Create or Load a Case
Each case gets its own folder in ~/SOFSuiteData/cases/ with persistent context, checklist, and documents.
— or load existing —
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📋 SOF Intake
Upload the client's SOF breakdown chart and/or paste their emails. Sonnet will parse the fund sources, then you MUST review and confirm before proceeding.
📄 Document Checklist
📁 Upload Documents
Upload client documents (individual files or ZIP). Password-protected PDFs will be flagged automatically before any AI processing.
❓ Pre-Draft Client Questions
These questions are generated from the confirmed fund sources. Review, edit, and send to the client before drafting the declaration.
📝 Declaration Drafting
Choose a path: have Opus draft from scratch using your documents and case data, or upload your existing draft for verification.
Path A: Opus Drafts from Scratch
Opus analyzes all uploaded documents + CaseContext and generates each declaration section. Uses [PENDING] for missing data.
Path B: Upload Your Draft
Upload your existing declaration draft. Opus will parse and verify every financial claim against your documents.
🔍 Verification Dashboard
Opus verifies every financial claim in the declaration against your uploaded documents. Every dollar traced to the penny.
📦 Final Deliverables & Binder Assembly
Generate all deliverables from the approved declaration. The attorney letter, exhibit list, and joint assets declaration are cross-referenced and consistent.
⚙️ Exhibit Configuration
Generate Deliverables
📦 Binder Assembly
Auto-populate exhibits from match results, generate cover pages, and assemble a single PDF with Table of Contents.