Documents

Uploading, what happens at intake, the viewer, drive sync and client file requests.

Upload

Drag files or whole folders anywhere onto the Documents page. Before a big drop, Jubal shows a pre-upload summary — what's new, what's an exact duplicate (skipped), what can't be processed — and you confirm. Folder structure is kept: the Documents page shows your folders, and Jubal cites by the paths your team knows.

The Files tab of a matter: the drop-to-upload zone, Request files, "All 5 documents ready", and the document list with each file's readable title, type tag (contract, correspondence, agreement) and page count
The Files tab of a matter: the drop-to-upload zone, Request files, "All 5 documents ready", and the document list with each file's readable title, type tag (contract, correspondence, agreement) and page countJubal Law · fictional firm and matters

What happens at ingest

Every document is identified by its contents (misnamed files still ingest correctly), summarized into the matter's index, made searchable, and — where the filename is unreadable — given a suggested readable title you can apply, edit, or dismiss (the file itself never changes). Scanned and handwritten pages are read visually; photos get a searchable description; recordings are transcribed (multi-gigabyte bodycam included — oversize media extracts audio locally next time a team desktop opens the matter).

The Review tab: "Who this firm represents" asking the attorney to confirm the client, then "What Jubal read" with a one-paragraph summary of the five documents, the people found with roles, and a timeline of events
The Review tab: "Who this firm represents" asking the attorney to confirm the client, then "What Jubal read" with a one-paragraph summary of the five documents, the people found with roles, and a timeline of eventsJubal Law · fictional firm and matters

The viewer

Click any document: the side panel shows type, dates, pages, status, your designations and notes; the viewer opens PDFs and Word files with the citation panel, version History (download or restore any version — restores become new versions, the trail is never rewritten), and download.

Keep the matter current from the office drive

Matter → Documents → Re-sync from folder after linking the matter to its drive folder once (the link is per-machine). While the matter is open, one desktop on the team auto-watches the folder every few minutes — the case file stays current without anyone clicking.

Request files from a client

Documents → Request files: enter a name and email; they get a branded secure link to a drag-and-drop page (no account, files to 5 GB). Everything lands in a review queue — nothing enters the matter until an attorney accepts it, stamped with who sent it and when. Revoke the link anytime.

The guides