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EstateDraftFL

For Florida law firms

The team's tasks on a matter: an owner, a target date and a status, checked off when done

firm lane · Deterministic — no model call

Current availability

ShippedConfigured and enabled: firm staff of the matter's firm.

Where it lives
Matter command center → Overview and Tasks · /api/admin/matter-team-tasks
What unlocks it
firm staff of the matter's firm who can open the matter (a screen and a team-only matter's wall apply)

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

  • ShippedA task names what needs doing, an owner from the firm's staff who can open the matter, a target date and a status — Open, Waiting, Planned or Done; checking it off records when and by whom, and reopening it clears both.
  • ShippedThe Overview shows the next open tasks; the Tasks tab every task, the finished ones too, beside the client's own steps and the calendar feed.
  • ShippedThe firm's own record: a client never reads the team's tasks; a task keeps its matter; a legal hold keeps it; an archived matter's tasks are read-only.

Limits

  • A task's owner must be the firm's staff who can open the matter — the client, another firm or a member screened from it is refused.
  • The team's target dates are not yet in the calendar feed, which carries the matter's deadlines.

What EstateDraftFL refuses

Reason codeHTTPWhat it means
invalid400A field is missing or not allowed — the message names it.
forbidden403Only the firm's staff who can open the matter keep its tasks.
not found404That matter or task is not one you can open.
archived409The matter is archived and read-only.
rate-limited429Too many changes at once — try again in a moment.
unavailable503The task could not be saved just now — nothing was changed.

Evidence

  • supabase/migrations/20261005100000_ui_u5_team_tasks.sql
  • src/app/api/admin/matter-team-tasks/route.ts
  • src/lib/matter-center/team-tasks.ts
  • src/components/matter-center/TeamTaskList.tsx
  • scripts/rls-negative-suite.sql
  • docs/ui-upgrade/PHASE-U5-2026-10-05.md

Last reviewed 2026-10-04

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