Overview of Projects
Projects are shared, matter-centric workspaces built for legal teams. Instead of juggling scattered files, chat threads, and research notes, a Project keeps everything for a case or transaction in one secure, structured place. It gives your team a single source of truth, from the first document upload to the final draft, while keeping a complete history of what was done, by whom, and when.
What Projects allow you to do
Work together seamlessly: everyone on the team sees the same files, notes, tasks, and AI outputs.
Keep context: your research history, AI analyses, drafts, and changes are stored inside the Project, so nothing gets lost when you return later or bring new team members on board.
Centralize files: upload directly or import from Google Drive; the original folder structure is preserved and auto-organized.
Assign and track work: create tasks with owners, deadlines, and reminders, so follow-ups don’t get missed.
Audit and revisit: every upload, edit, or AI run is logged with time stamps, keeping your matter trail clear and defensible.
What a Project contains
Each Project opens into your Project homepage. The homepage contains key matter details such as parties, case type, forum, important deadlines, and a centralized intelligence with sugegsted workflows. Dedicated Activities areas — Analyze, Research, and Draft — let you run AI tools on just the materials you’ve included.
Most importatly, Projects offers a shared space for Notes & Tasks, plus a history panel that records every change and keeps your work auditable.
Team access is role-based, so you decide who can upload, edit, or only view.
Why Projects matter
Managing complex matters usually means scattered drives, lost context, and repeated work. Projects solve this by giving your team:
A single, reliable workspace where everything stays connected.
A clear record of actions and edits, helpful for accountability and internal review.
A structure that scales easily as matters grow or new collaborators join.
⚡ Availability Projects are available only on our top-tier Enterprise plans. If you don’t see the Projects option in your workspace and would like access, please contact support or reach out to our sales team.
Last updated
Was this helpful?