Controlled Record Release
LegalTech · Records / Controlled Release and Audit
Sensitive records discovered, requested and released under control, with a full audit log
A transcript business connects attorneys with agencies that hold transcripts. Datics built the platform: agencies onboard their archives with AI extraction of metadata, attorneys discover records without seeing their content, and every request moves through review, pricing, payment and controlled release with a unique ID and a full audit trail.
- Status
- Phase 1 delivered; phase 2 in progress
- Engagement
- 2026, two phases
Records / Controlled Release and Audit
Discover & Request
Where attorneys search and request records.
- Archive extraction
- Metadata-first discovery
- Request lifecycle
- Controlled release and audit
Role-separated access for attorneys, agencies and admins, with audit logging.
The starting point
Agencies held transcript archives that attorneys could not search without the content being exposed.
What had to change
Discovery, request, approval, payment and release had to work as one controlled workflow.
What couldn't break
Attorneys need enough metadata to judge relevance, while agencies keep control of the record until it is paid for and released.
Why this was hard
Three roles act on the same record at different stages, with different permissions, and archives arrive in inconsistent formats.
What Datics changed
Datics built archive onboarding with OCR and configurable extraction rules with field-level confidence; metadata-first search; request IDs and lifecycle tracking; agency review, approval and pricing; Stripe payment, fulfillment and delivery; an attorney transcript library; and admin monitoring, analytics, security and access control.
Phase 1 shipped the core workflow in about four weeks to a staging demo and acceptance; phase 2 adds search, dashboards and notifications.
Archive extraction
OCR and extraction rules pull metadata from agency archives, with field-level confidence.
Metadata-first discovery
Relevance judged without exposing the record.
Request lifecycle
Unique IDs, review, approval and pricing for every request.
Controlled release and audit
Payment, release and every action logged.
How it works
Connects to: Stripe payments and document storage.
- 1
Onboard & Extract
Where agencies upload archives and metadata is extracted.
- 2
Discover & Request
Where attorneys search and request records.
- 3
Approve, Pay & Release
Where agencies price and release records under control.
Runs within: Role-separated access for attorneys, agencies and admins, with audit logging.
Engagement at a glance
Records move from archive to attorney through role-appropriate steps, with every request tracked and every release logged.
- Roles
- Attorneys, agencies and admins
- Phase 1
- Core workflow in about four weeks
- Release
- Controlled release with audit logging
Under the hood
- Datics role
- Product management, business analysis, UI/UX, full-stack engineering and QA.
- Integrations
- Stripe payments and document storage.
- Deployment
- Cloud-hosted SaaS.
- Production boundary
- Role-separated access for attorneys, agencies and admins, with audit logging.
Technology
What this unlocked
The same extraction with field-level confidence feeds Intakely, and the same release controls and audit logging are how our EdTech modules handle student records.
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