Smart Stack 4.0
Trusted Matter Builder
Prepare Precisely Scoped Matters
Prepare Precisely Scoped Matters
Turn reviewed Trusted Data Collections into focused, reviewable matters for Harvey. Reuse the source context and findings already prepared by the Refinery, then define the material relevant to the legal task.
Review the Matter Scope
Carry selected source insights into a matter workspace. Review the material, related-item families, and content versions before accepting the edition.
Keep an Accepted Edition Stable
Immutable matter editions preserve accepted membership and content versions. Validation checks complete membership, related items, file lengths, and checksums. This edition-level control is not a universal immutability claim for all Suite information.
Follow Delivery to Its Outcome
Delivery history and receipts provide evidence of the handoff. Retries, cancellation, and uncertain outcomes remain visible for resolution. Confirm identity, source connections, saved workspace changes, destination access, and integration acceptance for the intended workflow.
Connect Legal Work to Business History
Trusted Legal Memory makes approved precedent and work product reusable. Safe Data Drop supports outside submissions, while Memory preserves selected records. The Portal connects prepared and preserved information to authorized matter workflows.
One Focused Matter Workflow
- 01
Define the Matter
Select the legal task, destination, and relevant Trusted Data Collections. Inspect coverage and gaps.
- 02
Review an Exact Edition
Resolve exceptions, retain related material, and approve the exact membership and source versions.
- 03
Control the Handoff
Recheck authority, coordinate bounded delivery, and keep receipts against the approved edition.
- 04
Observe Readiness
Confirm destination processing separately from upload acceptance before beginning analysis.
Matter Delivery Paths
Trusted Data Refinery
SharePoint and file systems
Trusted Data Collections → Trusted Data Portal workflow → Harvey
The Portal workflow belongs to this route; source selection alone is not delivery authority.
Trusted Data Refinery
Files requiring controlled staging
Trusted Data Collections → Safe Data Drop → Harvey
Safe Data Drop uses Nextcloud. Staged material still needs exact membership, integrity, and approval checks.
Trusted Data Memory
Email, Microsoft 365 mail, and archive communications
Trusted Data Collections → Harvey
Preserve message context and attachment relationships through a separately accepted Memory integration.
Modeled architecture. Each route requires live integration and acceptance. Safe Data Drop is optional staging.
Discuss Your First Matter
Agree the sources, review controls, destination, and evidence of success. Confirm release availability and live integration before delivery.