Andri
Getting started

Viewing Your Cases

The cases dashboard shows all your legal cases in one place. Each case is a workspace where you organize documents, research, and drafting for a specific legal matter.

Accessing Your Cases

Navigate to the cases dashboard from the top navigation menu by clicking "Latest Cases" or "Home."

Cases dashboard showing the list of all cases

Finding Cases

Use the search bar to find cases by name, or change the sort order using the dropdown menu (default is "Newest first").

Search bar and sort controls on the cases dashboard

Creating a New Case

Click the yellow "New Case" button in the top right to create a new case workspace.

New Case button highlighted in the cases dashboard

Free trial accounts are limited to one case. Upgrade to create additional cases for different legal matters.

Opening a Case

Click any case card to open that case workspace. Inside, you'll see the case knowledge base where you can upload documents, search files, and start your legal research.

Sample case card in the cases list
Inside a case showing the case knowledge base and document controls

Once you've opened a case, you can:

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