
  • Select unbilled expenses
  • Review total and adjust as needed
  • Generate PDF invoice
  • Send directly to client
  • Track payment status
Use Victoria to log time after long research sessions or document review. Victoria analyzes your conversation context and creates professional, billable descriptions.

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Messages Tab

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Secure Law Firm ↔ Client Communication

The Messages tab provides a secure, HIPAA-compliant communication channel between your law firm team and clients. Think of it as a private messaging platform built into each case.
Messages are case-specific and automatically include all relevant parties. No need to set up group chats - it’s ready to use for every case.

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How It Works

Automatic Setup:
  • Each case gets a dedicated message thread
  • All case attorneys, paralegals, and admins are included
  • All case clients are automatically added
  • Messages sync in real-time
Message Interface:
  • SMS/iMessage-style conversation view
  • Full-screen messaging experience
  • Real-time delivery
  • Read receipts (coming soon)
  • Typing indicators (coming soon)

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Security & Privacy

Row Level Security (RLS) ensures:
  • Firms can only see their own messages
  • Clients only see messages in their cases
  • No cross-firm data leakage
  • Database-level security enforcement
Smart participant system:
  • Law firm members see all case messages
  • Clients only see conversations they’re part of
  • Add/remove participants as needed
  • Track when participants joined
Complete message history:
  • All messages stored indefinitely
  • Full conversation timeline
  • Search message history
  • Export for case files

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Use Cases

Client Updates:
  • Case status updates
  • Document requests
  • Meeting confirmations
  • Quick questions
Team Collaboration:
  • Strategy discussions
  • Task assignments
  • Document sharing
  • Court appearance coordination
Client Intake:
  • Initial questionnaires
  • Document collection
  • Onboarding communications
Use Messages for quick client communication. For document-heavy discussions, reference specific documents from the Documents tab by name.
While Messages are secure, always maintain professional communication standards. Messages may be discoverable in legal proceedings.

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Notes Tab

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Private Case Documentation

The Notes tab is your private notebook for case observations, strategy notes, and internal documentation. Notes are law firm only by default.

Internal Notes

Private notes visible only to your law firm team

Shared Notes

Optional: Share specific notes with clients

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Note Types

Each note type has a distinct color and icon for quick identification:
Default note type for miscellaneous documentation:
  • Case observations
  • Follow-up reminders
  • Administrative notes
  • General thoughts
Document court appearances:
  • Hearing outcomes
  • Judge comments
  • Opposing counsel behavior
  • Courtroom observations
  • Orders issued
Track client conversations:
  • Call summaries
  • Client requests
  • Information provided
  • Follow-up items
  • Client concerns
Legal strategy and planning:
  • Litigation strategy notes
  • Settlement approaches
  • Strengths and weaknesses
  • Alternative arguments
  • Risk assessments
Discovery-related notes:
  • Document review observations
  • Discovery gaps identified
  • Production timeline notes
  • Response strategies

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Note Features

Rich Text Support:
  • Formatted text (bold, italic, underline)
  • Bulleted and numbered lists
  • Headings and subheadings
  • Hyperlinks
Organization:
  • Search across all notes
  • Filter by note type
  • Timeline view with author attribution
  • Edit and delete capabilities
Access Control:
  • is_internal: true (default) - Law firm only
  • is_internal: false - Shared with clients
  • Change visibility per note

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Best Practices

Document Everything: Notes help track case progress and justify billing. After every client call or court hearing, create a note with key takeaways.
Recommended Note-Taking:
  • After every client phone call → Client Call note
  • After every court appearance → Court Hearing note
  • After significant case developments → Case Strategy note
  • After document review sessions → Discovery note
  • After legal research → Legal Research note
What to Include:
  • Date and time of event
  • Who was present
  • Key points discussed
  • Decisions made
  • Follow-up items
  • Deadlines mentioned
Notes are typically attorney work product, but may be discoverable. Avoid inflammatory language or speculation about clients. Focus on factual observations and legal analysis.

