More About Quinjo
Quinjo CaseMaker™ is organised into a series of sections which broadly reflect the steps and stages through which litigation can proceed.
A number of libraries are provisioned that may be used on the one hand to separate different classes of documents and on the other to provide functional areas for the output from Quinjo. Such output includes Witness Statements, Disclosure Lists, Chronologies, Hearing Bundles and much more.
The Quinjo CaseMaker™ Libraries
Quinjo is organised into a series of libraries that are accessed form the primary Windows® ribbon tabs. Each library represents a distinct operational area and are described below.
This library is used to store Pre-Action documents, Claim Forms, Statements of Case and all Applications and Court Orders arising in the course of litigating a Case. Integrated word processing can be used to generate new documents; documents may also be imported from .doc, .docx, .rtf and .pdf files.
A separate library is provided for use in storing interparty and other relevant correspondence for the Case.
This library facility, which also includes optional integrated word processing, may prove helpful to barristers acting in a public access role and one-person law practices.
Case Evidence documents are stored in their own library using a folder structure that is convenient for the type of case. All documents in libraries, whether imported or authored, are identified by document type, date and title. Additionally, originator, recipient and comments may be included.
Witness Statements authored in Quinjo include a unique facility to embed document or page-within-document hyperlinks to adduced evidence. Clicking on a hyperlink displays the document or page-within-document referred to. On completion of the Statement process, the Witness Statement is engrossed with the referenced Exhibits.
Quinjo allows categorised tagging of document pages by any displayed date or by reference to date. Tags can then be selected for inclusion in a specified Chronology. Each Tag can be annotated to include a title and additional comments. Multiple Chronologies can be assembled and printed in incremental versions over time.
One or more classes of Disclosure List may be created by adding selected library documents to a nominated List. Publication of a List allows for the disclosure of fresh additions only, or all entries. Another option caters for the inclusion or exclusion of privileged documents. Quinjo will then produce the output in .pdf format.
Scott Allegations in pleadings can be identified by Allegation Tags placed within page text. Incidents are identified by Incident Tags placed on selected Evidence text. Scott Schedules are specified by the selection of Allegation Tags. Quinjo outputs a rich text document for editing and return.
Quinjo maintains and produces bundles by Court Hearing. Each contains a number of sections – for the Case Bundle itself in sub-sections, an Authorities Bundle, and related Case Summaries, Skeletons and Submissions. Chronologies and Scott Schedules are cross-referenced to the Hearing Bundle.
A Case Authorities library can be built to contain all Authorities referenced in the lifetime of a Case. These Authorities may be imported in .pdf and rich text formats. Where Authorities have been cited in a Case document, the Authorities Bundle is built automatically alongside the final Hearing Bundle.
Case Summaries, Submissions and Skeletons
These documents can be authored in Quinjo, using document and page tags to cross-reference to items in the Hearing and Authorities Bundles. Cross References are re-built dynamically, reflecting changes made to pagination prior to final publication.
Advocates may use Quinjo Word Processing to build Cross-Examination Scripts to be used at Court. Scripts can embed cross-links to the Hearing Bundle; these are re-built dynamically whenever changes are made to the Bundle, reflecting any page renumbering prior to final publication.
For completeness, Quinjo CaseMaker™ provides a Reference library section. This is intended for internal use to store reference material pertinent to the Case. For example, this may be for specific Court requirements in specialist areas, or for learned papers on subjects of interest relating to the Case.
Importing Documents into Quinjo Cases
A variety of text documents can be directly imported into the Quinjo Libraries. PDF files, which may contain one or more documents, are textualized prior to collation into documents and insertion into a library.
Importing Text Documents
Quinjo allows Users to import a variety of text document types into the libraries. Supported document formats include Rich Text (.rtf), Windows Binaries (.doc), Open Source Document (.docx), Hypertext (.html) and finally plain text. The documents are converted to comply with Quinjo’s page storage format that includes text vectors for enabling Full Text Search and the application of Quinjo Tags.
Importing PDF Files
Imported Portable Document Format files (PDFs) may be either single documents or batches of multiple documents. In the latter case, the PDF pages are displayed as thumbnails where they can be extracted, collated and identified as documents. Cloud-based AI is used to textualize each page, resulting in the Quinjo format for Searching and adding Tags. For sole imported documents, textualization happens during import; multiples are encrypted and passed to the Quinjo servers for offline processing.
