Technology & workflowsSystems, defined steps, and controlled handoffs
Why It Works
A managed operating architecture keeps legal production connected.
Trained people need clear work, daily support and reliable handoffs. These six structural layers connect those responsibilities; they are the operating architecture, not the seven-part explanation of the offer.
6 layersone managed architecture
Human-reviewedAI assistance
Visiblework, QA, and exceptions
People & PI knowledgeClear ownership with TelaBrain-grounded assistance
QA & improvementSupervision, reporting, feedback, and adjustment
Human Judgment + AI Assistance
AI supports the work. People remain accountable for it.
Approved AI assistance can help organize, extract, summarize, or draft. A defined human review path determines what is accepted, corrected, escalated, or returned for more work.
The Management Loop
Six structural layers stay connected.
The architecture is actively managed rather than handed off as a staffing placement. Each responsibility has an owner and a visible relationship to the next.
Technology & systems
Set the foundation the work runs on
Workflows & handoffs
Define steps, review points, and escalation
People & ownership
Assign roles and accountability
AI & PI knowledge (TelaBrain)
Use TelaBrain-grounded assistance
QA & supervision
Review, correct, coach, and escalate
Reporting & improvement
Turn findings into the next adjustment
The Operating System
Six managed layers, one operating architecture.
Each layer answers a different management question: who owns the work, how it moves, where it runs, how AI may assist, who reviews it, and how the firm sees what needs attention.
01
Technology & systems
A records role uses the approved case system and cloud/VPN workspace. Permissions and applicable BAAs are aligned before client work; local client-data storage is prohibited. Workspace controls.
Operating Foundation
02
Workflows & handoffs
A records SOP names the request owner, source checks, missing-record escalation and the demand-preparation handoff. The queue shows the next owner; a manual transfer is not described as a software integration.
Production Flow
03
People & ownership
A bilingual intake role owns approved follow-up and matter setup. Recruiting, testing and vetting precede PI preparation; firm-specific onboarding sets the role鈥檚 limits. Training and supervision.
Accountability
04
AI & PI knowledge (TelaBrain)
TelaGBT supports staff learning and reference; Gatekeeper assists with OCR, case facts and demand preparation. TelaBrain supplies supporting knowledge context. Staff check sources and drafts; attorneys approve legal work. Explore the tools.
PI Knowledge
05
QA & supervision
Daily supervision and experienced PI managers review assigned production, correct missing source links and coach recurring errors. Questions affecting case strategy are escalated to the firm rather than decided by a tool.
Review & Escalation
06
Reporting & improvement
A report separates draft demands, reviewed deliverables, sent demands and settled cases. Aged tasks and missing inputs identify the next management action; QA findings update the SOP and training.
Visibility & Feedback