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Documents Tab

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LexVault Document Management

The Documents tab provides access to LexVault, Victoria AI OS’s intelligent document management system with AI-powered analysis and semantic search. Key Features:
  • Automatic document categorization
  • Victoria AI insights extraction
  • Vector embeddings for semantic search
  • Version control
  • Confidentiality flagging

Learn More About LexVault

Comprehensive guide to document management, AI analysis, and search capabilities

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Quick Overview

Document Categories:
  • Pleadings (petitions, responses, motions, orders)
  • Discovery (interrogatories, depositions, requests)
  • Financial Documents (tax returns, bank statements, valuations)
  • Correspondence (client emails, opposing counsel letters)
  • Court Orders (temporary orders, final orders)
  • Expert Reports (appraisals, custody evaluations)
AI-Powered Features:
  • Auto-extraction of key facts to CaseMind
  • Deadline extraction to Calendar
  • Financial data extraction to Financial Analyst
  • Discovery gaps identified in Discovery tab
Document Actions:
  • Upload multiple documents
  • Download original files
  • View Victoria’s extracted insights
  • Search across all documents (semantic search)
  • Tag documents as sensitive/confidential
  • Track document versions

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Discovery Tab

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Discovery Command Center

The Discovery tab is your AI-powered hub for managing the discovery phase of litigation. Victoria analyzes all uploaded documents and identifies gaps, suggests requests, and tracks production. Key Features:
  • Discovery gap analysis
  • Document request generation
  • Production timeline tracking
  • Response strategy suggestions

Learn More About Discovery

Complete guide to Discovery Command Center and AI-powered discovery management

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Quick Overview

Discovery Intelligence:
  • Missing document identification
  • Suggested discovery requests
  • Opposing counsel response analysis
  • Production deadline tracking
Victoria Integration:
  • Ask Victoria about discovery strategy
  • Generate document requests
  • Draft interrogatories and requests for production
  • Analyze responses for follow-up
Ask Client Liaison:
  • Request documents directly from clients
  • Track client document production
  • Automated client follow-ups

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Financial Tab

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Financial Analyst

The Financial tab provides Victoria’s Financial Analyst agent - your AI-powered CPA for asset division, support calculations, and financial discovery. Key Features:
  • Real-time financial intelligence dashboard
  • State-specific support calculators
  • Asset and liability tracking
  • Income analysis

Learn More About Financial Analyst

Complete guide to financial analysis, support calculations, and asset division

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Quick Overview

Financial Dashboard:
  • Total assets by category (real estate, retirement, businesses)
  • Total liabilities
  • Net worth calculation
  • Income analysis (both parties)
  • Support calculations
State-Specific Calculators:
  • Child support calculator (all 50 states)
  • Spousal support calculator (jurisdiction-specific)
  • Equitable distribution worksheets
AI Document Processing:
  • Auto-extracts data from financial affidavits
  • Categorizes assets and liabilities
  • Verifies income sources
  • Identifies missing financial documents

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Co-Counsel Tab

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Victoria AI Chat Interface

The Co-Counsel tab is where you interact with Victoria AI - your AI legal assistant powered by Claude Sonnet 4.5.
Victoria has access to all case documents, extracted facts in CaseMind, and 7 layers of intelligence to provide contextual, accurate responses.
Victoria’s Modes (Law Firm Portal):
  • Co-Counsel (default): General legal strategy and research
  • Discovery Manager: Discovery-focused analysis
  • Financial Analyst: Financial calculations and asset division
Client Liaison is Victoria’s 4th agent, but it’s exclusively available in the Client Portal where clients can ask questions, request documents, and get case updates. Law firm users access the three agents listed above.

