Settlement worksheets (Google Drive): v1 imports an .xlsx export of a filled worksheet per case (Case → Settlement worksheet → Import), or python -m trustify.cli import-worksheet. Automatic scan of each case's Drive settlement folder: later version.

Filevine sync (cases, docs tab, expenses): stub — later version. CSV import only.

Books posting (Quicken / accounting): v1 writes a QIF file to disk after the signer's approval; nothing is sent or posted automatically.

ACH / check mailing / printing: not in v1. Checks are printed in-house from Quicken.

Two-factor for signer: not in v1 — approval happens only in chat with Husein.