> ## Documentation Index
> Fetch the complete documentation index at: https://docs.divorce.law/llms.txt
> Use this file to discover all available pages before exploring further.

# Lawyer User Guide

> Complete workflow guide for lawyers using Victoria AI OS

## 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:

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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/lawyer-dashboard-placeholder.png" alt="Lawyer Dashboard Overview" />

***

## Core Workflows

### 1. Creating Cases

<Steps>
  <Step title="Navigate to Cases">
    From your dashboard, click **Cases** → **New Case**
  </Step>

  <Step title="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)
  </Step>

  <Step title="Send Client Onboarding">
    Check the box: **☑ Send onboarding invitation immediately**

    Your 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)
  </Step>

  <Step title="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
  </Step>
</Steps>

<Tip>
  **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.
</Tip>

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/case-creation-workflow-placeholder.png" alt="Case Creation Workflow" />

***

### 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

<Tip>
  **Follow up within 24 hours** of onboarding completion. Clients appreciate the quick response and it demonstrates engagement.
</Tip>

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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/client-onboarding-summary-placeholder.png" alt="Client Onboarding Summary" />

***

### 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:**

1. Open any case from your dashboard
2. Type your question in the chat interface
3. 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

<Tip>
  **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
</Tip>

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/victoria-multi-agent-chat-placeholder.png" alt="Victoria Multi-Agent Chat Interface" />

***

### 4. Document Management (LexVault)

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

#### Uploading Documents

<Steps>
  <Step title="Navigate to Case Documents">
    Open case → **Documents** tab
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="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)
  </Step>

  <Step title="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.
  </Step>
</Steps>

#### Document Processing Status

Documents have 4 processing stages:

1. **Uploading** - File transferring to cloud storage
2. **Processing** - PDF parsing and OCR
3. **Indexing** - Creating semantic embeddings
4. **Ready** - Available for AI search and analysis

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

<Warning>
  **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.
</Warning>

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/lexvault-upload-interface-placeholder.png" alt="LexVault Document Upload Interface" />

***

### 5. Discovery Management

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

#### Discovery Workflow

<Steps>
  <Step title="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
  </Step>

  <Step title="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")
  </Step>

  <Step title="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.
  </Step>

  <Step title="Export Inventories">
    Download comprehensive spreadsheets:

    * Excel: Bates numbers, categories, dates, key facts
    * Word: Court-formatted pleadings
    * PDF: Client summaries
  </Step>
</Steps>

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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/discovery-command-center-placeholder.png" alt="Discovery Command Center Interface" />

***

### 6. Financial Analysis

Victoria Financial Analyst provides expert-level financial calculations.

#### Financial Workflow

<Steps>
  <Step title="Navigate to Financial Intelligence">
    Dashboard → **Financial Intelligence** (or click calculator icon in case)
  </Step>

  <Step title="Enter Financial Data">
    Victoria can calculate from:

    * Uploaded documents (automatic extraction)
    * Manual entry
    * Mixed approach (verify extracted data)
  </Step>

  <Step title="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"
    ```
  </Step>

  <Step title="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)
  </Step>
</Steps>

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

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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/financial-analyst-workspace-placeholder.png" alt="Financial Analyst Workspace" />

***

### 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    |

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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/ai-cost-tracking-placeholder.png" alt="AI Cost Tracking Dashboard" />

***

## 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:**

```typescript theme={null}
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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/divorcelaw/images/screenshots/casemind-memory-interface-placeholder.png" alt="CaseMind Memory Interface" />

***

## Best Practices

<AccordionGroup>
  <Accordion title="Start Every Case with Complete Onboarding" icon="rocket">
    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
  </Accordion>

  <Accordion title="Ask Victoria Before Drafting" icon="comments">
    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.
  </Accordion>

  <Accordion title="Upload Documents Immediately" icon="cloud-arrow-up">
    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.
  </Accordion>

  <Accordion title="Review Extracted Facts Weekly" icon="database">
    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.
  </Accordion>

  <Accordion title="Use Specific, Detailed Queries" icon="magnifying-glass">
    **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.
  </Accordion>

  <Accordion title="Verify All Case Citations" icon="check">
    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.
  </Accordion>
</AccordionGroup>

***

## Common Workflows by Practice Area

### Divorce (Dissolution)

**Typical workflow:**

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

### Custody Modification

**Typical workflow:**

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

### Support Modification

**Typical workflow:**

1. Create case with original support order
2. Upload financial documents showing income change
3. Ask Victoria Financial to calculate modified support
4. Analyze retroactivity arguments with Victoria Co-Counsel
5. Draft motion to modify with Victoria Co-Counsel
6. Prepare financial exhibits with Victoria Financial
7. 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

<CardGroup cols={2}>
  <Card title="Ask Victoria" icon="robot">
    Victoria can answer questions about how to use the platform
  </Card>

  <Card title="Knowledge Base" icon="book">
    Browse help articles at docs.divorce.law
  </Card>

  <Card title="Video Tutorials" icon="video">
    Watch workflow videos in the Help section
  </Card>

  <Card title="Live Support" icon="headset">
    Email [support@divorce.law](mailto:support@divorce.law) for technical help
  </Card>
</CardGroup>

### Training Resources

**For New Attorneys:**

1. Complete 30-minute onboarding video
2. Create practice case with test data
3. Complete 5 sample workflows
4. 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

<CardGroup cols={2}>
  <Card title="Create Your First Case" icon="rocket" href="/quickstart">
    Follow the quick start guide
  </Card>

  <Card title="Learn About Victoria AI" icon="brain" href="/features/victoria-ai">
    Deep dive into the 5 AI specialists
  </Card>

  <Card title="Master Financial Analysis" icon="calculator" href="/victoria/financial-analyst">
    Expert-level financial calculations
  </Card>

  <Card title="Discovery Automation" icon="magnifying-glass" href="/features/discovery">
    Reduce 40-80 hours to 2-3 hours
  </Card>
</CardGroup>