Projects

The Projects feature is a tool designed for organizing and managing your work.

What is a Project?

A project is a workspace created around a specific topic or client file. Within a project, you can:

• Chats: Start project-specific conversations
• Documents: Upload project-related documents
• Notes: Keep your working notes

Creating a Project

1. Go to the Projects section from the left menu
2. Click the New Project button
3. Enter the project name and description
4. Add relevant documents
5. Your project is ready!

Project Management

Project View

The project page displays all associated chats, documents, and notes in one place. This gives you easy access to all work related to a client file.

Adding Documents

To add documents to a project:

• Use the Add Document button on the project page
• Or link your existing archive documents to the project

In-Project Chat

When you start a chat within a project context, the AI considers all documents added to the project when responding.

Use Cases

• Case file tracking: Create a separate project for each case
• Client management: Client-based project organization
• Research project: Research on a specific legal topic
• Contract review: Manage the contract negotiation process