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LegalBook

Facts and discrepancies

The matter's canonical facts, verified by a person, and what happens when two sources disagree.

For: AttorneyStaff

On this page

LegalBook keeps one set of canonical facts per matter: dates of entry, addresses, marriage dates, employers and so on. Forms, packets and workflow rules read facts from here, not from wherever someone last typed them.

Fact states

A fact is a candidate, verified, disputed or superseded.

  • A fact recorded from a questionnaire, a document or by hand starts as a candidate.
  • A person with fact-verification permission verifies it. Facts your firm marks as attorney-level need an attorney to verify.
  • A corrected fact supersedes the old one. The old value stays in the history.

There is at most one verified value per fact, matter and person.

Record a fact

  1. In the matter, open Forms/Data (or the production matter view) and choose Record fact (press f in the production view).
  2. Pick the fact. If it belongs to a person, pick the participant.
  3. Enter the value and its source: manual, questionnaire or a document.
  4. Optionally choose verify now if you are allowed to.

The confirmation tells you whether a discrepancy opened.

Discrepancies

When a new value disagrees with a verified one, LegalBook opens a discrepancy instead of overwriting. The Discrepancies queue in the Production workspace lists them, routed either to processors or to attorneys by the fact's risk.

  1. Open a discrepancy.
  2. Compare the values and their sources.
  3. Choose a disposition and resolve it.

Discrepancies with legal risk, or routed to an attorney, need an attorney to resolve. An open discrepancy on a fact a filing depends on blocks that filing.

Facts suggested by AI

Not available yet. When AI is configured, facts extracted from documents arrive only as candidates. They never become verified facts until a person accepts them. See AI suggestions and their limits.

Who sets the rules

The list of facts, which ones are risky, who verifies each one and which ones block document generation are configured per firm. LegalBook ships a starting framework; your attorneys review it during onboarding.