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What is LexVault?

LexVault is Victoria AI OS’s enterprise document management system that combines traditional document storage with cutting-edge AI processing. Every document you upload is automatically processed, indexed, and made searchable—both by keywords and semantic meaning.

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Key Features

AI-Powered Processing

Automatic extraction of facts, dates, amounts, and key information from every document

Hybrid Search

Find documents by keywords, semantic meaning, or natural language questions

Smart Categorization

Auto-categorization by document type with custom folder organization

SOC 2 Compliant Storage

Bank-level encryption and multi-tenant isolation for attorney-client privilege

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Supported File Types

LexVault supports all common legal document formats:

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Documents

  • PDF - Full OCR and text extraction
  • Word (.doc, .docx) - Native text extraction
  • Excel (.xls, .xlsx) - Table and data extraction

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Images

  • JPG/JPEG - OCR text extraction
  • PNG - OCR text extraction
  • TIFF - Multi-page document scanning

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Emails

  • MSG - Outlook email files
  • EML - Standard email format

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Other

  • TXT - Plain text files
  • CSV - Data import
Maximum file size: 100MB per file. For larger files, contact support for enterprise upload options.

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Upload Process

1

Select Files

Drag and drop files into LexVault or click Upload to select files:
  • Single or multiple files at once
  • Entire folders (desktop app)
  • From email attachments
2

AI Processing

LexVault automatically:
  • Extracts text via OCR or native parsing
  • Identifies document type
  • Extracts key facts and metadata
  • Generates embeddings for semantic search
  • Creates thumbnail preview
Processing time: 10-60 seconds per document
3

Fact Extraction

Extracted information flows to CaseMind:
  • Parties mentioned
  • Financial amounts
  • Dates and deadlines
  • Legal issues
  • Asset descriptions
4

Ready to Use

Documents are immediately searchable and available to Victoria AI agents

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Document Organization

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Auto-Categorization

LexVault automatically categorizes documents:
CategoryDocument TypesExamples
PleadingsPetitions, Responses, MotionsPetition for Dissolution
FinancialAffidavits, Bank Statements, Tax ReturnsFinancial Affidavit (FL-150)
DiscoveryRequests, Responses, InterrogatoriesRequest for Production
Court OrdersOrders, Judgments, DecreesTemporary Order
CorrespondenceLetters, EmailsAttorney demand letter
EvidencePhotos, Screenshots, DocumentsText message screenshots
Expert ReportsAppraisals, EvaluationsReal estate appraisal

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Custom Folders

Create your own folder structure: 
Case: Smith v. Smith
├── Court Filings
│   ├── Petitions & Responses
│   └── Motions
├── Financial Documents
│   ├── Tax Returns
│   ├── Bank Statements
│   └── Appraisals
├── Discovery
│   ├── Requests
│   └── Responses
└── Correspondence
    ├── Client
    └── Opposing Counsel

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Search Capabilities

LexVault offers three powerful search methods: Traditional full-text search: 
"financial affidavit" → Finds exact phrase
2023 W-2 → Finds documents mentioning both terms
bank statement -checking → Excludes "checking"
Natural language questions: 
"What is the husband's income?" → Finds pay stubs, W-2s, affidavits
"When did they buy the house?" → Finds deeds, purchase agreements
"What cars do they own?" → Finds registrations, titles, loan docs

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3. Metadata Filters

Filter by:
  • Document type (Financial, Pleading, Discovery, etc.)
  • Upload date (Last 7 days, Last month, Custom range)
  • File type (PDF, Word, Excel, etc.)
  • Uploaded by (Which team member)
  • Tags (Custom labels)
Combine search methods: Use semantic search to find relevant documents, then refine with filters.

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Document Viewer

View documents directly in LexVault:
  • PDF Rendering - High-quality display with zoom
  • Text Selection - Copy text from any document
  • Page Navigation - Jump to specific pages
  • Annotations - Highlight and comment (coming soon)
  • Download - Original file download anytime

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Victoria AI Integration

Every Victoria AI agent can access LexVault documents:

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Document-Grounded Responses

When you ask Victoria a question, she:
  1. Searches LexVault for relevant documents
  2. Reads the document content
  3. Provides answers with specific citations
Example: 
You: "What is the husband's monthly income?"

