Your first matter
This is the whole path once, end to end. Every step has a page of its own if you want the detail.
Record your bar number
If you are an attorney, open Your account and record your state bar number and the state that issued it. Approval authority is derived from that licence, not granted by a checkbox: without it you cannot be made lead on a matter and cannot approve AI output.
Open the matter
New case starts a four-step intake. Step 1 is the matter itself — internal number, case title, matter type, jurisdiction, court, phase. Nothing is checked yet, and the moment you continue it is saved as a draft only you can see.
Attach the parties
Step 2. Add the client first, then anyone else — opposing party, opposing counsel, insurer, witnesses. Each one runs a conflict check against every party on every matter the firm has ever opened, as the system rather than as you, so it sees matters you cannot.
If something matches, an attorney has to clear it in writing with a reason before the matter can leave draft.
Set the deadline and the lead
Step 3, and the two fields a live matter cannot exist without: the statute deadline, and a lead attorney. Only members with a bar number on file appear in the lead list.
Review and activate
Step 4 shows exactly what activating writes: the matter goes live with your id on it permanently as creator, the parties and their roles are kept, the conflict result and your reason are kept whether it came back clear or not, and the access rows are computed.
Two people can open it at this point — you, and the lead. Nobody else at the firm has an access row, so for them the matter does not exist.
File the documents
Open Documents → Upload. Files go straight to storage from your browser. Mark anything privileged or work product now, on the upload form, rather than after review — that tick is what keeps it out of the analysis.
Each document is read in the background. It appears in the list immediately; its text becomes searchable and quotable when the read finishes.
Let the analysis run
The first analysis starts as soon as a document has been read, or you can start one by hand from the Analysis tab. Watch it run if you want to see the stages land one by one.
When it finishes you have a case summary, a set of scores with an overall strength, evidence gaps, contradictions, recommended actions and a memo — every finding citing the document and page it came from.
Work the findings
Turn a recommended action into a task. Answer the duplicate matches waiting on a decision. Correct any chronology row the extractor got wrong. Record facts the documents do not contain. Each of those feeds the next run.
Release something to the client
Invite the client from the Client tab, then release a document from Documents. Only the lead attorney can release, one document at a time, and the client sees that document and nothing else on the matter.
Releasing is the one action in the product that reaches outside the firm. Revoking later stops future access; it cannot recall what has already been read.
What happens on its own after that
- A new document is read, and an analysis re-runs against the changed file.
- Developments appear under What changed, with the score movement they caused.
- Alerts are raised for the things that need attention, at the severity you chose.
- Deadlines inside 30 days and matters with no activity for 30 days surface on the dashboard under Needs attention.