Professional use policy

Access is granted via Tracea Link, case membership, and effective role evaluated by the API.

Revocation removes future access; documentary history remains in the case file.

Professionals access timeline, messages, agreements, expenses, evidence, and exports per role and effective permissions.

Relevant queries generate audit records with user, case, resource, and timestamp.

• May read case file, messages, agreements, expenses, documents, and evidence per permissions.
• May generate and download probatory exports.
• May not create or modify messages, expenses, agreements, evidence, or case metadata (professional observer rule).

• May read case information per the permissions matrix.
• May create mediation notes.
• Exports may be more limited than for lawyers.

• May review integrity records of active case evidence.
• May generate report drafts with technical reconstruction based on existing records.
• May sign reports; signed PDFs are stored as immutable documents in the case file.
• Reports include a disclaimer that they do not constitute a legal conclusion.
• Effective permissions are technically mapped to COURT_VIEWER for authorization evaluation.

Available exports depend on role and case status (open/closed).

Recovery of exports and signed reports is available in the professional workspace (Reports and exports section).

Professionals are responsible for keeping local copies of downloaded exports.

TRACEA does not issue binding legal or expert opinions; it provides structure, traceability, and documentary integrity.

Compliance observations are documentary technical support with statuses such as CONSISTENT_WITH_EVIDENCE, AMBIGUOUS_MATCH, and INSUFFICIENT_DATA — not breach rulings.

PENDING DEFINITIVE POLICY: bar association, ethical, and contractual terms specific to firm/expert and client.