Docket & Pine - Confidentiality boundary
A discreet product tour with no client systems attached.
Review the local data model and administrative-only boundaries behind the experience.
Docket & Pine work model
- Firm docket - Inquiry readiness, consultation preparation, and matter follow-through.
- Intake & conflict review - Organize inquiry completeness, conflict status, and consultation readiness.
- Consultation docket - Coordinate timing, packet readiness, and administrative follow-through.
- Matter task ledger - Keep deadlines, document steps, and ownership visible.
- Client correspondence - Preview document and message status from a discreet administrative view.
Docket & Pine signal language
- Consult packets ready — 9 — Prepared for staff review
- New inquiries — 14 — Synthetic administrative intake
- Conflict checks pending — 6 — Awaiting staff review
- Admin deadlines overdue — 2 — Matter tasks needing an owner
Local state model
- New inquiry
- Conflict review
- Consult scheduled
- Closed intake
- Confirmed
- Needs packet
- Tentative
- Draft
- Delivered
- Awaiting client
Demo-only boundary
All records and interactions stay in this browser tour and remain disconnected from customer and production systems.