For Florida law firms
Matter workbench: source, issue, draft and decision in one place
firm lane · Deterministic — no model call
Current availability
ShippedConfigured and enabled: firm staff of the matter's firm.
- Where it lives
- /admin/matter/[id]/workbench · /api/admin/workbench/views
- What unlocks it
- firm staff of the matter's firm; the source panel keeps the source viewer's walls (the matter's exact paid grant, a clean file, a strict audit row before any text); each decision takes its own engine's gate
Status is evaluated against this deployment's configuration by the capability-status service at build time; the catalogue's facts were last reviewed on the date shown.
Capabilities
- ShippedOne list of every engine's issues — the document review's recommendations, the legal analysis's findings, the propositions ledger and the source-change proposals — open first, by severity, with each engine's own page as the deep link.
- ShippedOpening an issue locates its words in the source (the document it names, or the latest versions searched by its words) and in the working draft, each marked in its own panel.
- ShippedThe decision is recorded by the issue's own engine with the status the person saw — a decision made elsewhere meanwhile comes back as a named conflict, never overwritten.
- ShippedThe URL is the state: the operation, the filter, the selected issue, the source and the panel survive every switch; on a phone one panel shows at a time behind a named switcher.
- ShippedSaved views keep a person's operation, filter and panel per firm (never a matter's ids).
Limits
- Every issue is decided on its own engine's terms — a source-change item with its whole proposal, a proposition with its disposition basis.
- A search by words covers the latest version of up to 12 documents and says when it was partial.
- The working draft is the latest document review session's; sealed drafts stay on their own pages.
- Up to 20 saved views per person per firm.
What EstateDraftFL refuses
| Reason code | HTTP | What it means |
|---|---|---|
| forbidden | 403 | Only the firm's staff open the workbench and its doors. |
| firm-member-only | 403 | Saved views belong to the firm's own members — a borrowed firm context cannot save one. |
| decision-changed | 409 | The issue was decided elsewhere while it was open — its current decision is shown. |
| limit | 409 | Twenty saved views already — delete one first. |
| unavailable | 503 | A saved view could not be read or written just now — never shown as no views. |
Evidence
- src/app/admin/matter/[id]/workbench/page.tsx
- src/lib/workbench/issues.ts
- src/lib/workbench/source-panel.ts
- src/lib/workbench/conflict.ts
- src/app/api/admin/workbench/views/route.ts
- supabase/migrations/20260925233000_phase8_workbench_views.sql
- docs/security/MASTER-PLAN-PHASE8-2026-09-25.md
Last reviewed 2026-09-25