Personal is the section of JUDLEX for one person and their papers: those of their home, their car, their job and their taxes. It has a single seat, for a single person. There are no clients and no case files. You work with matters, each being one thing in your life that produces papers (a flat, a car, a complaint).
A Professional licence includes Personal. How the two sections divide the work, and how to move from one to the other, is covered in Personal and Professional.
What it looks like
Personal has its own side menu. These are its entries, in this order:
Entry | What it is for |
|---|---|
My papers | Dropping in your papers and seeing them sorted into matters and folders: My papers. |
My accounts | What you have spent and received, taken from your statements and your papers: My accounts. |
My dates | The dates your papers mention, with a reminder before they arrive: My dates. |
My letters | Drafts of claims, complaints and requests: My letters. |
Reports | A report on where you stand with the authorities: Reports. |
My tax details | The details for each tax year, with the sentence they come from. Explained below. |
There are no entries for clients or case files.
My tax details
Here JUDLEX gathers, year by year, what your papers say about your tax position. Each item carries the sentence and the page it comes from. You fill the screen with the Read my tax details button.
If two papers say different things about the same point, the item is marked Two papers say different things. You choose which one stands with This one, or remove it with Discard. The more delicate items carry a Sensitive data label.
JUDLEX does not work out any tax. It shows what your papers say, and nothing more.
Getting started
The first time you open Personal, JUDLEX asks for three details: your full name, your country of residence and your region, county or state. Once you have filled them in, a short tutorial, Your Personal section, walks you through the screen. It appears only that first time.
Your country and region are used in the procedures JUDLEX prepares for you. There is one catalogue of papers for Spain and a generic one for everywhere else, and you load the public holidays yourself. If your country is not on the list, choose Another country. Your name and country travel with the request only when you ask for a draft in My letters and click Go ahead.
If you later want to change the name, you do it in Profile → My details, under the holder of the Personal section. JUDLEX asks you to give a reason and keeps a note of it.
Artificial intelligence in Personal
Personal uses the same AI connection as the rest of the app: your computer's key, entered in Settings → Connections. JUDLEX does not supply the AI. You take it out with the provider of your choice, and the provider bills you. If you do not have a key yet, the I have no key — walk me through it button takes you through creating one. More in The AI key.
What you spend in Personal is counted separately from what you spend in the Professional section. You can see it in Settings → History.
Before any task that uses AI, JUDLEX tells you what it is about to send to your provider, for example how many pages, and waits for your go-ahead. Afterwards it tells you what was spent.
You do not need to be signed in to work in Personal. The licence is enough.
The device lock
Personal can have its own device lock, separate from the firm's. It is optional. You switch it on in Profile, as with Professional: Sign-in and device lock.
What Personal does not do
It has no clients and no case files. Those belong to the Professional section.
It does not draft appeals or representations. For those it explains what they usually say and which papers back them up, and suggests that a professional looks at it. It does prepare claims, complaints and requests.
It does not work out taxes.
It does not look at anything you have not given it. It reads the papers you drop in, or those that land in a folder you have chosen to watch, and nothing else.
It has no email of its own. Papers come in through the window or through the watched folder. Email only arrives with the Correspondence and filings extension.
Your Personal papers live in their own space and their own documents folder. They are never mixed with the firm's.
Where to go next
My papers: how papers come in and how they are sorted.
Personal and Professional: the two sections side by side.
Extensions: what can be added to each section.