Disco Intake Prep

Pre-discovery document intake gate. Use when documents arrive on a matter to audit, rename, and organize them before any discovery stage skill runs. Must run before the discovery workflow.

No templates for this skill.

No reference files.

Not yet linked to a screen in this demo.

• Cert Of Compliance
• Deep Scan
• Disco Organization
• Disco QC
• Disco Tracker
• Discovery Gap
• Discovery Router
• ED Chart
• FA Builder
• FA Crosscheck
• FA Preliminary
• Financial Intake
• Financial Prep Orchestrator
• Income Assessor
• OP Disco Review