The current signed-in case start is source-first. Use Add files from Home
and select or drop the source material the firm has now: PDF source files or
ZIP source packets. PDFs create case files when the source supports it. ZIP
packets are inspected first, then held for source review before case
attachment. The material attaches to the right case record or creates the case
container when the source supports it.
Source processing starts immediately for PDF source files. ZIP packets show
source review until inspection and attribution are complete. The case shows
processing or source-review status while the file is processed or
source-processing exceptions are handled, and the workup becomes ready when
processing finishes. If source processing fails before the case shell is usable,
the Processing page explains the issue and offers a support prompt. Workup
ready remains the visible case state after attorney review starts; attorney
decisions, Pete background work, and outside waits appear as secondary
next-step context.
Public intake, booking, and firm-branded starter submission review are separate
supporting paths. They are not part of the default signed-in Add files flow.
What happens after upload
The case flow is cyclical:
source material enters -> the case brain analyzes and updates the case -> follow-up, scheduling, forms, and signature workflows move forward -> attorney decides, approves, signs, or answers when needed -> the case file stays current
Add later records or plain-text notes to the same case. New records do not
restart the case; affected views update and attorney review appears only when the next step requires attorney judgment or approval. Last modified on August 13, 2026
