Your Trusted Planner

Your Trusted PlannerAsset Protection Attorney Portal

Documentation, Architecture, and Help Center

Architecture Documentation

C4 diagrams, entity relationships, and technical architecture for developers and stakeholders.

Attorney Help

Guides for managing clients, journeys, documents, and appointments.

Client Help

Instructions for navigating your legal journey, signing documents, and uploading files.

Release Notes

Track what's new, what's changed, and what's coming next.

Quick Links

For Stakeholders

System Context Diagram - High-level view of the system
Container Diagram - Technical building blocks
Entity Relationships - Database schema overview

For Attorneys

Getting Started - Dashboard overview and navigation
Managing Clients - Add and track clients
Journeys & Workflows - Configure service delivery

For Clients

Getting Started - Your portal walkthrough
Your Documents - Review and sign documents
FAQ - Common questions answered