Learn More About Victoria Co-Counsel

Complete guide to Victoria’s capabilities, intelligence layers, and best practices

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Quick Overview

What Victoria Can Do:
  • Draft motions and pleadings
  • Legal research and case law
  • Case strategy development
  • Settlement negotiation analysis
  • Court procedure guidance
  • Document analysis and summary
Victoria’s Intelligence:
  • Base Prompts (role, expertise, ethics)
  • Practice Knowledge (all 50 states + federal)
  • Case Context (facts, parties, timeline)
  • CaseMind Memory (discovered facts)
  • Document Knowledge (RAG from uploads)
  • Conversation History (recent context)
  • Your Query (specific request)
Cost: ~$0.05-0.10 per conversation

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Cross-Tab Intelligence

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How Tabs Work Together

The true power of the Case Workspace comes from how tabs intelligently share data:
1

Upload Document

Upload a court order to Documents tab
2

Victoria Processes

Victoria extracts key information:
  • Facts → CaseMind
  • Deadlines → Calendar
  • Financial data → Financial Analyst
  • Discovery requests → Discovery tab
3

AI Suggests Tasks

Tasks tab suggests workflows based on document type
4

Calendar Updates

Calendar tab adds extracted deadlines with urgency colors
5

Chat Knows All

Co-Counsel tab can now reference the document and facts

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Smart Prefetch System

When you open a case, Victoria preloads:
  • All case facts from CaseMind
  • Relevant documents from LexVault
  • Case metadata (parties, jurisdiction, timeline)
  • Recent conversation context
This means Victoria’s first response is instant - no waiting for context loading.

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Best Practices

Day 1 Checklist:
  1. Upload initial case documents (petition, retainer agreement)
  2. Create case in system with jurisdiction
  3. Let Victoria extract facts to CaseMind
  4. Generate initial task workflow with Victoria
  5. Review auto-extracted calendar deadlines
  6. Invite client to portal for Messages
Daily Victoria Uses:
  • Generate task workflows for case stages
  • Ask about legal strategy before hearings
  • Log time with AI assistance after work sessions
  • Draft motions and pleadings
  • Analyze opposing counsel documents
  • Calculate support and division scenarios
Document Organization:
  • Upload ALL case documents to LexVault
  • Tag documents properly by category
  • Use Notes tab for observations (not scattered files)
  • Track all time in Billing tab
  • Keep client communication in Messages tab
This ensures Victoria has complete case context.
Always Verify:
  • AI-generated tasks (customize for your case)
  • AI-extracted deadlines (check against orders)
  • AI-drafted motions (cite-check case law)
  • AI-calculated support (verify with state calculator)
  • AI-logged time entries (adjust descriptions)
Victoria is a powerful assistant, not a replacement for attorney judgment.

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Security & Compliance

Data Protection:
  • AES-256 encryption at rest
  • TLS 1.3 encryption in transit
  • SOC 2 Type II compliant infrastructure
  • HIPAA-compliant architecture
Multi-Tenant Isolation:
  • Row Level Security (RLS) on all tables
  • Firms can only access their own data
  • Clients can only access their cases
  • Database-level security enforcement
Access Controls:
  • Role-based permissions (admin, attorney, paralegal, client)
  • Granular feature access
  • Audit logging for all actions
  • IP allowlisting available

Learn More About Security

Complete security and compliance documentation

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Getting Started

1

Open a Case

Click on any case from your Dashboard to open the Case Workspace
2

Explore the Tabs

Navigate between tabs to see all available features
3

Upload Documents

Start with the Documents tab - upload key case files
4

Generate Tasks

Use Victoria in the Tasks tab to create your workflow
5

Chat with Victoria

Ask Victoria questions in the Co-Counsel tab
New to Victoria AI OS? Start with the Co-Counsel tab and ask Victoria to give you a tour of the workspace. Victoria can explain features and answer questions about your specific case.

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Next Steps

Victoria Co-Counsel

Learn how to work with Victoria AI

LexVault Documents

Master document management and AI analysis

CaseMind Memory

Understand how Victoria remembers your case

Discovery Management

Optimize discovery with AI assistance