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The document library, labelled Vault in the sidebar, is where every file you upload lives. Each document is tagged by type, searchable, filterable by matter, and organized into folders. Select one or many and run bulk actions: chat, tag, move, copy, preview, or delete. It is the workspace that ties uploads to the matters they belong to.
Screenshot of the document library showing uploaded files

The Upload Documents window: drag-and-drop, Google Drive, and upload by email

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The library

Documents appear as cards (or as a list, your choice via the Cards / list toggle). Each card shows the file name and a type tag so you can scan a folder at a glance. Per-card actions let you Preview a file or jump straight into Chat with it. Upload new files from the top of the page; they land in the library and are ready to tag, file, and search.

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Tagging

Every document carries a type tag that classifies it:

CONTRACT

Agreements, NDAs, MSAs, leases, and other executed or draft contracts.

JUDGMENT

Court opinions, orders, and judgments.

ARTICLE

Articles, memos, and reference material.

OTHER

Anything that does not fit the above.
Tags are not fixed at upload. Select one or more documents and use Add Tags to classify them yourself, so you can keep a mixed folder organized by type.

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Filter by matter

Use the matter filter to scope the library to a single matter (for example, Matter: Priyansh vs Experiment). The header shows the active filter and a count of matching documents, and Clear all drops the filter to see everything again. Combine the filter with the search box to find a specific file inside a busy matter.

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Folders

Folders give you a second axis of organization alongside matters. File documents into folders to group them however your practice works (by client, by deal stage, by document type) and switch folders from the sidebar. A document can live in a folder and still belong to a matter, so the two systems stack rather than compete.

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Bulk actions

Select multiple documents (or use Select All) to act on them at once. The bulk-action bar exposes:

Chat

Open a conversation grounded in every selected document.

Add Tags

Apply a type tag to the whole selection.

Move to Matter

Reassign the selection to a different matter.

Move to Folder

File the selection into a folder.

Copy to Matter

Place a copy in another matter without removing the original.

Preview

Open the selected file to read it inline.

Delete

Remove the selection from the library.

Clear

Drop the current selection and exit bulk mode.

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Chat with documents

Chat turns any selection into a sourced conversation. Pick one document for a focused read, or several to ask across a set, then ask questions in plain language and get answers cited back to the source. Single-document chat is the fast way to interrogate one file; multi-document chat is the way to ask one question across a folder.
Chatting across a tightly scoped selection (say, the five contracts in one matter) gives sharper answers than chatting across the whole library. Filter and select first, then chat.

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Preview

Preview opens a document in place so you can read it without leaving the library or downloading it. Use it to confirm you have the right file before you tag it, move it, or pull it into a chat.

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Moving and copying to matters

Documents and matters are linked but not locked together:
1

Select the documents

Tick the cards you want to act on, or use Select All.
2

Move or copy

Use Move to Matter to reassign the files, or Copy to Matter to leave the originals in place and drop a copy elsewhere.
3

Confirm in the new matter

The files appear under the target matter, ready for review, chat, or a workflow run.
Move relocates a document, Copy duplicates it. Use Copy when the same file is relevant to two matters and you do not want a change in one to affect the other.

Document Search

Ask questions across your documents and get cited answers.

Matters & Workspaces

Organize documents, chats, and drafts around a single matter.

File formats

Full list of supported upload formats and OCR behavior.