Once a matter's papers have been split out, they need to be sorted into folders. JUDLEX does this in two stages: first it files, free of charge, everything it already knows, and then, if you want, it asks the artificial intelligence about whatever was left unidentified. At the end, you confirm.
If the papers came in with automatic steps switched on, the chat does these steps for you after your Go ahead and leaves you the buttons to confirm: Add papers to a matter. This article explains each step done by hand.
Classify: free
When a file is split, each paper already comes out with its type, backed by a sentence on the page. With that, working out which folder it goes in is simple arithmetic: invoices to their folder, judgments to theirs.
Open the matter
In the client file, expand the matter you want to sort.
Click Classify
It is in the row of buttons at the top. If you hover over it, it reminds you that it costs nothing, and it means it literally: the artificial intelligence is not consulted.
A message tells you how many papers have been filed. Folders are created automatically according to each paper's type, and if a folder gets very full, JUDLEX splits it by year. Whatever could not be filed stays under Unfiled, and the message has a See them button that takes you there.
What is left unfiled
Unfiled is not an error. These are papers that are stored and readable but that nobody has yet said where they go. It is the last row of the matter in the tree, and it expands like a folder. You can also get there by clicking the amber N unfiled label at the top, next to the matter's name.
Each paper says why it is there and what to do:
Its type does not say which folder it goes in. File it yourself: the next papers of that type will go to the same folder on their own.
It still has unread pages. Click Look at N pending page(s) (with AI) at the top: Read a file and split out its documents.
Its pages are blank or cannot be read. Open it: if it is nothing, delete it with the bin.
The AI knows what it is, but its type is missing from your list. Click Missing types (N) at the top; see below.
The AI looked at it and could not tell what it is. Open it and decide yourself.
The AI has not been asked yet. Click Identify the rest (with AI) at the top.
Each paper's row has three buttons: the eye opens it, File asks Which folder?, and the bin deletes it after checking with you. A paper filed this way is already confirmed. You can also drag it into a folder: Move and rename folders and papers.
Identify the rest: with AI
If there are papers without a type, the Identify the rest (with AI) button appears. It asks the artificial intelligence about those papers only, not about all of them. If you hover over it, it tells you how many calls and how many pages will be sent to your provider, and with which model.
If the job is small, it starts when you click: the button has already told you it uses AI.
If it is large, it asks you first, repeating what will be sent. Click Go ahead to carry on.
Every answer has to come with the sentence from the paper it rests on; any that does not is discarded. Whatever is identified is left amber, waiting for your click. When it finishes, a message tells you how many papers were identified, how many still could not be, and what it cost.
JUDLEX does not ask twice about the same thing: a paper that has already been asked about with your current list of types is not sent again while the list stays the same. If there is nothing new to ask, the button does not appear. A paper goes back into the queue when one of its missing pages is read, or when your list of types changes, because it may fit now.
Missing types
Sometimes the artificial intelligence knows what a paper is, but its type is not on your firm's list of types, and it is not allowed to invent one. It then notes it down with its citation, and the amber Missing types (N) button appears. Opening it costs nothing.
Each suggested type comes with its papers, each with its sentence, and three things you can change before accepting it: the Type name, its family, and the Folder its papers will go to. Then:
Add and file (N) adds the type to your list and files its papers in amber with the citation already obtained, without asking the artificial intelligence again. If you already have a type with that name, that one is used.
Not needed removes it from view.
Add all (N papers) does the first for all of them at once.
Your firm's list of types is managed in Settings › Types.
Confirming what was filed
Everything JUDLEX files is left waiting for your approval, in amber. Amber means "this is your decision", not "this is wrong".
Paper by paper. In the tree, each pending paper has an amber Confirm label on its row; clicking it turns it into Confirmed, in green. If you hover over it, it shows the sentence from the paper it rests on. If it is not right there, Move takes it to the right folder, and Take out of this folder, in its menu, sends it back to Unfiled.
A whole folder. A folder's amber N to confirm label, in the Case column, confirms all the pending papers in that folder at once.
The whole matter. When there are filings that can be justified, the Accept all N button appears. It is not a rubber stamp: it only confirms the ones backed by a sentence that still appears on the page, or whose type was decided by someone with a checked citation. If any of them can no longer be justified, the button says how many are left out, as in Accept 12 (3 left), and those are looked at one by one.
