Legal Architecture & Technical Specs
Trust accounting, smart conflict check, court deadline calculator, SOL engine, 4-tier billing, and 13 more services.
1. Trust Accounting
| Type | Effect | Overdraft Check |
|---|---|---|
| deposit | +amount | Never blocked |
| withdrawal | -amount | Hard stop |
| fee | -amount | Hard stop |
| correction | ±amount | Bypassed |
| interest-credit | +amount | Never blocked |
| transfer | ±amount | Hard stop |
2. Conflict Check
| Type | Condition | Severity |
|---|---|---|
| Exact ID | Same contact/company record | Definite conflict |
| Exact name | Normalized names identical | Definite conflict |
| Close name match | High similarity | Potential conflict |
| Partial name match | Moderate similarity | Informational |
3. Deadline Calculator
| Type | Skips | Notes |
|---|---|---|
| Calendar day | Nothing | Every day counts |
| Business day | Saturdays, Sundays | Weekdays only |
| Court day | Weekends + holidays | Skips non-court days |
4. Time Billing
Resolves billing rates using 4-tier priority with automatic expiry handling.
Rate Resolution Priority:
`
- Matter-specific rate (highest)
- Client-specific rate (contact OR company)
- Practice-area rate
- Attorney-default rate (lowest)
`
Expiry Handling:
Rates carry an optional expiration date. Any rate whose expiration has passed is automatically excluded from consideration, so a future-dated rate change takes effect on schedule without anyone having to remember to flip a switch.
Resolution at a Glance:
When a time entry is created, Aeion looks up the matter's client and practice area, then walks the priority chain — matter-specific, then client-specific, then practice-area, then attorney-default — and applies the first valid (non-expired) match it finds. If nothing matches, it falls back to your firm's configured default hourly rate.
Invoice Generation:
- Aggregate unbilled work-in-progress by matter/attorney/date
- Apply billing rates
- Generate line items
- Write-off capability
- AR aging buckets
5. Statute of Limitations Engine
Calculates SOL deadlines and creates 90-day warning reminders automatically.
Rule Configuration:
Each SOL rule pairs a jurisdiction and tort type with a period (in months), a calculation method, and a citation — e.g. "CA / Personal injury / 24 months / CCP § 335.1." Your firm configures the rule set for the jurisdictions and tort types you practice in; the engine applies whichever rule matches a matter's jurisdiction and tort type when calculating deadlines.
Calendar Month Arithmetic:
SOL periods are frequently expressed in months, and naive month math breaks on date overflow. Aeion handles this correctly: adding one month to January 31st correctly lands on February 28th (or the 29th in a leap year) instead of accidentally rolling into March.
Warning Thresholds:
Every SOL calculation returns the deadline date, a warning date set 90 days earlier, whether the deadline has already passed, and whether it's approaching within the warning window — along with the statutory citation, so your team always has the source of the rule at hand.
Auto-Docket Creation: When SOL is calculated, docket reminders are automatically created for the matter:
- 1-year warning
- 90-day warning
- 30-day warning
- 7-day warning
6. Supporting Capabilities
Contract Analytics:
- Contract performance metrics by counterparty, type, value
- Clause frequency analysis across contracts
- Obligation tracking and deadline monitoring
- Renewal pipeline with risk scoring
- Key terms extraction
Contract Obligation Tracking:
- Track contractual obligations per contract
- Compliance reminder scheduling
- Deadline notifications
- Escalation workflows for missed obligations
Contract Renewal Pipeline:
- Auto-identify contracts expiring in 90/60/30 days
- Generate renewal quotes with updated terms
- Track renewal status (pending, negotiated, renewed, expired)
- Renewal history preservation
Contract Version Control:
- Document version tracking with audit trail
- Version comparison (diff)
- Rollback to previous version
- Version metadata (author, date, change summary)
Document Automation:
- Template-based document generation
- Clause library for standard provisions
- Variable substitution from matter/client data
- Numbered paragraph generation
- Section cross-references
E-Signature:
- Multi-provider orchestration (Native/DocuSign/HelloSign)
- Envelope creation with signers
- Status tracking (sent, delivered, completed, declined, voided)
- Signing URL generation
- Webhook handling for status updates
Legal Research:
- Case law database search
- Citation verification
- Precedent tracking across matters
- Research notes with matter association
- Citation formatter
Legal Analytics:
- Firm-wide metrics dashboard
- Matter pipeline visualization
- Attorney utilization tracking
- Revenue by practice area
- Client profitability analysis
- Custom report builder
LEDES Export:
- LEDES 1998B/2000/2010 invoice format generation
- Line item mapping from time entries
- Expense categorization
- Batch export for insurance billing
Calendar Sync:
- Sync deadlines to Google Calendar, Outlook
- Two-way sync for court dates, deadlines
- Conflict detection with existing events
- Reminder configuration
Email Capture:
- Capture emails sent/received via the Connect module
- Auto-associate with matters based on client
- Threading by conversation
- Full-text search
- Attachment handling
7. Zero-Knowledge Compliance Proofs
For compliance attestations that shouldn't expose the underlying data, Legal includes a visual Zero-Knowledge Prover. It lets a compliance officer prove a statement is mathematically true without revealing the private values behind it.
How it works:
- On the canvas, drag Private Signal nodes (hidden inputs — e.g. an actual bank balance) and Public Signal nodes (visible thresholds — e.g. a $10M minimum), and wire them through comparison nodes (
Greater Than, etc.). - The builder compiles the graph into a zero-knowledge circuit that encodes the comparison you designed — proving, for example, that actual liquidity clears a required minimum — without the circuit itself containing the private number.
- "Compile WASM Prover" produces a browser-side proof generator, so the proof is generated client-side in the browser — the private inputs never leave the user's machine.
- The output is a compact JSON proof a counterparty can verify: it confirms the threshold is met without ever seeing the actual figure.
Use case: prove to an auditor that liquidity clears a covenant, or that every signer passed a conflict check, without disclosing the sensitive numbers. The visual builder is a power-user / compliance-engineer tool — standard matters don't need it.