Quick Start
Welcome! In ~15 minutes you'll have a workspace and your first AI-assisted draft.
Note
If you haven't reviewed Prerequisites & Environment, do that first.
1) Create an organization
- Go to Settings → Organizations → New.
- Name it and set a default region.
- TODO: Replace with exact UI path if different.
2) Invite your team
- Admin → Users → Invite → choose roles.
- Roles: Admin, Attorney, Paralegal, Read-only.
- TODO: Confirm role names.
3) Connect storage
- Choose S3-compatible or Azure Blob.
- Enter bucket/container + credentials.
- TODO: Insert precise field names.
4) Add a project
- Projects → New → pick a template (e.g., "Litigation").
- Set retention and permissions.
5) Upload a document
- Drag and drop a PDF or DOCX.
- The system will extract, OCR, and index.
6) Generate your first draft
- Open the uploaded doc → AI Assist → Draft.
- Choose a drafting prompt (e.g., "Demand Letter").
- Review, edit, and save as a new version.