A conveyancing client becomes an estate-planning client, and the file trail never breaks

A client engages the firm for a property closing — the Conveyancing pipeline. Eight months later they come back for a will — Estate Planning, a different practice group, a different attorney, same Contact. PipelineTeam access scopes visibility so the estate-planning associate doesn't automatically see the conveyancing file: conflict-of-interest hygiene as a data-model property, not a manual process.

Every document request, deadline, and status change writes an immutable AuditEvent — actor, timestamp, from-state, to-state. It's the record a bar complaint or malpractice claim asks for first, and it exists because the mutation happened, not because someone remembered to log it afterward.