Lawyer User Guide - Victoria AI OS Documentation

Welcome, Attorneys

This guide covers your complete Victoria AI OS workflow—from creating cases and onboarding clients to leveraging AI specialists for strategy, financial analysis, discovery, and billing.

Quick Start

New to Victoria AI OS? Here’s your 5-minute overview:

Create a case → Add client details and financial information
Send onboarding link → Client completes AI-powered intake (15-20 min)
Chat with Victoria → Get legal strategy, financial analysis, discovery help
Upload documents → LexVault processes and indexes for semantic search
Track costs → All AI usage transparently tracked and billable

Core Workflows

1. Creating Cases

Navigate to Cases

From your dashboard, click Cases → New Case

Enter Case Information

Fill in the case creation form:Required Fields:

Case type (Divorce, Custody, Support Modification, etc.)
Client name and email (for onboarding link)
Opposing party name
Case summary (brief description)

Optional but Recommended:

Marriage date and separation date
Children (names, ages, current custody)
Estimated assets and debts
Monthly incomes (both parties)
Court information (if filed)

Send Client Onboarding

Check the box: ☑ Send onboarding invitation immediatelyYour client receives:

Welcome email with secure link
AI-powered conversational intake (replaces traditional forms)
Document upload portal
Automatic summary generation

Completion rate: 95%+ (vs. 40-60% for traditional forms)

Review Auto-Generated Summary

When client completes onboarding, you receive notification with:

Key facts extracted (names, dates, amounts)
Timeline of events
Financial snapshot
All uploaded documents
Ready for your consultation

Pro Tip: Enter as much financial information as possible during case creation. Victoria uses this context to provide better support calculations and financial analysis from day one.

2. Client Onboarding Workflow

Victoria’s AI-powered onboarding replaces traditional intake forms with a natural conversation.

What Your Client Experiences

Step 1: Welcome Email

Subject: Welcome to [Your Firm] - Let's Get Started

Hi Sarah,

Click below to share your story with Victoria, our AI legal
assistant. She'll ask you some questions about your situation
- it usually takes 15-20 minutes.

[Start Onboarding →]

Step 2: Natural Conversation

Victoria greets client warmly and empathetically
Asks about their situation, timeline, children, finances
Adapts questions based on responses
Progress bar shows completion (minimum 5 message exchanges)

Step 3: Document Upload

Drag-and-drop interface (unlimited file sizes)
Bank statements, pay stubs, tax returns
All documents automatically processed by LexVault

Step 4: Completion

Client clicks “I’m Done”
Auto-redirected to Client Portal
You receive notification with full summary

What You See

Notification Email:

✅ Sarah Johnson completed onboarding

Key Facts Extracted:
• Married: June 15, 2015
• Separated: October 2024
• Children: 2 (ages 8 and 5)
• Annual Income: $75,000
• Main Concerns: Custody, child support

Documents Uploaded: 8
[View Full Summary →]

Onboarding Summary in Case Dashboard:

Complete conversation transcript
AI-extracted key facts
Timeline of important dates
Financial snapshot
All uploaded documents with processing status

Follow up within 24 hours of onboarding completion. Clients appreciate the quick response and it demonstrates engagement.

Review the onboarding summary BEFORE your first consultation call. Victoria extracts critical facts that inform your strategy.

3. Working with Victoria AI

Victoria AI OS is a multi-agent system with specialized AI legal assistants working in parallel.

The Multi-Agent Architecture

Unlike traditional legal AI (single agent), Victoria uses true orchestration:

You → Orchestrator → [Co-Counsel, Financial, Discovery, Case Manager]
                           ↓           ↓           ↓           ↓
                     (Parallel Execution + Shared Memory)
                           ↓           ↓           ↓           ↓
                        Synthesis → Unified Expert Response

Key Benefits:

✅ 3-5x faster than sequential processing
✅ Specialized expertise for each domain
✅ Cost-optimized - right model for each task
✅ Shared memory - all agents know case facts via CaseMind

How to Use Victoria

In the Case Workspace:

Open any case from your dashboard
Type your question in the chat interface
Victoria Orchestrator automatically:
- Analyzes your query for required expertise
- Routes to appropriate specialists (in parallel if needed)
- Synthesizes unified expert response
- Extracts facts to CaseMind memory

Example Queries: Multi-Specialist Queries (parallel execution):

"What's our strategy and what's Michael's income?"
→ Co-Counsel + Financial Analyst (parallel)

"Help me draft discovery requests and calculate support"
→ Discovery + Financial Analyst (parallel)

"What are our settlement options given the financials?"
→ Co-Counsel + Financial Analyst (parallel)

Single-Specialist Queries:

