Glossary

A shared vocabulary so your clinic and Parity describe the same things the same way — useful when reporting issues during the trial.

Approve / correct — when the client confirms the record is right, or asks for changes. Only an approved record is submitted.

Caseworker / volunteer (staff) — front-line staff who work cases in the dashboard: read records, add notes, update status, export, and hand off.

Case — one client matter: the conversation plus the resulting record, notes, documents, and status.

Case Record — the structured output the assistant produces and the client approves. Six fields: Domain, Factual Record, Parties, Key Dates, Documents Available, and Desired Outcome.

Chat transcript — the full client–assistant conversation, kept for provenance.

Client — the member of the public seeking help, who completes the intake and approves the record.

Clinic / organization — the law centre using Parity. Each clinic is a separate tenant and sees only its own cases.

Clinic administrator (org_admin) — manages the clinic's members and the assistant's settings.

Clinic context — free text about the clinic that the administrator configures and the assistant reads during intake.

Data minimisation — the principle that the assistant asks only what triage needs and does not request personal details unprompted.

Desired Outcome — what the client wants to happen, in their own words.

Documents / evidence — files (PDF, image, Word, text; up to 10 MB) uploaded by the client or staff and attached to a case. Distinct from the record's "Documents Available" field, which lists evidence the client mentioned.

Domain — the legal area a case falls into. One of eight values.

England & Wales (jurisdiction) — Parity only handles civil matters within England & Wales.

Export — producing a downloadable copy of a case as PDF or Excel.

Factual Record — the narrative field within the Case Record: a complete, third-person account of the client's situation (not a summary; 300–500+ words).

Finalise — committing the client-approved record to the clinic; sets the status to In review.

Handoff (ActionStep) — moving a case into the clinic's ActionStep system. For the pilot this is manual; there is no built-in integration.

Internal note — a staff-only, timestamped, attributed note on a case. Never visible to the client.

Invite — how a clinic administrator grants staff access: an email address is invited from the organization settings, and the invitation is applied automatically when that person signs in at the Staff Portal. Invitations expire after 7 days and can be revoked while pending.

Key Dates — each relevant date and what happened on it.

Magic link — the single-use, passwordless sign-in link emailed to both clients and staff. There are no passwords in Parity.

Not legal advice — Parity never assesses merits, recommends strategy, or explains the law beyond naming a broad domain.

Parties — everyone involved in a matter, with name, role, and context.

Parity — the AI legal intake and triage assistant used for the trial.

Present (the record) — when the assistant shows the client the full Case Record for review. Nothing is saved yet.

Safeguard / quality check — an automatic review of the Case Record by a second, stronger model against a domain-specific essential-questions checklist, run before the client sees it.

Status — where a case is in the clinic's workflow. One of five values.

Super admin (admin) — Parity-side system administrator across all clinics.

Triage assistant / intake assistant — the conversational AI the client talks to.

Triage depth — the per-clinic setting (labelled Conversation depth in the organization settings) controlling roughly how many exchanges the assistant takes before presenting the record (Quick / Balanced / Thorough / Exhaustive).

Turn / exchange — one back-and-forth between the client and the assistant.