Coming soon
Intake Standards
Lead-to-engagement workflow, qualification checkpoints, and substatus discipline for personal injury and immigration practices.
Standards
Playbooks, not best-guesses.
Trellys standards are published, opinionated playbooks for how a firm should handle documents, intake, naming, and case events. Adopt them as-is or use them as a starting point for your firm's internal SOPs.
Published
Law Firm Document Handling
Document taxonomy, type classifications, and group relationships used by every Trellys document automation. Source of truth for the entire substrate.
Published
Email Security
What Avanan catches, where flagged mail goes, and what your staff will see. Covers all seven threat categories — phishing, BEC, malware, impersonation, account takeover, spam, and graymail.
Published
Outbound Mail Pricing & Provider Comparison
All-in pricing matrix across print-to-mail API services plus the true cost of producing mail in-house. Feature matrix, compliance notes, and a decision framework for picking the right provider.
Coming soon
Case Event Taxonomy
Standard event types, hashtag conventions, and routing rules for matter-level events across Filevine, Clio, and LeadDocket.
Coming soon
Naming Conventions
File names, project names, contact records, and field labels, codified so AI agents and humans agree on what things are called.