Custodio manual

Short, step-by-step guides for every screen of your practice. Start with whichever one you need today — you don’t need to read them in order.

1. Signing in and opening your practice — create your account, sign in, and open your practice for the first time.
2. Your dashboard — the summary you see when you sign in: today’s items, what needs review, and how your practice is doing.
3. My day — everything that needs your attention today, in one list.
4. My calendar and deadlines — the calendar of legal terms, hearings and steps, and how a term is computed.
5. To review — the findings Custodio flagged for your decision.
6. Alerts and notifications — what the platform notifies you about, and how.
7. Creating a matter — opening a judicial or extrajudicial matter.
8. My matters — the full list of your practice’s matters.
9. Inside a matter — a matter’s detail and its proceedings.
10. Documents and facts — uploading documents and seeing what Custodio extracted from them.
11. Custodio at a glance — the AI over a matter, and how much you’ve used.
12. The archive — closed matters and historical records.
13. Search — finding anything in your practice.
14. Tools — filing lookups and business-day counting.
15. Your team — inviting and managing your team.
16. Settings and my account — your practice’s settings and your profile.
17. Compliance and Habeas Data — your data subjects’ rights requests.
18. The audit trail — who did what, and when.
19. Your practice portfolio — the risk view across every matter.
20. My practice and my plan — how your practice is doing, how much AI you use and what your plan includes.
21. Support — asking for help when something doesn’t work.
22. Connect Custodio to your assistant — use the remote MCP server with Claude, ChatGPT, or another compatible client.