AvailableLast reviewed July 22, 2026
Glossary
Definitions for the core terms used throughout Truidian and this documentation.
Who this is for: Everyone
Terms
- Lead
- A prospective engagement moving through the pipeline.
- Matter
- An active case with a client, lifecycle stage, commitments, files, and billing.
- Commitment
- A tracked obligation with an owner and due date.
- Attention
- A prioritized signal of what needs a human decision now.
- Truidian Assist
- The matter-scoped AI assistant that supports professional judgment.
- Tenant
- A firm's isolated workspace; data never crosses tenants.
Related guides
The operating model
Truidian connects pipeline, matters, attention, work, and resolution into one accountable loop rather than disconnected tools.
Capability status
A single reference for what is Available, Simulated, or Planned across Truidian.
What is Truidian
Truidian is the operating system for tax resolution firms — a single workspace that carries an engagement from intake through verified resolution.