Overview

A project is your workspace for a case, transaction, or any body of work. It keeps everything in one place — the documents you’re working with, the AI conversations you’ve had, and the structured reviews you’ve run. When you ask the AI a question inside a project, it draws on that project’s documents automatically.

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Create a project

Click Projects in the sidebar, then click New project. Give it a name that identifies the matter — a case name, client reference, or deal name works well. You can also configure a few optional settings upfront:

• Description — a short note shown on the project card, useful when you have many projects
• Default assistant — the AI model or custom assistant that opens by default for new chats in this project
• Custom instructions — standing context that applies to every AI interaction in the project, such as “This matter relates to Dutch employment law” or “Always respond in Norwegian”

You can change any of these later from the project’s settings menu.

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What’s inside a project

Every project has two tabs: Chat and Grid review. The Chat tab is where you have AI conversations scoped to the project. You can open the knowledge base panel at any time by clicking Show knowledge base, so you can manage files and ask questions in the same view. The Grid review tab is where you run structured document reviews. Define a set of questions, select the documents, and the AI analyzes each one against your questions in a table format. Both tabs draw on the same knowledge base, so any document you upload is available across chat and grid review.

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Customize your project

The description, default assistant, and custom instructions shape how the AI behaves in a project. You can set them when you create the project or add them later (see Edit a project). Custom instructions make the biggest difference. They are standing context that applies to every AI interaction in the project, so you don’t have to repeat the same background in each new chat. Good instructions state facts about the matter and preferences for the output:

• Jurisdiction and area of law, such as “This matter relates to Dutch employment law”
• Language and style, such as “Always respond in Norwegian” or “Keep answers brief”
• Background the AI should know, such as the parties, key dates, or defined terms

Instructions apply only within the project. Keep them factual and specific: the more precisely they describe the matter, the more relevant every answer becomes.

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Edit a project

Open the project, click the … menu in the header, and select Edit project. You can update the name, description, default assistant, and custom instructions at any time.

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Delete a project

Open the … menu and select Delete project. Deletion is permanent — it removes all documents, chats, and grid reviews in the project. If the project is shared, collaborators lose access immediately.