> ## Documentation Index
> Fetch the complete documentation index at: https://vaquill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Matters & Workspaces

> Organize work by case, deal, or project

Matters are workspaces that keep documents, conversations, and research isolated by case, deal, or project.

<Frame caption="The Matters workspace with per-matter document counts and status">
  <img src="https://mintcdn.com/vaquill/NNZLwmIqu4MrnJz-/images/matters.png?fit=max&auto=format&n=NNZLwmIqu4MrnJz-&q=85&s=cf3813935f5ca59216aa360cec9aefec" alt="Clients and Matters view showing matter cards with Open and Active status, health, document counts, and client names" style={{ borderRadius: '0.5rem' }} width="2984" height="1348" data-path="images/matters.png" />
</Frame>

### Create a Matter

<Steps>
  <Step title="Open Matters">
    Navigate to Matters from the sidebar in your [dashboard](https://app.vaquill.ai).
  </Step>

  <Step title="Create">
    Click **New Matter** and name it. Optionally link it to a client.
  </Step>

  <Step title="Add documents">
    Upload documents into the Matter. All documents are searchable together.
  </Step>

  <Step title="Start a conversation">
    Conversations within a Matter have access to all its documents.
  </Step>
</Steps>

### Features

<CardGroup cols={2}>
  <Card title="Document isolation" icon="lock">
    Documents in one Matter are not visible to other Matters.
  </Card>

  <Card title="Client linking" icon="address-book">
    Associate Matters with a client record so you can see all work for that client in one place.
  </Card>

  <Card title="Conversation history" icon="comments">
    All conversations are preserved and searchable across the Matter.
  </Card>

  <Card title="Export" icon="file-export">
    Export contents including conversations and analysis results.
  </Card>
</CardGroup>

<Info>
  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.
</Info>

## 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

## Team Collaboration

Role-based access for team workspaces:

| Role       | Permissions                                       |
| ---------- | ------------------------------------------------- |
| **Owner**  | Full access, billing, team management             |
| **Admin**  | Manage members, create/delete Matters             |
| **Member** | Create conversations, upload documents, use tools |
| **Viewer** | Read-only access                                  |

### Sharing

Share conversations with team members or generate a public link. Shared conversations include the full thread with citations and tool outputs.

<Warning>
  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.
</Warning>

### Inline Threading

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

## Plan Limits

| Plan         | Matters   | Team Members | Storage |
| ------------ | --------- | ------------ | ------- |
| Free         | 1         | 1            | 50 MB   |
| Starter      | 5         | 3            | 500 MB  |
| Professional | 20        | 10           | 2 GB    |
| Business     | 100       | 50           | 10 GB   |
| Enterprise   | Unlimited | Unlimited    | Custom  |

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

## Related

<CardGroup cols={2}>
  <Card title="Client Management" icon="address-book" href="/docs/guides/client-management">
    Group Matters under client records and run firm-wide conflict checks.
  </Card>

  <Card title="Team Workspaces" icon="users" href="/docs/guides/team-workspaces">
    Roles, access controls, and shared resources for your firm.
  </Card>

  <Card title="File Formats" icon="file" href="/docs/guides/file-formats">
    See every format you can upload into a Matter.
  </Card>
</CardGroup>
