tocmo0nlord 173229878f Step 14: comms (never auto-send) + AI-assist billing flag + matter-scoped access
familylaw.comms — client communications drafted (optionally AI-assisted) for attorney
review: draft -> approved (attorney-only) -> sent. NEVER auto-sends; action_send
requires prior approval and an explicit human action. Staff draft/assemble but do not
communicate legal positions (Bar Rule 4-5.3).

familylaw.time.entry — time with an ai_assisted flag. Case computes total_hours,
ai_assisted_hours, ai_assisted_ratio (reportable AI-assisted share).

Matter-scoped access (security/familylaw_security.xml): record rule confines staff to
matters they are assigned to or created; attorneys see all (OR-combined rules). Bar
Rule 4-5.3 supervision + confidentiality.

Case gains Communications + Billing/Time tabs; Communications menu; ACL for both
models. Hardening (encryption-at-rest/backups) noted as infra, out of module scope.

Tests (familylaw_step14): cannot send draft (never auto-send); approve-then-send;
approve attorney-only; AI-assist ratio (25% of 8h) + zero case; staff sees assigned /
cannot see unassigned (search empty + read AccessError); attorney sees all.

This completes the Step 1-14 roadmap.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 05:05:53 +00:00
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