Projects
Keep a matter's documents, conversations, and reviews in one place.
Use one project to organize a client matter or another piece of work. It brings together the team's documents, conversations, and tabular reviews.
Create a project
- Open Projects and select New project.
- Enter a Project name, choose its visibility, then select Next.
- Review People and their access, then continue with Next or Skip as offered.
- In Add Documents, select existing files or use Upload to add files from your computer.
- Select Create project and wait for creation and upload to finish.
Use a name that identifies the matter. Add or change project details later through the project's menu.
Work inside the project
| Tab | Use it to |
|---|---|
| Documents | Upload and organize matter files and folders. |
| Chats | Create a conversation or reopen a saved one. |
| Tabular Reviews | Create or reopen a comparison of the matter's documents. |
For a new project chat, open Chats → Create chat. Attach the relevant file through + → Saved Documents, select Confirm, and ask your question. A project groups related work; explicitly identify the documents you want the assistant to use.
Open the project through IDE to read and edit documents beside a conversation.
Share with your team
- Open the project and select Access (the people button).
- Review its visibility and the people who can access it.
- Set the available roles for the colleagues who need the matter, then check the saved access list.
Viewer allows reading. Editor allows changes and new work. Owner includes managing access and deletion. If you cannot change access, ask the project's owner.
Within your organization, Public makes the project available to its members; it does not publish it on the internet. Private limits it to the people allowed on the project. Check this when creating a matter or adding sensitive files.
Project memory
When available, open Memory from the project menu to inspect the reference notes used in later conversations. Keep recurring matter facts here, such as the client's role or agreed terminology. Users with edit access can update the notes.
Project memory is shared with everyone who can view the project. Check it for outdated facts when the matter changes.
Maintain the project
Use the project menu to edit its details when permitted. Organize documents into folders so the team can find them. Before deleting a project, read the confirmation and keep any files you still need; deletion affects the project's contents.