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The AI’s answers are only as good as the context it has. Saga gives you several ways to control what information the AI can access — from a project’s full document library to a single file you attach in the moment — and you can combine them in one conversation.

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Knowledge base vs. attached files

There are two ways to give the AI access to documents, and they work differently. Knowledge base documents are uploaded to a project and processed in advance. Saga reads and indexes every page so the AI can search across your entire collection and pull out the most relevant passages — even from hundreds of documents. This is the right choice when you’re working on a matter over time and want the AI to have deep, persistent access to a body of material. Attached files are added directly to a single conversation. You can upload a file from your computer or pull one in from any knowledge base available to you. The AI reads the full contents of the attachment as part of that message. This is better for quick, one-off questions — when you want to hand the AI a specific document and ask something about it without setting up a project. In practice: if you’ll ask multiple questions about a set of documents over days or weeks, upload them to a project’s knowledge base. If you just need a fast answer about one file, attach it in chat.

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Organizational sources

Organizational sources are firm-wide knowledge bases managed by your admin — things like standard clause libraries, internal guidelines, or regulatory handbooks. When they’re available, a toggle appears in the chat toolbar. Enable the ones you want and the AI draws on them alongside your other context. If you don’t see the organizational sources toggle, your organization hasn’t set any up yet. Ask your admin to create one from the admin panel.

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Web search and URLs

You can also bring in information from outside your organization. Enable web search from the toolbar and the AI searches the internet as part of its response. Only the message you send with web search enabled is exposed to external search engines — the rest of your conversation, your project documents, and any other files in the chat are not shared. Turn web search off for the next message and that message stays entirely within Saga. For a specific webpage, paste the URL directly into the chat. Saga extracts the page content automatically, and the AI can reference it with citations linking back to the source. Enable legal research databases from the toolbar before sending your message. The AI searches the selected databases as part of generating its response and includes the results with citations. A timeline shows the search progress, queries used, and results found for each database. See Legal research for more on available databases and search options.

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Drafting

When drafting is enabled, the AI can produce standalone documents as part of its response — a memo, a summary, a contract clause, or any other written output. These appear as downloadable files you can open in the side panel or export as Word documents. Toggle drafting on or off from the toolbar. When it’s off, the AI responds only in the chat. When it’s on, the AI decides whether the request calls for a document and generates one when appropriate.

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Additional AI instructions

If there’s something you always want the AI to keep in mind — a preferred language, a jurisdiction focus, a formatting convention — you can set it once and forget about it. Go to Settings > Personalization and add your instructions under AI instructions. They apply to every conversation you start, so you don’t need to repeat yourself.