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user flow

Step 1: Initial Access

Access to the application is not available to the general public; it is a closed corporate program. Access is provided through a corporate-specific invitation system. Users log into the system, typically after receiving an invitation.

Users are required to undergo a two-factor authentication process upon logging in, which enhances the security of their accounts and the sensitive information they manage.

Step 2: Document Management

After logging in, the user reaches the main page. The menu on the left side includes active case, sessions, results, analytics, archive, and a search bar for documents at the top.

The application is tailored to assist in managing numerous documents and is especially beneficial for legal companies where multiple lawyers work together on extensive case files or with a single client.

In complex legal cases, such as the Kennedy assassination, the application conducts AI-based searches using specific criteria and provides a summary of relevant documents.

Step 3: Document Viewing

When opening a document, users can view each attached file. There is also a sidebar where users can add tags for issues and confidentiality levels.

The application supports various file types, including PDFs, Word documents, spreadsheets, and images. It has a converter to transform documents into plain text, simplifying analysis.

Users can also select different document viewing formats, such as sorting by individual.

Customizable Search: Users can conduct searches using dynamic filters that can be adapted to their specific configuration and needs.

Step 4: What’s Next?

Our team is preparing for a major update of the application, featuring a new design and logic.

The update will introduce multi-tenancy, allowing multiple legal companies to use the application while ensuring their sensitive documents remain secure and isolated in separate databases. The application will determine which database to access and which data to retrieve based on specific criteria, such as data IDs.

Results of the project

Enhanced Security with MFA Implementation

Implemented Multi-Factor Authentication (MFA) to significantly improve the security of user accounts and sensitive data, ensuring a robust defense against unauthorized access.

Streamlined Document Management System

Developed a document management system enabling users to seamlessly search, view, and manage documents, resulting in increased productivity and efficient document handling.

RBAC for Enhanced Data Security

Implemented Role-Based Access Control (RBAC) to ensure that users and administrators have appropriate permissions, enhancing data security and confidentiality.

User Onboarding with Invitation Logic

Introduced a user invitation logic that simplifies the process of onboarding new users, saving time on the registration process and providing a user-friendly experience.

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