Creating Projects

To navigate to the Projects Drawer, click on the 'Projects' icon in the left navigation bar. This first opens the Homepage of the currently active Project. You can now click on the 'Go back to Projects' button in the top-left of the Homepage to navigate to the Projects Drawer.

---

Projects Drawer

This page shows a list of all projects you have access to. For each project, you can quickly see:

• Project name and owner

• Date of creation

• Practice-area or type tags

You can search projects by name, owner, or tags using the search bar.

The currently selected / active project is always at the top. You can click Switch to Project to make any project your active workspace.

Your active project determines where files are uploaded and where all workflows, chats, and outputs are saved.

---

To Create a New Project:

From the Projects Drawer, click Create New Project.

When creating a project, you can:

• Give it a clear, identifiable name

• Add context that will be shared with other users for reference.

• Add practice-area tags (for example, Litigation, Taxation, Due Diligence)

• Add collaborators to the Projects

Once created, the project appears in your project list and is immediately available for use.

---

Collaboration and access control

Projects are designed for team collaboration. You can add multiple users to a project and control their level of access.

Users can be added with different permissions:

• Admin – full control, including managing members and project settings

• Write – can upload and delete files, execute and remove outputs across tools

• View – read-only access to files and outputs

All members of a project see the same files, workflows, and matter history, ensuring everyone works from a single source of truth.