Victoria searches LexVault → Finds "Pay Stub - John Smith - Oct 2024"
Victoria reads: Monthly gross income $12,500

Victoria: "According to the October 2024 pay stub,
John Smith's monthly gross income is $12,500."
Victoria’s responses include clickable links to source documents:
  • Click to open the exact document
  • Highlights the relevant section
  • Verifies information independently

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Security & Access Control

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Firm-Level Isolation

LexVault implements strict multi-tenant isolation:
  • Each firm’s documents are completely separate
  • Subdomain-based access control
  • Database Row Level Security (RLS)
  • No cross-firm data leakage possible

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Case-Level Permissions

Control who sees what within your firm:
  • Firm Admins: Access all cases
  • Lawyers: Access assigned cases only
  • Staff: Access based on role settings
  • Clients: View-only access to their case documents

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Encryption

All documents protected by:
  • At Rest: AES-256 encryption on Cloudflare R2
  • In Transit: TLS 1.3 for all uploads/downloads
  • Backups: Encrypted multi-region replication

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Audit Logs

Every document action is logged:
  • Who uploaded
  • When accessed
  • Who downloaded
  • Any deletions (soft delete with recovery)

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Document Processing Details

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Text Extraction

LexVault uses multiple extraction methods:
File TypeMethodQuality
PDF (digital)Native textExcellent
PDF (scanned)OCR (Tesseract)Very Good
Word/ExcelNative parsingExcellent
ImagesOCRGood-Very Good

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OCR Technology

For scanned documents and images:
  • Engine: Tesseract OCR + LlamaCloud
  • Accuracy: 95-99% depending on scan quality
  • Languages: English (primary), Spanish support
  • Preprocessing: Auto-rotation, contrast enhancement
For best OCR results, upload documents at 300 DPI or higher. Low-quality scans may have reduced accuracy.

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Metadata Extraction

LexVault automatically extracts:
  • File metadata: Creation date, author (when available)
  • Legal metadata: Case name, court, filing date
  • Financial metadata: Amounts, account numbers, dates
  • Party metadata: Names, addresses, contact info

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Storage & Limits

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Storage Quotas

PlanStorageDocuments
Starter50 GB~25,000 docs
Professional500 GB~250,000 docs
EnterpriseUnlimitedUnlimited

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Document Retention

  • Active cases: Unlimited retention
  • Closed cases: 7 years default (configurable)
  • Deleted documents: 30-day recovery period
  • Exports: Download all documents anytime
Storage is pooled across all cases in your firm. You don’t need to manage per-case limits.

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Best Practices

Use descriptive filenames:
  • ✅ “2023-W2-John-Smith.pdf”
  • ✅ “Financial-Affidavit-FL150-2024-01-15.pdf”
  • ❌ “document.pdf”
  • ❌ “IMG_1234.jpg”
Upload documents as soon as you receive them:
  • AI processing takes 10-60 seconds
  • Facts flow into CaseMind immediately
  • Victoria can reference them in conversations
Keep documents organized:
  • Upload to the correct case
  • Use folders for different document types
  • Tag documents with custom labels
Before uploading, check for:
  • Redaction of confidential information
  • Client authorization for third-party documents
  • Compliance with discovery protective orders

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Bulk Operations

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Bulk Upload

  • Drag entire folders at once
  • Up to 50 files per upload
  • Progress tracking for each file

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Bulk Download

  • Select multiple documents
  • Download as ZIP archive
  • Preserves folder structure

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Bulk Delete

  • Select multiple documents
  • Soft delete with 30-day recovery
  • Requires confirmation for safety

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Integration Features

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Email Integration

Forward emails to your case-specific address: 
smith-v-smith@[your-firm].divorce.law
Emails automatically:
  • Saved to LexVault
  • Attachments extracted
  • Facts added to CaseMind

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API Access (Enterprise)

Programmatic document management:
  • Upload via API
  • Search and retrieve documents
  • Webhook notifications on processing completion

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Next Steps

Using Victoria AI

See how Victoria uses LexVault documents in responses

Case Workspace

Learn about the unified case management interface