Cascade organizes operational obligations generated from workflows, source facts, and instrument terms into a single reviewable record. Obligations are derived, not entered — the platform traces each entry's authority class, derivation path, and source inputs, making every docket row fully accountable.
Provenance, authority classification, derivation traces, correction history, and supersession are treated as first-class system concerns rather than after-the-fact annotations.
Cascade tracks the compliance posture of every open workflow track as a derived state. The four states — Dark, Active, DeadlinesClosed, AllClosed — are calculated from the obligation record, not asserted by an operator. Compliance state is recalculated on every recalculation pass and reflects the current record without manual input.
Cascade organizes administration in three levels. A client is the principal party an engagement serves. A matter is a managed file scoped to that client. A workflow is an operational track within a matter — a single body of compliance work, such as an estate filing or a GRAT administration.
A matter may carry more than one workflow track at once. Source facts, obligations, corrections, and audit history belong to the workflow, while the Universal Docket aggregates every active obligation across all matters and all workflow tracks into one record.
| Workflow | Status |
|---|---|
| Federal Estate Administration / Form 706 | Active |
| Federal Gift Tax / Form 709 | Active |
| GRAT Administration | Active |
| QPRT Administration | Active |
| Promissory Note Administration | Active |
| Fiduciary Income Tax / Form 1041 | Active |
Cascade is read in two postures. Operators maintain the record — they record source facts and let the platform derive the resulting obligations. Counsel reviews the record — every obligation's authority class, provenance, and derivation trace is available for review without any need to maintain the docket.
In the counsel posture the record is presented complete and read-only: authority, provenance, derivation, correction history, and compliance state remain fully legible while maintenance actions are withheld. Counsel reviews; counsel does not keep the docket.
Operators advance a workflow by recording what actually happened, not by marking generic tasks complete. An obligation is discharged by recording the real-world event behind it — estate EIN obtained, Form 706 filed, an election made — and Cascade recalculates the affected obligations from that fact.
Because each obligation is closed by a recorded, domain-specific event rather than a status toggle, the record stays accountable: every change traces to a fact, an authority class, and an audit entry.
- Canonical Universal Docket across all matters and workflow tracks
- Fact- and instrument-driven obligation generation — not manual entry
- Authority-aware derivation and review traces for every obligation
- Correction history and supersession visibility across the record
- Audit-oriented operational recordkeeping with immutable obligation fields
Cascade is being developed and validated as a professional operating platform for trust-and-estates administration. Public commercial availability has not yet begun. Each supported workflow derives obligations from recorded facts and instrument terms under versioned, illustrative rule sets intended for professional review rather than as legal advice.
Private-development inquiries can be handled directly. Public contact details will be added in a later release.