Projects Homepage

Click on the 'Projects' icon in the left navigation bar. This first opens the Homepage of the currently active Project.

Each project has a dedicated homepage that brings together files, activity, workflows, and collaborators in one place.

This page acts as the central workspace for that matter.

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Project header

At the top of the page, you’ll see:

• Project name and owner

• Creation date and context

• Access to Settings and Members

From here, admins can manage collaborators and permissions. 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

Do add a new member to your Project:

1. On the Projects Homepage, click on the Members button in the top right.

2. In the pop-up pane, type in the name or email ID of the person you want to add.

3. Select the desired user from the dropdown search and set their permission.

4. Once all desired users have been selected and permissions modified, click on Add Selected Users in the top right.

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

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Files preview

At the center-top of the Homepage, a quick snapshot shows how many files and folders exist in the project, along with recent uploads. Clicking on the files preview opens the data room showing all files and folders within the Project.

All files uploaded within a project are automatically shared with all members based on their access level.

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Quick Access Tools

Depending on the type of project created, quick access tools are available for you to instantly switch into repetitive workflows. For instance, for Corporate or Due Diligence type Projects, the Quick Access tools will allow you to extract MCA Documents or start a Redline Analysis. For Litigation or Real Estates type Projects, the Homepage will let you instant jump into the Translation tool or prepare a List of Dates.

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Matter history

On the left of the screen, the Matter History section records all actions taken within the project by all users, including:

• Query processed

• Time stamp and user ID

• Tool or workflow used

This creates a clear audit trail of work done on the matter, visible to all project members. Clicking on any item in the Matter History opens the same in a new tab.

Matter History helps teams avoid duplication by showing what has already been analysed or reviewed. :::

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Workflows

To the right of the Homepage, the centralized intelligence section contains Workflows that surface commonly used workflows relevant to the project type. These allow any permitted user to quickly run tasks such as analysis, extraction, or summarisation, using the files already available in the project.

You can generate suggestions based on the exact files uploaded to the Project by clicking on the 'Generate Suggestions' button in the top right of this section.

All workflow outputs are saved back into the same project and remain accessible to the entire team.