Marshall Help

Matters and documents

A matter is the unit everything else hangs from: its conversations, its documents, its authorities, and its bundles all live together, visible only to the people authorised on that matter.

The Matter Library

Each matter has a Matter Library — store case documents there once and reuse them across the whole matter. Marshall extracts and indexes each file on upload, then reads it in full in the background; for any given query you select which documents travel with it, rather than every query reading everything.

You can upload PDF, Word, Excel, image, email (a saved .eml message) and plain-text documents, by the Add Documents button or by dropping files straight onto the library. An uploaded email is filed as Matter Correspondence unless you have opened another category first, in which case it goes where you are. Each document shows a status chip while Marshall works on it: Processing (the text is being extracted), Reading (the text is in and searchable, and Marshall is still reading it in full), and Ready. A chip reading Partial or Failed means the file needs attention — see Troubleshooting.

The library categories

The Matter Library is organised into nine categories, following the way a hearing bundle is organised. Filing a document in the right category also feeds the bundle builder, which offers each bundle section the matching shelf.

Pleadings / Memorials
Statement of claim, notice of arbitration, defence, counterclaim, answers / response, crossclaim, reply, defence to counterclaim, rejoinder, surrejoinder, rebutter, surrebutter.
Applications / Summons
Originating summons / motion, petition, ex parte / inter partes summons, summary judgment, injunction, specific discovery, third-party notice, notice of appeal, further and better particulars.
Submissions / Skeletons
Opening and closing submissions, skeleton arguments, speaking notes, notes for the court, chronology, dramatis personae, list of issues.
Evidence / Contracts / Discovery
Witness statements, expert reports, affidavits, exhibits, contracts, Redfern schedules, discovered documents, identification / confession, hearsay, admitted facts, formal admissions, transcripts and trial records.
Orders / Judgments / Awards
Matter judgments, ex parte / interim orders, protective, enforcement and procedural orders, winding up / bankruptcy orders, interim / final awards, committal, conviction, sentence.
Matter Correspondence
Pre-action and inter partes correspondence, without prejudice communications, correspondence with the court / tribunal, client / professional / regulatory correspondence.
Legal Authorities
Legal authorities relied upon by the parties.
Legal References
Primary / subsidiary legislation, binding / persuasive / foreign case law, practice directions, codes of conduct, secondary sources (texts, annotated works, academic works, as permitted by law).
Other
Search / arrest warrants, interview records, cautioned statements, charge sheets, indictments, disclosure / prosecution material, pre-trial forms, voir dire, records of proceedings, verdicts, mitigation, pre-sentence and victim statements.

Attaching documents to a query

The attachments row above the query box opens into two lanes: attach a file directly for one-off use, or open the Matter Library picker and tick the stored documents this analysis should read. The row counts what is selected, so you always know what the next request carries before you send it.

Hearing bundles

The Hearing bundle builder on the matter page assembles selected matter documents into one paginated, indexed, court-ready PDF with section dividers and bookmarks. Sections follow the library categories, and each section's picker offers the documents filed on the matching shelf. Word, Excel, and text documents are rendered from their extracted text and marked as such in the bundle. Generated bundles are kept on the matter, so a bundle can be regenerated as the papers grow.

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