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Documents & findings

Matters

New matter

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Select or create a matter to add documents.

Manage matter access

Owners and administrators can access all matters. Grant other staff access here. Reviewing also requires a legal role.

Staff memberMay edit documents

Office workflow

Download, edit in Word or Excel, then upload a new version. Earlier files and reviews stay linked to their original version.

Save as

Earlier files, quotations and reviews are retained when adding a version. The new version has its own analysis.

Add document

PDF, Word or Excel · maximum 20 MB. Text extraction runs locally.

Matter history

Uploads, analyses and human reviews for this matter.

Findings

AI proposals require human review. A source quotation establishes provenance, not legal correctness.

Staff

Create an account for your organisation. Share the password directly with the staff member; no email is sent. Then grant access to the relevant matter.

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Source document

Consent to AI analysis

The extracted text of this document will be sent to OpenAI. It may contain confidential data. Analysis may incur API charges.

Check that this complies with your organisation's and client's arrangements. Findings remain subject to review.

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