| Collaboration |
|---|
| Client portal invite | Share selected forms by email | Branded workspace invite with login |
|---|
| Concurrent client matters | 2–3 per user, pooled firm-wide | No collaboration limits |
|---|
| Third-party sharing | Invite counsel and other-side solicitor | Client disclosure portal; export PDFs to exchange |
|---|
| Client experience |
|---|
| Intake before forms | Case data populates forms only | Short plain-English questionnaire first |
|---|
| Upload validation | PDF upload alongside the form | Documents validated for type and content immediately |
|---|
| Document requirements | Upload per shared form | Checklist grouped by disclosure topic |
|---|
| Document review | Upload only — no accept/reject workflow | Pending, accepted and rejected states |
|---|
| Client interface | Court forms in Quantum-branded UI | Guided workspace — intuitive for lay clients |
|---|
| Firm branding | Quantum-branded client UI | Whitelabel portal and branded invites |
|---|
| AI and Forms |
|---|
| AI form completion | Client and solicitor type into court forms | Auto-drafted from questionnaire and documents |
|---|
| AI pre-fill from documents | No extraction from uploaded PDFs | Figures pulled from statements and valuations |
|---|
| Source citations | Change diff before import | Every assertion cites paragraph and page |
|---|
| WonderChat case search | No chat interface over case data | e.g. largest transaction across bank accounts |
|---|
| AI case summary | No automated matter summary | Always up-to-date case overview |
|---|
| Field-level comments | No threaded comments on fields | Solicitor–client threads on any field |
|---|
| Section approval | Approve client edits into the form | Sign off each form chapter separately |
|---|
| Court-ready form PDF | Print or export from Quantum | One-click render from assembled data |
|---|
| Firm experience |
|---|
| MFA | 2FA on Quantum accounts | Authenticator app on all portals |
|---|
| Core focus | Broad family forms (C100, D81, orders) | Deep financial remedy forms |
|---|
| Client-facing model | Share court forms for co-editing | Guided matter workspace end to end |
|---|