"Draft a motion to modify spousal support"
→ Co-Counsel only

"Calculate child support for $80k and $60k incomes in California"
→ Financial Analyst only

"What bank statements are we missing?"
→ Discovery Manager only

The 5 AI Specialists

1. Victoria Co-Counsel (Legal Strategy)

Model: Claude Sonnet 4.5
Cost: ~$0.05-0.10 per conversation
Use for: Legal strategy, motion drafting, case law research, settlement negotiations

2. Victoria Financial Analyst (Finance Expert)

Model: Claude Opus 4.1 (highest precision)
Cost: ~$0.15-0.25 per query
Accuracy: 99.9% on complex calculations
Use for: Support calculations, asset division, income analysis, tax implications

3. Victoria Discovery (Document Expert)

Model: Claude Sonnet 4.5
Cost: ~$0.05-0.10 per conversation
Use for: Document requests, interrogatories, evidence organization, deadline tracking

4. Victoria Case Manager (Case Intelligence)

Model: Claude Sonnet 4.5
Cost: ~$0.05-0.10 per conversation
Use for: Cross-case insights, momentum tracking, deadline alerts, documentation gaps

5. Victoria Orchestrator (Meta-Agent)

Model: Claude Haiku 4.5 (fast routing)
Cost: ~$0.002 per query
Purpose: Analyzes queries, routes to specialists, synthesizes responses

Direct Specialist Access: You can bypass the orchestrator by using dedicated workspaces:

Financial Intelligence (/financial) - Direct access to Financial Analyst
Discovery Command Center (/discovery) - Direct access to Discovery specialist

4. Document Management (LexVault)

LexVault is Victoria’s enterprise document management system with AI-powered processing.

Uploading Documents

Navigate to Case Documents

Open case → Documents tab

Drag & Drop Files

Drag files directly into the upload zone
Or click “Choose Files” to browse
Unlimited file sizes (enterprise architecture)
Supports: PDF, Word, Excel, Images

Categorize Documents

Organize into subfolders:

Financial: Bank statements, tax returns, pay stubs, W-2s
Pleadings: Petitions, responses, motions, orders
Discovery: Interrogatories, depositions, RFPs, subpoenas
Correspondence: Letters, emails, notices
Evidence: Photos, videos, text messages

Automatic Processing

LexVault automatically:

Parses PDFs with OCR (scanned documents)
Extracts key information (dates, amounts, parties)
Creates semantic embeddings for search
Indexes for “Ask Victoria” queries

Processing time: 10-60 seconds per document Cost: ~$0.48 per document (parsing + embeddings)

Ask Questions

Once processed, ask Victoria:

“What’s the opposing party’s income according to their W-2?”
“Summarize all bank statements from January 2024”
“Find any mention of cryptocurrency in discovery responses”

Victoria searches across all documents and provides exact citations.

Document Processing Status

Documents have 4 processing stages:

Uploading - File transferring to cloud storage
Processing - PDF parsing and OCR
Indexing - Creating semantic embeddings
Ready - Available for AI search and analysis

Batch uploads are more efficient: Upload all related documents at once (e.g., all 2024 bank statements) for better AI analysis and context.

Privacy Protection: Documents are encrypted at rest (AES-256), in transit (TLS 1.3), and isolated by firm with Row Level Security. Only users in your firm with case access can view documents.

5. Discovery Management

Use Discovery Command Center to automate 90% of paralegal work.

Discovery Workflow

Upload Discovery Documents

Organize into subfolders:

Interrogatories: Written questions and responses
Depositions: Transcripts and exhibits
Subpoenas: Third-party subpoenas and responses
Requests for Production: Document requests and responses

AI Gap Detection

Victoria automatically identifies:

Missing documents (e.g., “Chase Bank March 2024 statement missing”)
Date range gaps (e.g., “Wells Fargo: 3-month gap April-June 2024”)
Incomplete document sets (e.g., “Missing W-2 for ABC Corp employer”)

Generate Certificates

Auto-generate court-ready pleadings:

Certificate of Compliance (California FL-335)
Response to Request for Production
Privilege logs
Document indexes

All formatted for your jurisdiction.

Export Inventories

Download comprehensive spreadsheets:

Excel: Bates numbers, categories, dates, key facts
Word: Court-formatted pleadings
PDF: Client summaries

Time Savings: Discovery Command Center reduces 40-80 hours of paralegal work to 2-3 hours of attorney review.

6. Financial Analysis

Victoria Financial Analyst provides expert-level financial calculations.

