

Templates, Search, and Home are the only sidebar entries that survive a project switch. Everything below rebinds when you switch.
The two zones
| Zone | What lives here | When you use it |
|---|---|---|
| Global | Search, Home, Templates | Looking up anything across all of your work, or starting from scratch with a reusable template. |
| Project | Chat, Discovery, Review, Documents | Doing the actual work on a specific matter: the contracts, the questions, the documents, the analysis. |
Global tools
Three entries, always available, always the same regardless of which project you’re in.Home
The list of every project you have access to. Star, sort, filter, share, archive, or open one.
Search
Press Cmd+K from anywhere to find anything across every project.
Templates
Reusable Assistants, Workflows, and templates for Reviews and Discoveries. Once configured, available everywhere.
Project tools
Each project is a self-contained workspace. When you switch projects, the Chat history, the Documents panel, and the Reviews and Discoveries all change to show only the work that belongs to the project you’re now in.Chat
Where most of the work starts. Ask questions, attach documents, run Reviews and Discoveries, all from one place.
Documents
Every file in the project, plus the Reviews and Discoveries you’ve completed.
Discovery
Ask the same questions across many documents and get a comparable table.
Review
Check a contract against your firm’s standard positions and rules.
Switching projects
The project name appears just below the global section as a switcher.What this changes for you
If you’ve used Libra before:| Before | Now |
|---|---|
| You looked for “your starred Assistants” inside a specific project. | Starred Assistants live in Templates. They follow you across every project and every device. |
| You searched for an old chat in the project’s Chat history. | Press Cmd+K from anywhere. Search covers chats, documents, Reviews, Discoveries, and templates across all projects. |
| The “starting screen” was a blank chat. | The starting screen is Home, with every project you have access to in front of you. |

Anything you star, whether a template, Assistant, or Workflow, is stored against your account. Sign in on a colleague’s laptop and your stars come with you.
Next steps
Home
Make Home your starting point.
Templates
Build a library of reusable work.


