Projects
A project keeps one matter’s material together, so SopalAI can prepare submissions from it. Files are filed into folders as you drop them in.
The folders
When you create a project you choose the side, the State and the parties. Sopal sets up the folders:
- Working: submissions, statutory declarations, the contract, payment claim and payment schedule, supporting documents and authorities.
- Drafts: SopalAI’s drafts and yours.
- As filed: locked once you mark the matter as filed. An administrator or manager can unlock it, and the unlock is logged.
- Project documents: contract, payment claim, payment schedule, correspondence, variations, programme and delay, expert reports, photos and other.
Click a folder in the sample to see its files.
Smart filing
Each file is read and given one of 18 categories, such as contract, payment claim, correspondence, variation, site diary or photos, with its date and a one-line description. Sopal suggests the folder from your project’s own folders. The other side’s submissions are filed as evidence, never as your submissions.
A file uploaded twice is flagged, whether it is the same file or the same text saved again.
| You drop in | Category | Filed to |
|---|---|---|
| Payment claim 14.pdf | Payment claim | Working / Payment claim |
| Payment schedule - PC14.pdf | Payment schedule | Working / Payment schedule |
| Email - PC14 draft assessment.eml | Correspondence | Project documents / Correspondence |
| Subcontract - executed.pdf | Contract | Working / Contract |
The sample matter, ABC Subcontractor v DEF Head Contractor.
Working with files
- Works like Finder or Explorer
- Select with Cmd or Ctrl-click and Shift-click. Right-click for the menu. Enter or F2 renames. Copy, cut and paste with the usual keys, and undo the last move or rename.
- Drag and drop
- Drag files between folders to move them, or hold Option or Alt to copy. Drop files or whole folders from your computer to upload them.
- Any file
- Store any file up to 200 MB. Text is read from PDF (with OCR), Word, Excel, CSV, email (.eml), Markdown and plain text.
- Find and download
- Search file names and text with the Boolean connectors. Download several files at once as a zip.
- Private
- A project is private to the person who created it until they share it, and it stays out of the Library search.
A worked example
- You create
A project for the application: acting for the claimant, Queensland, ABC Subcontractor v DEF Head Contractor.
- You drop in
The subcontract, Payment claim 14, the payment schedule and the email chain.
- Sopal files them
Each to its folder, with a category, a date and a one-line description. You can move any of them.
- You draft
Ask SopalAI for Part D of the application. It reads the matter’s documents and your precedents, and the draft appears in Drafts.
- You file
Put the filed version in As filed and mark the matter as filed. The folder locks.