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Projects

Projects are containers for organizing related documents and conversations. Think of them as folders or workspaces for specific matters, clients, or topics.

Creating a Project​

  1. Click Projects in the sidebar
  2. Click Create Project (or the + button)
  3. Enter a project name
  4. Optionally add a description
  5. Click Create
tip

Use descriptive names that help you and your team identify the project's purpose at a glance.

Project Structure​

Each project contains:

  • Sources Panel - Documents uploaded to the project
  • Chat Panel - Conversations about the documents
  • Actions Panel - Available Skills and workflows

Opening a Project​

  1. Click Projects in the sidebar
  2. Click on the project you want to open
  3. The workspace view loads with all panels

Project Settings​

Access project settings by clicking the gear icon in the project header:

Rename Project​

  1. Click Settings > Rename
  2. Enter the new name
  3. Click Save

Project Description​

Add or update the project description to help team members understand its purpose.

Delete Project​

danger

Deleting a project permanently removes all documents and conversations within it. This action cannot be undone.

  1. Click Settings > Delete Project
  2. Type the project name to confirm
  3. Click Delete

Sharing Projects​

Projects are visible to all members of your organization by default. Contact your administrator if you need to restrict access to specific projects.

Best Practices​

Organize by Purpose​

Create separate projects for:

  • Different clients or matters
  • Distinct time periods or phases
  • Specific document types or topics

Use Clear Naming​

Good project names:

  • ✅ "Acme Corp - Q4 2024 Compliance Review"
  • ✅ "City of Springfield - Bond Issuance 2024"
  • ❌ "Documents"
  • ❌ "Stuff"

Regular Cleanup​

Periodically review your projects:

  • Archive completed projects
  • Delete outdated or unnecessary projects
  • Consolidate related smaller projects