A high-fidelity prototype demonstrating the transaction step memo module for an AI-native legal workflow platform. Built for stakeholders and the development team as a frame of reference.
- 4-step intake flow: client selection, transaction type, document review, memo generation
- Simulated Clio integration — clients, matters, and source documents pulled from Clio
- Animated processing state showing document parsing and memo generation
- Mock Word Online environment with a fully formatted transaction step memo
- Source citations with page numbers and quoted snippets per step
- Export PDF and Push to Clio actions with confirmation modals
Open index.html in any browser. No dependencies, no build step.
| Integration | Status |
|---|---|
| Clio API (clients, matters, documents) | Hardcoded |
| Microsoft Graph API / Word Online embed | Simulated UI shell |
| PDF export | Toast notification only |
| Push to Clio | Success screen only |
All client data, matter numbers, and memo content are fictional.
- Step intake pattern — the sequential card flow with progress indicator is transferable to other modules (file opening, execution)
- Word Online shell — the banner, toolbar, and document frame can be reused as a wrapper once the real Graph API integration is built
- Memo layout — document header, meta block, numbered steps with tags, and footnote citations reflect the intended final .docx structure
- Design system — CSS variables for colors, typography, and spacing are consistent and can serve as a visual reference for the production build
A production version would require:
- React (or similar) for component-based architecture
- Clio API — OAuth 2.0 for client/matter/document retrieval
- Microsoft Graph API — OAuth 2.0, OneDrive/SharePoint document creation, Word Online iframe embed
- AI document parser — PDF text extraction with position metadata
- Memo generation engine — cross-references instruction letter, minute book, and transaction form to produce structured step list with citations
- Backend API — orchestrates document processing, memo generation, and platform integrations
Single HTML file — HTML, CSS, vanilla JavaScript. No frameworks or dependencies.