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. Click Generate with AI if you want Saga to draft it from the project name.
• Default assistant — the AI model or custom assistant that opens by default for new chats in this project
• Tags — labels that appear on the project card and in the project list filters
• Due date — an optional date shown on the card so upcoming work is easy to spot. Next to the due date, the card shows when the project was last updated, for example “Updated today”. The calendar icon changes when the project is due within the next seven days, and turns red when the due date has passed.
• 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. On the Projects page, use Sort and Filter to find a project by tag, due date, status, or people. Archived projects stay out of the default list until you include them in the filter.

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What’s inside a project

Every project has the Chat and Overview tabs. These two tabs show a lock icon, because you cannot remove them. A new project starts with only these two tabs. To add a tab, such as Grid Review, click + (Add new tab) next to the tabs and choose the tab. The tab opens at once. The tabs of a project are shared, so a tab that you add is there for everyone in the project. Members with Read-only access cannot add tabs. Each tab that you can remove has a … menu:

• Hide Tab hides the tab only for you. Other members still see it. To show it again, click + and choose the tab marked Hidden.
• Remove from This Project removes the tab for everyone in the project. Saga asks you to confirm first. Members with Read-only access do not see this option. If you add the tab again later, its content comes back.

Drag the tabs to put them in the order you prefer. Saga saves the order for you in that project, so it is the same after a reload and on your other devices. Other members keep their own order. The Overview tab shows recent project activity, such as uploads, chats, grid reviews, sharing changes, and similar events, in a newest-first feed. It also includes a read-only Project Info panel. You can filter the feed by category and open linked items when they are still available. 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. The Chat and Grid review 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, tags, due date, and custom instructions shape how the project appears and how the AI behaves. 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, tags, due date, 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. For other deletion actions, including workspace retention and contract end, see Data deletion.