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.
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
Creating a Project
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.
Share your project with team members
Optionally share the project with team members to collaborate together.
Project sharing is only available on Enterprise plans.
Removing Team Members
You can remove team members from a project at any time. When you remove a team member, they immediately lose access to the project’s documents and discoveries.Open the project menu
Remove the team member
Organizing with Projects
There are several ways to structure your projects:| Approach | Best For |
|---|---|
| One project per client or matter | Firms with ongoing client relationships or complex matters |
| One project per topic | Research or knowledge management |
| Personal + shared projects | Team collaboration with individual work |
Sharing Projects
By default, projects you create are private. You can share projects with colleagues to collaborate together.Team Management
Learn how to manage team members and share projects in your organization.
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.