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A project is a self-contained workspace. Everything you do inside it, including chats, document uploads, Reviews, and Discoveries, stays scoped to that project. When you switch projects, the project section of the sidebar updates to show only that project’s work.
Libra mascot presenting
Project scope is a hard wall. An @-mention in Project A can’t reach Project B. Need a clause from another matter? Drag it into Documents here.

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What lives inside a project

TypeWhat it is
ChatsEvery conversation you start in the project.
DocumentsEvery uploaded file, plus completed Reviews and Discoveries.
ReviewsContract reviews using your Review templates.
DiscoveriesMulti-document data extractions.
These are the project-scoped sidebar entries. Templates, Search, and Home sit above the project; they’re global. See How Libra is organised.

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Creating a project

The + Create new button is always visible on the Home page.
1

Click Create new on the Home page

A dialog opens.New project dialog with name, client, practice area, and description
2

Fill in the basics

FieldWhat it’s for
NameA clear, findable name. “Acme Corp, M&A 2026” beats “Project 4”.
ClientOptional. The client this matter belongs to.
Practice areaOptional. Picked from a fixed list. Used for filtering on Home.
DescriptionOptional. A few sentences about what the project covers.
New project dialog with name, client, practice area, and description filled in
3

Set sharing

Pick who can see the project: just you, specific colleagues, a user group, a team, or your whole organisation. You can change this later. See Sharing & access.Sharing settings inside the new-project dialog
4

Click Create

Libra creates the project and opens it. The sidebar’s project section now reflects the new project.Home page with the newly created project visible in the project list
Use a consistent naming convention: “[Client], [Matter description]” makes projects findable in Search and on Home.

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Switching between projects

Three ways to switch.
Click the active project’s name just below the global section. A dropdown opens with all projects you have access to. Click one to switch.
Open Home in the global section, click any project card. Libra opens that project.
Press Cmd+K, type the project name, hit Enter. Search opens the project directly.

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Editing a project

You can edit the project name, client, practice area, description, and sharing without entering the project.
1

Open Home

Click Home in the global section.Home page with project cards visible
2

Find the project

Search, sort, or scroll.Home page with the search input filtering projects
3

Click the project menu (three-dot)

Pick Edit from the dropdown.Project card menu with Edit, Share, Archive, Delete
4

Change what you need to change

Save. The change applies immediately, including in any open chats inside the project.Project edit dialog with the existing details ready for changes

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Archiving and deleting

A finished matter doesn’t need to clutter your active list.
ActionWhat happensReversible?
ArchiveProject moves to the Archived tab on Home. Everything inside (chats, documents, Reviews, Discoveries) is preserved.Yes, restore from the Archived tab.
DeleteProject and everything inside it is removed permanently.No.
Delete is permanent. If you might want the work back later, whether to refer to it on a similar matter, to reuse a Review template, or to share with a colleague, archive it instead.

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Organising your project list

There’s no single right way. Common patterns:
PatternBest for
One project per client matterThe default. Most legal work fits here; each engagement gets a project.
One project per topicResearch-heavy practice. “GDPR research”, “German employment law tracker”.
Personal + shared mixA solo “drafts and notes” project alongside shared client matters.
Practice-area projectsUseful for partners overseeing a practice: one shared workspace per practice area, sub-divided by matter.
You can always change strategy mid-stream; Libra doesn’t care about how many projects you have.

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Next steps

Home

Manage every project from one place.

Sharing & access

Control who sees what.