VerityLaw Docs

Entry point for the VerityLaw Zero-to-Hero help set covering the staff dashboard and client portal workflows.

Product overview explaining what VerityLaw does, who uses it, and how the current staff dashboard and client portal fit together.

Practical guide to who uses VerityLaw, what each workspace is for, and where users should perform their work in the current dashboard and portal model.

How navigation works across the VerityLaw staff dashboard and client portal surfaces.

First-day setup guide for new internal users and portal users entering the current VerityLaw app for the first time.

Manual for the internal VerityLaw dashboard workspace, with emphasis on governance, privacy oversight, administration, and daily operational control.

Step-by-step user manual for creating and managing client organisations and legal matters in the current VerityLaw dashboard workspace.

Manual for working with privacy, compliance status, data subject requests, and related governance workflows in the current VerityLaw dashboard and portal surfaces.

User guide for document generation, legal billing workflows, and trust accounting operations in the current VerityLaw dashboard workspace.

End-user guide for the VerityLaw client portal covering dashboard, cases, documents, invoices, messages, and compliance.

Map the VerityLaw intake and specification packs to the current help manuals, workstream pages, and control pages.

Route-level map of the current VerityLaw staff dashboard and client portal surfaces, with notes on supporting legacy surfaces.

Traceability page mapping current VerityLaw manuals to live dashboard and portal surfaces, partial workflows, and backlog items that are not yet fully implemented.

Compatibility entry point for the VerityLaw help set. Use the indexed Zero-to-Hero manuals for the current first-login flow.

Entry point for the VerityLaw module manuals covering Practice, Privacy, Finance, and Contracts workflows in the current dashboard UI.

SOP-style guide for the Practice area covering dashboard review, cases, workflows, clients, documents, and AI Legal routes in the current VerityLaw UI.

SOP-style guide for the Privacy overview routes covering the privacy dashboard, processing-activity register, Information Officer details, compliance health, operators, and data-flow review.

SOP-style guide for consent records, DSAR handling, subject self-service, PAIA manual tracking, PAIA reporting, and appeals in the current VerityLaw UI.

SOP-style guide for privacy impact assessments, legitimate-interest assessments, breach handling, incident reporting, and DPA management in the current VerityLaw UI.

SOP-style guide for policy management, notices, acknowledgement reporting, training records, training CMS and deployment, team dashboards, self-service compliance pages, and nudges.

SOP-style guide for the current Billing, Time Entries, and Trust routes in the VerityLaw dashboard, with clear notes on which pages are review-only or thin.

SOP-style guide for the current Contracts routes covering contract creation, repository review, obligations, negotiations, and the contract-intelligence dashboards.

SOP manual for the Client Operations area covering onboarding queues, managed-compliance task tracking, and sector-pack oversight.

SOP manual for due-diligence review and tender monitoring covering data-room triage, issue registers, policy mapping, bid scoring, and response review.

SOP manual for the Governance area covering entity registers, authority review, board packs, resolutions, and delegation tracking.

SOP manual for the current intelligence and remediation surfaces covering privacy monitoring, compliance scoring, enforcement risk, remediation programs, and reports.

SOP manual for the Verification area covering dashboard review, KYC, KYB, bank verification, monitoring, and direct verification-detail routes.

SOP manual for the Administration area covering users, departments, roles, jurisdiction tools, tokens, vault, licenses, system health, settings, POPIA roles, nudges, and audit logs.

SOP manual for the API section covering overview metrics, key management, webhook review, documentation, and usage analytics, with honest notes on thin creation flows.

SOP manual for the live client-portal routes under `/portal`, covering dashboard, cases, documents, invoices, messages, and compliance.

Entry point for task-level SOP pages covering the current create, record, and review workflows exposed in the VerityLaw dashboard.

SOP for adding a new client organisation from the current Clients list and New Client form in the VerityLaw dashboard.

SOP for creating a new legal matter from the Cases list and New Case form in the VerityLaw dashboard.

SOP for using the current guided contract wizard to create a draft contract record in the VerityLaw dashboard.

SOP for creating and reviewing a consent record from the current Consent Management screens in the VerityLaw dashboard.

SOP for creating a Data Subject Access Request and reviewing it in the current DSAR Management register.

SOP for creating a new breach record and reviewing it in the current Data Breach Register.

SOP for creating a privacy notice and reviewing it in the current Privacy Notices register.

SOP for creating a policy record, reviewing the policy register, and using the current version-history route when it is available.

SOP for using the current Billing dashboard and Time Tracking screen, with clear notes on the parts that are review-only or not visibly wired end to end.

SOP for adding a user account from the current Users list and New User form in the VerityLaw dashboard.