Workspace
Lawyer-first navigation
Reach daily legal work in one selection while keeping configuration out of the way
The workspace navigation follows legal tasks rather than product features. It keeps frequently used work at the top and administration at the bottom.
Primary destinations#
| Destination | What you do there |
|---|---|
| Home | Review overdue work, upcoming deadlines, approvals, recent matters, and alerts |
| Assistant | Run legal research, return to chat history, and work with cited answers |
| Matters | Open and manage every legal engagement, dispute, transaction, or advisory request |
| Tasks & deadlines | See My work, Team work, Calendar, and Milestones in one hub |
| Documents | Find documents, Drive files, drafts, review tables, and create a legal document |
| Clients or Business | Use the client hub appropriate to a law firm, personal practice, or legal department |
| Knowledge | Reuse library content, precedents, playbooks, clauses, and templates |
Global actions#
Use New to create a matter, task, research thread, document, client, or request when your permissions allow it. Workspace search finds permitted structured records and document content. Ask 8rney opens from any page and attaches the current workspace, matter, document, client, or work item only when you are authorised to use that context.
Up to eight pinned or recent matters, documents, and Assistant chats appear below the primary navigation. A resource enters recents only after it loads successfully; inaccessible and deleted resources disappear automatically.
Matter navigation#
A matter uses six clear destinations: Overview, Documents, Tasks, Research, Drafts, and More. Overview brings the next deadlines, assigned work, key documents, recent activity, and participants together. More holds matter-specific tools and settings.
Manage stays out of the work#
Manage appears at the bottom only when you can access at least one administration section. Deadline rules, organisation templates, people, identity, policies, integrations, and billing live there instead of competing with legal work.
On mobile, Home, Matters, Tasks, and Assistant stay in the bottom bar. Search and Ask 8rney stay in the header; More contains Documents, the client hub, Knowledge, and permitted management sections.