Folders & overview
Organize contracts and meetings into folders, and open any folder’s Overview for a timeline of everything inside it.
The sidebar has two folder sections — Contracts and Meetings. Folders let you group related work (by client, project, or matter) so it’s easy to find. Each folder has an Overview page with a timeline, key documents, people, and open risks.
Creating a folder
From the sidebar, click the + next to Contracts or Meetings and type a name. The folder appears under that section. Click it to open its Overview.
Folder Overview
The overview page shows everything happening in a folder:
- Metrics — document count, meeting count, open risk count from playbook runs
- Timeline — every contract, meeting, AI edit, and playbook run in chronological order
- Documents — contracts and uploaded files in the folder
- Open risks — high/critical findings from playbook runs that haven’t been resolved
- Key people — people associated via meetings or contracts
- Companies — companies involved
- Recent assistant activity — chat sessions in the folder
- Next actions — suggested follow-ups inferred from your playbook findings and assistant suggestions
How items get filed into a folder
Items are tied to a folder when they’re created with that folder selected. When a folder is active in the sidebar, anything you create — a new contract, a recorded meeting, an uploaded file, a chat session — lands in it. You can switch the active folder from the sidebar at any time, or move a contract between folders from its card menu.
Folders vs Workspaces
Folders and Workspaces are different concepts:
- Workspace — your company’s identity. Contains business profile, default jurisdiction, payment terms, risk posture, standard clauses. You usually have one per legal entity.
- Folder — a way to group contracts or meetings within a workspace. You’ll have many folders within a single Workspace.
Switching the Workspace changes the “you” side of every contract you draft. Selecting a folder changes which group of work you’re currently focused on.
Tips
- Create a folder at the start of a project — before drafting the first contract or recording the first meeting. Everything will land in the right place from the beginning.
- Rename folders as work evolves. The internal ID stays the same; only the display name changes.
- Use a folder’s timeline to brief a colleague on its history without sending them ten Slack threads.