Quinjo extracts and saves document text with its coordinates on the page. When Full Text Searches are made, Quinjo first identifies the key words involved and directs the user to relevant document pages. Secondly, the User can select a body of text to be stored with a Tag for use later, such as in the make-up of a Scott Schedule. Text can also be copied to the clipboard and pasted into a document that is being edited in the Quinjo word processor or elsewhere. Differing textualization processes are available dependant on the required accuracy.
Tagging Documents in a Quinjo Case
Quinjo provides a set of Tags for use in identifying and categorising Evidence and other matters relevant to a Case.
Issues identified in a Case have two tiers of classification, either ‘for’ or ‘against’, and each can be rated in importance. Those issues in favour of the case are treated as Positive Issue Tags. Relevant text can be selected and turned into a visible Tag. A popup form allows for date, description and comments.
Case Evidence may also contain references to matters which go against the Client’s Case. A Negative Issue Tag will often reference the same issue as a Positive Issue Tag, but they are differentiated in Quinjo. Properties and rating, in the form of numeric scores, can be added to each Issue Tag.
Chronologies may be built for a variety of reasons, and document pages may contain a relevant date which is not necessarily the document date. Chronology Tags can be added anywhere on a page, and a title, date and comments can be added. These will appear in the Chronology when it is produced.
There may be varied reasons for tagging texts. For example, there may be several points which augment a specific issue, or one piece of evidence may conflict with another elsewhere. Data Cluster Tags may be added to pages, which will group documents for the evidential issue in question.
Scott Schedules are commonplace in certain classes of litigation, e.g. in relation to building defects, or courses of conduct in harassment. Allegation Tags can be added to Statements of Claim, and linked Incidents Tags added to Evidence documents. Tag text appears in the generated Schedule.
Simple General Usage Tags may be added to document pages in any of the Quinjo libraries. Classification of these Tags is fully supported, permitting a versatile method of associating pages and documents for a particular purpose. The Tags Viewer provides sorting and date sequencing of tagged pages.
Adding Quinjo Tags
A Quinjo Tag may be added to any visible page of a Quinjo library document. This does however exclude any Rich Text document which is in process of being edited; once it has been finalised then it can have Tags applied.
Quinjo Tags are added by first selecting a Tag Type from the button bar above the displayed page. A rectangle may then be drawn around the selected area of text. A popup form is displayed according to Tag Type. Users check the chosen Tag Category and change or add to the optional properties such as date, title, reference and comments.
Creating a Witness Statement with Exhibits
Quinjo’s internal word processor is equipped to handle drag-drop of documents or pages onto a source document, thereby creating hyperlinks into Quinjo’s Libraries that enable exhibits to be viewed whilst still editing.
Step 1 - Header Profiles and Exhibits
Prior to creating any Witness Statement, Users may create Statement and Exhibit Header Profiles that can then be added on creation to new documents and Exhibits.
Documents to be exhibited are first selected from the Quinjo document libraries or perhaps chosen from Searches or Tag views. The document or page is added to a list of Witness Exhibits for later reference in the Witness Statement.
Step 2 - Adding Exhibit Links
Whilst editing a Witness Statement in the Quinjo word processor, after positioning the caret at the required point of insertion, an Exhibit document, or page in the document, can be selected and dragged and dropped onto the Witness Statement page in the word processor. This results in a hyperlink being created that, when clicked, will display the relevant Exhibit document or page in the document viewer.
Step 3 - Sharing Interim Versions
On request by the User, Quinjo will create a versioned copy of the Witness Statement, which in a multi-user case can be viewed by others after synchronising through the shared Case Server.
At this point, others may take over the Statement editing if required, or simply produce suggested changes for the original author.
Step 4 - Publishing and Adding to Hearing Bundles
Once a Witness Statement is approved for publication, Quinjo assembles the Exhibits, adding Exhibit Headers, and produces an Exhibits List which is inserted behind the Statement. The whole document is then transformed into Quinjo display format for viewing, tagging and exporting to pdf.
