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Matters are workspaces that keep documents, conversations, and research isolated by case, deal, or project.
Clients and Matters view showing matter cards with Open and Active status, health, document counts, and client names

The Matters workspace with per-matter document counts and status

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Create a Matter

1

Open Matters

Navigate to Matters from the sidebar in your dashboard.
2

Create

Click New Matter and name it. Optionally link it to a client.
3

Add documents

Upload documents into the Matter. All documents are searchable together.
4

Start a conversation

Conversations within a Matter have access to all its documents.

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Features

Document isolation

Documents in one Matter are not visible to other Matters.

Client linking

Associate Matters with a client record so you can see all work for that client in one place.

Conversation history

All conversations are preserved and searchable across the Matter.

Export

Export contents including conversations and analysis results.
A Matter is the primary unit of isolation in Vaquill. Anything outside the Matter cannot see its documents, chats, or analysis unless it is explicitly shared.

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Client Management

Group Matters under Clients:
  • Create client profiles
  • Link multiple Matters to a single client
  • View all work for a client in one place

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Team Collaboration

Role-based access for team workspaces:

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Sharing

Share conversations with team members or generate a public link. Shared conversations include the full thread with citations and tool outputs.
Public share links expose the full conversation, including any cited document snippets and tool outputs. Only generate a public link when the underlying material is safe to share outside your organization.

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Inline Threading

Start sub-conversations within a main thread to keep discussions organized.

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Plan Limits

Deleting a Matter permanently removes its documents, chats, and analysis results. This action cannot be undone. Export anything you want to keep before deleting.

Client Management

Group Matters under client records and run firm-wide conflict checks.

Team Workspaces

Roles, access controls, and shared resources for your firm.

File Formats

See every format you can upload into a Matter.