ParaVault AI User Guide

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Overview

What is ParaVault AI

ParaVault AI is the Command Center for a swarm of specialized AI workers that research law, draft and review legal documents, and — in its second profile — write and refine code. Every request you submit is broken into a compiled plan of deterministic and AI-driven steps: search results are ranked before an answer is drafted, citations are independently verified against real legal databases before they reach you, and a running audit trail records who approved what. Nothing you see on screen is generated in one uncontrolled pass.

Two deployment profiles. Your organization runs ParaVault AI in one of two modes, and the tab bar automatically shows only what applies to you:

ProfileWhat you getHidden tabs
Research The full Paralegal Suite, Search, and Web Scraper. SDLC, Project Files
SDLC Code generation, architecture review, style enforcement, refactoring. Search, Web Scraper

If a tab described in this guide doesn't appear for you, your deployment simply runs the other profile — this is expected, not a missing feature.

Getting Started

1

Sign in

Enter the username and password your administrator created for you and select Sign In. Your session stays active for 24 hours.

2

Enter your email code, if prompted

If your administrator has turned on two-factor authentication for your account, a 6-digit code is emailed to you the moment you sign in. It expires after 5 minutes and can only be used once — enter it in the field that appears below the password box.

3

Choose or create a project

Every tab keeps its own project/file context in the left-hand panel. Global is the default shared project everyone starts in — create a new one with the + button next to "Project Context" when you want a private, access-controlled workspace for a specific matter or codebase.

4

Pick a task type and go

Select a tab, choose the specific tool from any mode dropdown, type your request, and submit. Progress streams in live in the results pane, and the 🔬 Pipeline button opens a real-time view of exactly which step is running.

Interface Tour

Header

The header always shows your signed-in role, a connection status badge (GATEWAY: CONNECTED means you're live), a memory meter for the current conversation, and + New Chat to clear context and start fresh without signing out.

Tab Bar

TabPurpose
⚖️ ParalegalAll legal-research and document-drafting tools. See the Paralegal Suite section below.
🔍 SearchGeneral web and deep-research search, independent of a legal matter.
🕸️ Web ScraperFetch and extract structured content from a specific URL.
📁 Project FilesBrowse, upload, and manage source files for an SDLC project.
⚙️ SDLCCode generation, architecture planning, and automated style enforcement.
🔗 Audit LedgerThe tamper-evident history of every decision made on a task.

Most panes follow the same three-column shape: a project/file list on the far left, an intake form across the top of the main pane, and a results/history pane below it that streams live as your task runs.

Research profile

The Paralegal Suite

Every Paralegal tool is selected from the mode dropdown at the top of the ⚖️ Paralegal tab. Some tools ask you to confirm a short, structured summary of your request before any expensive research runs — this is the refine-approval gate, and it exists so you can correct a misunderstanding before the AI spends time (and search budget) acting on it.

🏛️ Law Specialist

A faster, narrower tool than the full Legal Research Agent: it searches U.S. Code, CFR, Public Laws, federal court opinions, Florida Statutes, and Florida Administrative Code and returns ranked, sourced results without drafting a full memorandum. Use it when you need to quickly locate authority rather than produce a deliverable document.

📄 Document Redline

Upload two versions of a document (PDF or DOCX) and receive a structural comparison — every addition, deletion, and change — along with a plain-language explanation of the likely legal effect of each change. Useful for contract redlines, amended pleadings, or any document that has gone through a revision cycle.

📋 Form & Questionnaire Extraction

Turns a scanned or messy intake sheet, financial affidavit, or agency form into clean, structured, exportable data.

  • Define the fields you need — type them in, upload a spreadsheet, or reuse a saved schema from a prior matter.
  • Confirm the field list before the (potentially slow) scan runs.
  • Documents are read with on-premises text recognition — nothing is sent to an outside OCR vendor.
  • Every extracted field is scored High, Medium, or Low confidence, and low-confidence fields are always flagged for your review.
  • Contradicting values across the same form (e.g. a stated income that doesn't match an asset schedule) are flagged automatically.

Export the results as CSV, or pre-fill an uploaded .docx template directly with the extracted values.