At later stages, where the Witness Statement is included in a Hearing Bundle, the Exhibits are separated from the Statement and, in accordance with Chancery requirements, a cross-reference list is built showing the latest Bundle page number against the Exhibit. The list then replaces the original.
Creating Chronologies, Scott Schedules and Disclosure Lists
Quinjo provides easy ways to create Chronologies and Scott Schedules, and to pull together documents for inclusion in Disclosure Lists.
Chronologies are often required to serve different purposes within a Case, for instance to provide the Court with a quick overview of the progress to date. Another example, which might be relevant in an accident claim, would be medical assessments of injury and treatments provided over a specified time period.
Quinjo provides for any number of Chronologies and involves no more than selecting from Chronology Tags to add to a defined Chronology. Multiple Tags can be selected from entries in the Chronology Tag lists, or entire Tag Categories can be included, both types being added by using a context menu.
A Chronology can be published in incremental versions, each version containing the latest list, with included comments.
Multiple Scott Schedules
Scott Schedules are built in a similar fashion to Chronologies. Once again, the process involves little more than selecting Scott Allegations that are to be included in the Schedule, and within each Scott Allegation, the individual Incident Tags that are to be selected.
Quinjo may then be instructed to create a full Scott Schedule which is output into a pre-formatted Rich Text File. Embedded in the text are unique references back to the Quinjo Tags making up the Schedule.
Upon return from the Defendant party, the Scott Schedule document may be re-imported into Quinjo where it is translated and made ready for inclusion in a Hearing Bundle.
Multiple Disclosure Lists
Quinjo supports multiple Disclosure Lists. At creation, each List may be categorised to allow processing of privileged documents, either for disclosure by List only, or for full disclosure.
Assembly of a specific List is initialised by first creating and then selecting the target Disclosure List. Documents may then be selected from the Quinjo libraries.
Further documents may subsequently be added to the List, the latter being capable of re-publishing time and time again. On each re-publication, the User may choose to include all documents or just those which have not previously been disclosed in that List.
Creating Hearing Bundles
Once a Quinjo User is familiar with making Disclosure Lists, then the task of creating and populating Hearing Bundles is little more than an extension of previously used methods.
The Bundle Schematic
Quinjo Hearing Bundles are created in the following parts:
- A Preface, normally containing an editable Case Summary document
- The Bundle itself, containing a Document Index (including reference to Appendices) and the Bundle “proper” consisting of one or more Categories or Sections determined by the User
- Bundle Appendices which include, for instance, Chronologies and Scott Schedules
- An Authorities Bundle
- Skeletons and Submissions
- Cross Examination Scripts
Populating the Bundle
Populating a Hearing Bundle is approached in clear stages, beginning with the specification of Sections in the Bundle – for instance the Claim, Statements of Case, Applications and Orders, Witness Statements and finally Evidence.
Most Courts nowadays require a Hearing Bundle to be paginated throughout. Quinjo uses dynamic page numbering, only fixed when the Bundle Index is agreed and any last-minute additions made. When added, Witness Statements are separated from their Exhibits, and cross-reference Lists are created for Evidential pages.
Chronologies and Scott Schedules, added as Appendices, obtain their page referencing from the dynamic Bundle Page Index.
Skeletons, Submissions and Scripts
Well before a Bundle is finalised, the process of building such documents can commence. Since they are very likely to reference Case Authorities, Quinjo makes provision not just for a library of Case Authorities, but also for the inclusion of an Authorities Bundle as part of the overall Hearing Bundle. Authorities can be Tagged for cross-referencing, as can Court Documents and Evidence.
The process of cross-referencing is almost identical to the Quinjo process of adding Exhibits to Witness Statements, in that these documents are created in the Quinjo Word Processor and then links are created for pertinent documents or pages.
Final Hearing Bundle Assembly
Quinjo assembles the final Hearing Bundle for publication without further need for manual intervention. Depending on the number of pages involved, this process will run in a matter of minutes rather than hours. A PDF file containing the published aspects of the Bundle is produced.
That, however, is only part of the story. The Hearing Bundle is considered a “live object” in Quinjo, containing cross references to and from every document in the Quinjo Libraries. At any time, present or future, a User can view Quinjo with documents and pages carrying their respective Bundle pagination.
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