Financial Workflow

Navigate to Financial Intelligence

Dashboard → Financial Intelligence (or click calculator icon in case)

Enter Financial Data

Victoria can calculate from:

Uploaded documents (automatic extraction)
Manual entry
Mixed approach (verify extracted data)

Request Calculations

Child Support:

"Calculate child support in California for:
- Parent A: $80,000/year, 2 children, 30% timeshare
- Parent B: $60,000/year, 2 children, 70% timeshare"

Spousal Support:

"Analyze spousal support for 15-year marriage:
- Higher earner: $150,000/year
- Lower earner: $45,000/year
- No children, California"

Asset Division:

"Value and divide community property:
- Home: $650,000 (mortgage $350,000)
- 401k: $280,000
- Bank accounts: $45,000
- Debt: $25,000"

Review Detailed Analysis

Victoria provides:

Guideline calculations with statutory references
Deviation analysis (factors for above/below guideline)
Tax implications (filing status, deductions)
Settlement scenarios (multiple options)
Exhibits ready for court (formatted tables)

Accuracy: 99.9% on complex calculations (Claude Opus 4.1 precision)

Victoria Financial Analyst knows all 50 state guidelines plus federal tax law. Always specify the jurisdiction for accurate calculations.

7. Time & Cost Tracking

Victoria AI OS provides complete transparency on AI usage and costs.

Cost Structure

Platform Fee: $497/month

Includes unlimited users per firm
All 5 AI agents
Unlimited document storage
Case management system

Processing Costs: At Cost (pass-through billing)

AI Conversations: ~$0.05-0.15 per query (average)
Document Processing: ~$0.48 per document
All usage logged in AI Usage dashboard

Viewing AI Costs

Dashboard → Billing → AI Usage See real-time breakdown:

Cost per case
Cost per AI specialist
Cost per conversation
Token usage (input/output)
Model used (Haiku, Sonnet, Opus)
Timestamp of each request

Export for Client Billing:

Monthly AI usage reports
Per-case cost summaries
Itemized invoices
Pass costs through to clients or absorb in flat fees

Sample Monthly Costs

Firm Size	Cases	AI Queries	Documents	Total Cost
Small (1-2 lawyers)	5-10	100	20	~$512
Medium (3-5 lawyers)	15-25	200	50	~$531
Large (6+ lawyers)	30+	500	200	~$618

Cost Optimization: Ask multiple related questions in one conversation to minimize orchestrator overhead. Victoria maintains context across the conversation.

CaseMind - Persistent Case Memory

How CaseMind Works

CaseMind is Victoria’s shared memory system. Every conversation extracts structured facts that all AI specialists can access. Example:

Co-Counsel extracts: "Michael's income is $3,299/mo from Social Security"
                      ↓ (saved to CaseMind)
Financial Analyst loads: "Michael's income is $3,299/mo"
                      ↓ (uses in calculations)
Discovery specialist loads: "Michael's income is $3,299/mo"
                      ↓ (references in interrogatories)

Benefits:

✅ Zero memory loss - Victoria never forgets case facts
✅ Cross-specialist intelligence - All agents share knowledge
✅ Automatic fact extraction - No manual data entry
✅ 3-tier deduplication - Prevents duplicate facts
✅ 289+ fact types extractable (dates, amounts, parties, events, etc.)

Viewing CaseMind:

Case → Memory tab
See all extracted facts with importance, confidence, source
Edit or delete incorrect facts
Add facts manually if needed

Best Practices

Start Every Case with Complete Onboarding

The more information Victoria has upfront, the better her analysis throughout the case. Encourage clients to:

Complete full conversational intake
Upload all available financial documents
Provide detailed timeline of events

Ask Victoria Before Drafting

Before drafting any motion or brief:

Ask Victoria for strategy analysis
Review relevant case law she finds
Get financial calculations verified
Check for gaps in evidence

This saves hours of research and ensures stronger arguments.

Upload Documents Immediately

Process documents as soon as you receive them:

Discovery responses → Upload to Discovery subfolder
Financial docs → Upload to Financial subfolder
Court orders → Upload to Pleadings subfolder

Victoria can only help with what she can see. Immediate uploads mean immediate AI assistance.

Review Extracted Facts Weekly

Check CaseMind memory weekly:

Verify accuracy of extracted facts
Add important facts Victoria might have missed
Remove duplicate or incorrect facts

Clean memory = better AI responses.

Use Specific, Detailed Queries

Bad query: “What should I do?”Good query: “Based on the uploaded financial affidavits, what’s our strongest argument for spousal support modification given the payor’s retirement at age 60?”Specific queries get specific, actionable answers.

Verify All Case Citations

Always verify case law citations before filing:

Check case names and citations
Verify holdings match Victoria’s summary
Ensure cases are still good law
Check jurisdiction applicability

Victoria provides starting points, not final work product.