💬 Plain-Language Client Communication

Upload a legal document and receive a client-ready explanation in plain English — useful for preparing a client letter or briefing before a call, without asking you to translate dense legal drafting yourself.

📅 Procedural Checklist & Deadline Calculator

Describe a triggering event (service of process, a filed motion, an order) and receive a calculated checklist of every procedural deadline that follows from it. Results can be exported directly as a calendar file (.ics) for import into Outlook, Google Calendar, or any standard calendar app.

📚 Table of Authorities Generator

Upload a single brief and receive a standard court Table of Authorities: every case, statute, and regulation cited in the brief, deduplicated, format-checked, and sorted into the standard sections with every page it appears on.

🗂️ Case Folder

A Case Folder is a persistent collection of every document related to one matter. Once documents are added, the other three Case Folder tools work across the whole set without re-uploading anything.

ModeWhat it does
Add Document(s)Ingests one or more files into the folder and extracts key entities and dates for the tools below.
Ask a QuestionAnswers a question against every document in the folder at once.
Audit ConsistencyFlags places where two documents in the folder disagree with each other.
ChronologyBuilds one sorted timeline of every dated event across the whole folder, flagging date conflicts between documents.

🕸️ Web Scraper

Give it a specific URL and it fetches the page and extracts its readable content — including pages that require JavaScript rendering to display properly. It does not bypass a genuine login wall or paywall; it only recovers content blocked by bot-detection or client-side rendering.

SDLC profile

📁 Project Files

Browse and manage the source files attached to an SDLC project — upload files here so the SDLC tab's code-generation and review tools have the right context to work against.

⚙️ SDLC Style & Refactor

Tools for generating, reviewing, and cleaning up code. Two tools are worth understanding as deliberately separate:

  • Refactor / decompose — changes structure only. Behavior before and after is guaranteed identical.
  • Style-guide enforcement — a separate, later pass that reformats code to your project's style guide (naming, spacing, documentation) without altering what it does. Paste a snippet or upload a whole file — a whole file is automatically split so nothing is silently truncated by dropping it in one piece.

Projects & Access Control

Every project you create has exactly one owner and an access list, enforced by the server — not just hidden in the interface. Click the 🔒 icon next to any project's name to manage it.

  • The person who creates a project becomes its owner automatically.
  • As owner, you can grant access to specific colleagues, or transfer ownership entirely.
  • If you only have access (not ownership), the same dialog shows a read-only list of who can see the project.
  • Granting access to a top-level project extends automatically to everything created under it later.

Global is the one exception — it's the shared default project every user starts in and is never lockable. Use a dedicated project instead of Global whenever a matter needs to stay private.

🔗 Audit Ledger

A tamper-evident record of every meaningful decision made on a task — approvals, rejections, citation reviews, and any point where a person overrode a system output. Open it from the task's Mission Inspector view to see the full history, including actions taken after a session has been closed and reopened later.

Troubleshooting & FAQ

The status badge shows "GATEWAY: DISCONNECTED"

Your session may have expired, or the server address configured for this browser may be wrong. Try signing out and back in; if the problem persists, confirm the gateway address with your administrator.

A citation shows [Unverified] instead of [Verified]

This is not necessarily wrong — it means the automatic check could not confirm it against an available source (for example, a case behind a rate-limited external database). Confirm it yourself before relying on it, and consider leaving a citation review note once you have.

A tool I expect to see is missing from the tab bar

Your deployment runs in either the Research or SDLC profile (see Overview) — each profile deliberately hides the tools that don't apply to it.

I didn't receive my 2FA email code

Check your spam folder — the code expires after 5 minutes and can only be used once, so request a fresh sign-in attempt if it has lapsed. If codes never arrive, ask your administrator to confirm your email address is on file.

Where did my conversation context go?

Selecting + New Chat intentionally clears context so the next task starts clean. The memory meter in the header shows how much of the current conversation's context is in use before that point.

Disclaimers

Output from the Legal Research Agent and every other Paralegal tool is legal information, not legal advice, and does not constitute Shepardizing or formal citation validation of the kind a licensed attorney is required to perform. Federal and Florida sources are covered; law from other jurisdictions is out of scope unless explicitly noted in a result. Always confirm citations marked [Unverified] independently, and use professional judgment before relying on any generated document in practice.