Context and sources

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. Knowledge base documents are uploaded to a project ahead of time. Saga indexes every page so the AI can search across the whole collection and pull the right passages into its answer. This is the right choice when you’re working on a matter over time — the AI has persistent access to everything you’ve added, and you can ask hundreds of different questions without re-attaching anything. Attached files are added directly to a single conversation. Upload from your computer or pull one in from a knowledge base. You can also drag files, or a whole folder, onto the chat. When you drop a folder, Saga attaches the files in it and in its subfolders. You can attach up to 50 files to one message. If you add more, Saga attaches files until the message has 50 and tells you that some files were not attached. Attachments live with that chat only and are best for quick, one-off questions about a specific file. 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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How the AI finds the right passages

Whether you’re working from a knowledge base or a stack of attached files, the AI doesn’t see every document at once. When you ask a question, it searches across what’s available and pulls only the passages relevant to that specific question — that’s how it can work across hundreds of documents without overflowing its context window. Every document is guaranteed baseline coverage, so the AI always knows what’s available and can reference anything. If it can’t find the specific section you’re asking about, it will ask you for a key term or section heading to help locate the right content. You don’t need to re-upload or re-attach the file.

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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. Whether Saga may search the web on its own depends on the Search the Web and Research the Web in Depth rows in AI permissions. Click Permissions below the message input to change them.

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Legal research

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. Whether Saga may cite legal sources on its own depends on the Search Legal Sources row in AI permissions.

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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. Drafting is controlled by the Draft Documents row in AI permissions, which is set to Allow by default. With Allow, the AI decides whether the request calls for a document and generates one when appropriate. With Draft Documents off, the AI responds only in the chat and does not create documents or presentations.

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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.