Firm Portfolio Overview
Ten-firm cohort, year 2026. TOC operates against firm-certified dockets. Health metric is internal-only — never surfaced to firms or end clients.
7 healthy
2 watch
1 escalate
Cohort load
10/10 cap
Active deadlines
187
OA queue
14
Filings ready
9
Audit log entries
2,841
Cohort mix
Firm engagements
Anonymized · click a firm to scope all subsequent modules
Docket & Deadline Workbench
Every date carries source provenance. Attorney of record confirms each actionable date. TOC surfaces and prepares — the attorney decides and signs.
3 overdue confirm
23 awaiting confirm
161 confirmed
Auto-fill lookup · USPTO · TSDR · Madrid
TOC operates on firm-certified data — every pull is logged to the audit ledger
Knowledge Hub · 153 jx
Firm
Status
OA Queue & Filing Prep
Office Actions classified by TOC, summary prepared, response package assembled — submitted to firm for attorney review and signature under firm letterhead.
14 OAs in queue
9 packages ready
Substantive OAs
7
Formal OAs
5
Final OAs
2
Avg classify-to-package
2.3days
OA classification queue
Each OA pulled from firm docketing, classified, summarized, packaged.
| Firm | Matter | Type | Stage | Due |
|---|
Filing prep · awaiting attorney signature
Forms + exhibits assembled to firm standards · firm letterhead applied.
Audit Trail & E&O
Defense file. Every date logged with source, timestamp, and confirmation log. Retained engagement + 7 years. Surfaces MSA confirmation-workflow compliance and E&O policy posture.
100% provenance
E&O bound
Provenance coverage
100%
MSA confirm compliance
98.4%
E&O policy
$2M
Renewal in
214days
Source provenance ledger
Last 24 hours · auto-pruned to defense-file every midnight ET
E&O posture · Eighth House Group LLC
Professional liability · technology E&O · misc. professional
Carrier
Confidential
Per occurrence
$2,000,000
Aggregate
$4,000,000
Annual premium
$11,400
Effective
2025-11-25
Renews
2026-11-25
Tech E&O
Included
Misc. prof.
Included
MSA workflow compliance
Per-firm attorney-confirms-all-deadlines posture
Builder & Test Environment
Full TEAL Firm Enterprise app — Timeline Builder, Tags Loader, Tabs Loader, matter card composer, DOCX export, portfolio docket. Use Production mode for live Managed Operations work; Testing mode stamps every export with a TOC watermark.
Idle · click to load
TOC · INTERNAL TEST OUTPUT
Composer
Template Timeline Builder
Drag-arranged prosecution timeline · PNG export · drops into letters and matter cards
Jump to Timeline tab →
Loader
Tags Tab Loader
Auto-matches matter data to PS / DL / OWN / FM / BL color tags · downloadable
Jump to Tags tab →
Builder
Templates & Letters
DOCX letter pack · timeline insertion · firm letterhead applied
Jump to Templates tab →
Card
Matter Card Builder
Portable matter card DOCX · drag back to auto-fill · portfolio docket batch
Jump to Summary tab →