First Steps

Now that you're set up, let's explore the interface and create your first project.

Tour of the UI

The main interface is organized into several key areas:

• Top Navigation: Quick access to projects, documents, and settings
• Left Sidebar: Project tree and document organization
• Main Content: Document viewer and editor
• Right Panel: AI assistant and metadata

Creating projects and folders

New Project

• Click + New Project in the sidebar
• Choose a template: Litigation, Corporate, Real Estate, etc.
• Set project name, description, and retention policy
• TODO: Add specific template options

Organizing with folders

• Right-click on a project → New Folder
• Create logical groupings: "Pleadings", "Discovery", "Correspondence"
• Use consistent naming conventions

Upload and tagging

Document upload

• Drag and drop files directly into folders
• Supported formats: PDF, DOCX, TXT, RTF
• Bulk upload multiple documents at once

Smart tagging

• AI automatically suggests tags based on content
• Add custom tags for your workflow
• Use tags to filter and search documents
• TODO: List available tag categories

Drafting and version control

Starting a draft

• Select a document → Create Draft
• Choose drafting mode: "New Document" or "Edit Existing"
• Select AI prompt or start with a blank slate

Version management

• Every save creates a new version
• Compare versions side-by-side
• Revert to previous versions if needed
• Add version notes for team context

Sharing and permissions

Team collaboration

• Share documents with specific team members
• Set permission levels: View, Comment, Edit
• Track who made what changes
• TODO: Detail permission matrix

External sharing

• Generate secure links for external parties
• Set expiration dates on shared links
• Require authentication for sensitive documents

What's next

• Document Intelligence - Learn advanced document processing
• Collaborative Drafting - Master team workflows
• Case Management - Organize your practice