Common Workflows by Practice Area

Divorce (Dissolution)

Typical workflow:

Create case with marriage/separation dates
Client completes onboarding (15-20 min)
Upload all financial documents to LexVault
Ask Victoria Financial for support calculations
Draft discovery requests with Victoria Discovery
Draft petition/response with Victoria Co-Counsel
Analyze settlement options with Victoria Financial + Co-Counsel
Track deadlines with Victoria Case Manager

Custody Modification

Typical workflow:

Create case with current custody order details
Upload current order and evidence of changed circumstances
Ask Victoria Co-Counsel for strategy on proving material change
Draft motion with Victoria Co-Counsel
Prepare financial impact analysis with Victoria Financial
Organize evidence with Victoria Discovery
Review opposing arguments with Victoria Co-Counsel

Support Modification

Typical workflow:

Create case with original support order
Upload financial documents showing income change
Ask Victoria Financial to calculate modified support
Analyze retroactivity arguments with Victoria Co-Counsel
Draft motion to modify with Victoria Co-Counsel
Prepare financial exhibits with Victoria Financial
Review tax implications with Victoria Financial

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts:

Action	Shortcut
Create new case	`Cmd/Ctrl + N`
Search cases	`Cmd/Ctrl + K`
Open Victoria chat	`Cmd/Ctrl + /`
Upload documents	`Cmd/Ctrl + U`
View calendar	`Cmd/Ctrl + D`
View billing	`Cmd/Ctrl + B`

Mobile Access

Victoria AI OS is fully responsive on mobile: On Your Phone:

✅ View case dashboards
✅ Chat with Victoria
✅ Review client onboarding summaries
✅ Upload documents (camera or file picker)
✅ Check AI usage and costs
✅ Receive push notifications for case updates

Download the app:

iOS: App Store (coming Q2 2026)
Android: Google Play (coming Q2 2026)
Current: Use web app (works perfectly on mobile browsers)

Support & Training

Getting Help

Ask Victoria

Victoria can answer questions about how to use the platform

Knowledge Base

Browse help articles at docs.divorce.law

Video Tutorials

Watch workflow videos in the Help section

Live Support

Email [email protected] for technical help

Training Resources

For New Attorneys:

Complete 30-minute onboarding video
Create practice case with test data
Complete 5 sample workflows
Attend weekly office hours (Thursdays 2pm PT)

For Experienced Users:

Monthly “Advanced Victoria” webinars
Case study library (real anonymized cases)
Best practices guide (quarterly updates)
Feature release notes (weekly)

Next Steps

Create Your First Case

Follow the quick start guide

Learn About Victoria AI

Deep dive into the 5 AI specialists

Master Financial Analysis

Expert-level financial calculations

Discovery Automation

Reduce 40-80 hours to 2-3 hours

Getting Started

Core Features

Victoria AI Agents

User Guides

Advanced

​Welcome, Attorneys

​Quick Start

​Core Workflows

​1. Creating Cases

​2. Client Onboarding Workflow

​What Your Client Experiences

​What You See

​3. Working with Victoria AI

​The Multi-Agent Architecture

​How to Use Victoria

​The 5 AI Specialists

​4. Document Management (LexVault)

​Uploading Documents

​Document Processing Status

​5. Discovery Management

​Discovery Workflow

​6. Financial Analysis

​Financial Workflow

​7. Time & Cost Tracking

​Cost Structure

​Viewing AI Costs

​Sample Monthly Costs

​CaseMind - Persistent Case Memory

​How CaseMind Works

​Best Practices

​Common Workflows by Practice Area

​Divorce (Dissolution)

​Custody Modification

​Support Modification

​Keyboard Shortcuts

​Mobile Access

​Support & Training

​Getting Help

Ask Victoria

Knowledge Base

Video Tutorials

Live Support

​Training Resources

​Next Steps

Create Your First Case

Learn About Victoria AI

Master Financial Analysis

Discovery Automation

Welcome, Attorneys

Quick Start

Core Workflows

1. Creating Cases

2. Client Onboarding Workflow

What Your Client Experiences

What You See

3. Working with Victoria AI

The Multi-Agent Architecture

How to Use Victoria

The 5 AI Specialists

4. Document Management (LexVault)

Uploading Documents

Document Processing Status

5. Discovery Management

Discovery Workflow

6. Financial Analysis

Financial Workflow

7. Time & Cost Tracking

Cost Structure

Viewing AI Costs

Sample Monthly Costs

CaseMind - Persistent Case Memory

How CaseMind Works

Best Practices

Common Workflows by Practice Area

Divorce (Dissolution)

Custody Modification

Support Modification

Keyboard Shortcuts

Mobile Access

Support & Training

Getting Help

Training Resources

Next Steps