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Intake
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Rules
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Config
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Dashboard
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Detail

Policy & Output Configuration

Set your output preferences, escalation routing, and integration settings to control how the Legal Optimizer delivers its analysis.

📝 Output Preferences
Best-Interest Rationale
Alternatives Considered
Cost Comparison
Conflict Disclosures
Documentation Checklist
Legal Disclaimers
🔀 Escalation Routing
Email CCO
Email Advisor
Email Branch Manager
Create CRM Task
Slack/Teams Notification
🔗 Integration Settings
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