Everything you add, sorted and read.
Upload the file, record the interview, or write a note. Mona works out what each one is, whose it is, and what it says, and keeps the source of every fact.
Drop in the case file. Mona sorts it.
There are no folders to set up, and you can keep working while Mona reads.
- Matched and identified
- Mona matches each PDF to a party, works out its type, and files it under a category such as Banking & Cash, Tax & Income, or Property.
- Bundles split
- When one PDF holds several documents, Mona proposes where each starts and what each is. You adjust the split and apply it.
- Problems raised
- Whatever a document needs is listed in one place, grouped by problem: a file it couldn't read, a type it's unsure of, transactions that don't balance, a likely duplicate.
What your client tells you, word for word.
Mona reads what your client told you only after you confirm it.
- Interviews
- Record in your browser or upload a recording. Mona transcribes it, summarizes it, and links each fact to the line of the transcript it rests on.
- Questionnaires
- Fill one in yourself, upload a filled form, even a handwritten one, or send your client a private link. Your firm's own form works too.
- Notes
- Write anything you want Mona to know, in your own words. Mona cites a note one paragraph at a time.
Sworn statements, read line by line.
Each party's filings stay together as a series, from the first statement to the last amendment.
- Confirmed first
- You confirm what the document is, whose it is, and which form it's on. Mona doesn't start reading before you do.
- Attachments split off
- A filed statement often arrives stapled to tax returns, W-2s, or a retainer. Mona proposes splitting them off, and reads each as a document of its own.
- Amendments in series
- An amended statement gets its own card, and the original stays as it was. Mona connects each line to the financial item it describes across the party's filings.
Use cases
How you'd use sources.
The client hands over a stack of PDFs.
- Your move
- Drop them into Documents.
- Mona provides
- Each one matched to a party, identified, and filed, with no folders to set up.
One PDF holds a tax return, W-2s, and a retainer.
- Your move
- Review the split Mona proposes.
- Mona provides
- Each part as its own document, read on its own.
A first interview runs ninety minutes.
- Your move
- Record it in your browser, with everyone's consent.
- Mona provides
- A transcript and summary, with each fact linked to the line it rests on.
The client needs to answer the questionnaire at home.
- Your move
- Create a private link and send it.
- Mona provides
- The client's answers, back for your review.
Your firm already has its own intake form.
- Your move
- Give Mona a blank copy.
- Mona provides
- A questionnaire every case in the firm can use.
You learn something on a call that no document shows.
- Your move
- Write a note and confirm it.
- Mona provides
- A source Mona can read and cite by paragraph.