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Projects overview in Libra showing organized workspaces As you work with Libra, you will accumulate chats, documents, and assistants. Projects provide a way to keep everything organized.
Libra mascot organizing
Projects help you keep your work organized. Each project acts as a separate workspace with its own chats, documents, and assistants. This makes it easy to switch between matters without mixing up information.

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How Projects Work

When you create a project, everything you do within it stays contained:
  • Chats are saved to the project where they were started
  • Documents you upload are stored in that project
  • Assistants can be project-specific or shared across projects
When you switch projects, your chat history and documents change to show only what belongs to the current project.

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Creating a Project

1

Open the project selector

Project selector in the sidebar
2

Create new project

Create new project button
3

Name your project and add a description

Give your project a name (e.g., “Acme Corp - M&A” or “Employment Law Research”). Optionally add a description to help identify the project later.
4

Share your project (optional)

Optionally share the project with your team, user groups, or individual colleagues.Share project with team members
Project sharing is available on the Teams plan.
5

Create the project

Create project dialog in Libra
Use clear, consistent naming conventions for your projects. This makes them easier to find later. For example: “[Client Name] - [Matter Description]“

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Sharing a Project

By default, projects are private. You can share a project with your entire team, specific user groups, or individual colleagues. Project card showing private status
1

Open the project menu

Click the three-dot menu (…) next to the project you want to share.Project context menu showing Edit, Share project, Archive, and Delete options
2

Click Share project

Select Share project to open the sharing options.
3

Add people or groups

Search for team members or user groups in the Share with field, set the permission level, and click Add. You can also set General access to share with everyone in your team.Sharing options with search field showing group autocomplete results

Team Management

Learn more about user groups, permission levels, and sharing options.

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Organizing with Projects

There are several ways to structure your projects:
ApproachBest For
One project per client or matterFirms with ongoing client relationships or complex matters
One project per topicResearch or knowledge management
Personal + shared projectsTeam collaboration with individual work
Choose the approach that matches how you work. You can always create additional projects as needed.

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Managing Project Access

To see who has access to a project or to change permissions, click Share project in the project menu. From the Who has access section you can change permission levels, remove individuals, or remove entire groups.
When you remove someone’s access to a project, they also lose access to all chats and documents within that project.

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Switching Between Projects

Use the project selector in the sidebar to switch between projects. Your chat history will update to show conversations from the selected project.
If you cannot find a chat, check that you are in the correct project. Chats are stored in the project where they were created.