Setting up your case file

The Master Case File (MCF) is the central record for your matter on RYTZ. Every other tool on the platform reads from it — your name on the parenting plan, your s60CC briefing, your Settlement Planner’s contributions assessment, the AI assistant’s “what do I know about this user” context. Time well spent here multiplies the value of every minute spent everywhere else.

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How the intake works

When you sign in for the first time, the platform offers two intake paths: You can switch from Quick Start to the full Tailored intake at any time via Settings → Case Details. Nothing is lost.

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What gets captured (and why)

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Identity

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Children

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Relationship timeline

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Family violence + safety

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ATSI status

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Jurisdiction

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Property + assets (Tailored only)

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Filing-ready details

Some MCF fields are needed for the parenting plan to reach the Filing-ready tier on the Plan Readiness Ribbon. These are captured directly inside the Parenting Planner via the Filing details modal — you don’t need to set them up at intake. They include:

• Postal addresses for both parties (used on the title page + as service addresses)
• Children’s full dates of birth (filing-ready documents identify each child by name + DOB, not just age)
• Date of separation (also captured here if not at intake)
• Existing court orders cross-reference
• Witness names + qualifications

See Plan Readiness for the full picture.

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Updating your case file later

Anything in the MCF can be updated at any time:

• Settings → Case Details for the broad intake fields
• Parties to this plan card on the parenting planner for names + children
• Filing details modal on the parenting planner for filing-ready fields

Updates flow through to every downstream tool — re-run the AI briefing after a major change and you’ll see the new analysis.

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Privacy + who sees this

Your Master Case File is private to you. RLS policies on the database mean even RYTZ engineers can’t see your specific data without your explicit consent. The AI assistant uses your MCF only to answer your own questions, in your own session. We never sell user data, never share with third parties, and never train models on your specific case content. See Privacy and data for the detail.

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