AI Attorney Product Guide

How to work solo, as a team, or as an organization

A practical guide to choosing the correct portal, and to actually using workspaces, Tasks, Research Projects, and sharing day to day — whether it's just you, your firm, or your whole organization.

Portal access

User work and organization administration are separate

An organization member is still an AI Attorney user with their own personal workspace. Joining an organization adds its shared workspace on top of that — it never replaces your personal workspace, and it doesn't move your everyday legal work into the admin portal.

Individual

AI Attorney user portal

Register directly, sign in to the user application, and work in your personal workspace.

Create an account

Organization member

AI Attorney user portal

Accept the organization invitation and sign in with that user account. You'll have your own personal workspace plus the organization's workspace, and can switch between them.

User sign in

Organization Admin

Organization admin portal

Use the separately issued admin portal for organization user, plan, usage, and administrative controls available to your role.

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* Organization admin access details are provided during organization onboarding.

Your workspace

Your personal workspace, plus an organization workspace if you have one

Every user always has a personal workspace of their own. Organization membership adds a separate, shared workspace on top of it — the two never merge, and joining an organization never takes your personal workspace away.

Working solo

You're the Owner of your own personal workspace from the moment you sign up. Everything stays private by default — there's nothing else to set up.

  • Private by default until you choose to share something
  • Upgrade your plan any time to add people

Running a team or firm

That same personal workspace can grow into a team. A plan with invite seats lets you bring people into it as a Member or Viewer.

  • You invite; they accept and start working inside your workspace
  • Member can create and edit shared work; Viewer can only read it

Running an organization

An organization's Admin runs things org-wide from a separate Admin Portal — members, workspaces, usage — and is this workspace's Owner here in the user portal.

  • Invited Members and Viewers keep their own personal workspace too
  • Everyone signs in through the same user portal

Your personal workspace

Owner (you)invites, within plan limitMember or Viewer

An organization's workspace

AdmininvitesMember or Viewer

These are two different workspaces, not two versions of the same one. An invited organization Member or Viewer keeps their own personal workspace exactly as shown on the left, in addition to their role in the organization's workspace on the right.

Your access is checked every time, not just hidden behind a menu

Every action — opening a document, inviting someone, changing a task — is checked against your workspace and role on our servers before it happens. It is not simply a matter of which buttons the interface shows you.

Tasks Workflow

Coordinate legal work with defined ownership and visibility

Create a task, decide whether it's Private to you, visible to a Team, or visible to the whole Workspace, and @-mention anyone who needs to see it — even if they're not assigned. Task teams have their own Owner, Manager, and Member roles for organizing a specific team's work, separate from your overall workspace role.

TODOIn ProgressWaitingIn ReviewDoneor Cancelled
  • List, Board, My Tasks, and Team views
  • Urgent, High, Medium, and Low priorities, with due dates
  • Assignees, comments, attachments, and activity history
  • @-mention a teammate to notify them, even if they're not assigned
  • References to Knowledge Bank files, chats, drafts, reviews, and more
  • Private, Team, and Workspace visibility

Research Projects

Keep the research question, sources, discussion, and history together

Inside the app, Research Projects are called research notebooks. Set one to Workspace visibility and @-mention a colleague straight into your notes — they're notified right away, and you can see who else is viewing the notebook live.

ActiveReviewingFinalor Archived
  • A research objective plus structured working notes
  • Private or Workspace visibility
  • @-mention a colleague and they're notified immediately
  • Live presence — see who else is viewing the notebook right now
  • Comments with replies, and references to other AI Attorney resources
  • Full version history, and AI analysis when included in your plan
Sharing & Visibility

One switch turns private work into team work

Chats, drafted documents, document reviews, and Knowledge Bank files all use the same Private/Workspace switch — sharing works the same way everywhere in the app.

Private
Shared with your Org or Team

Chats

Drafted documents & reviews

Knowledge Bank files

  • Chats, drafted documents, document reviews, and Knowledge Bank files all use the same Private/Workspace switch
  • Storage is pooled across the workspace, not split into separate per-person quotas
  • A shared task or research note can't reference something that's still private
  • An Activity feed shows sharing and task updates across the workspace as they happen

A shared item can't leave someone stranded

If a task or research note is shared, it can't reference something still private — and once a shared file is actively referenced that way, it can't be pulled back to private until the reference is removed. Nobody on the team hits a dead end.

Workspace roles

Every person has exactly one role in each workspace

You have a role in every workspace you belong to — always Owner in your own personal workspace, and separately Admin, Member, or Viewer in any organization workspace you're part of. What a role can do depends on which kind of workspace you're looking at.

Organization workspace

Admin

Runs the organization from the separate admin portal, and is automatically the owner of this workspace here. Can invite people, manage workspace settings, and see everything shared across the organization.

Member

Can create and edit shared work, and use the organization's plan features inside this workspace.

Viewer

Can open and read shared work, but cannot create or change anything.

Individual workspace

Owner

The person who owns this workspace and its plan. Can invite people up to the plan's limit, and can see everything shared here.

Member

Can create and edit shared work, and use the plan's features inside this workspace.

Viewer

Can open and read shared work, but cannot create or change anything.

* A workspace-level Manager role also exists in AI Attorney for future use. It cannot be assigned in either workspace type today. This is separate from the Owner, Manager, and Member roles a task team uses to organize its own task work.

Getting started

Start with the path that matches your account

Do not create a second account simply because you have joined an organization. Use the account connected to the organization invitation.

New individual

  1. 1Create a user account
  2. 2Sign in to the user portal
  3. 3Begin in the personal workspace

Invited org member

  1. 1Accept the invitation
  2. 2Sign in with the invited user account
  3. 3Switch between your personal workspace and the organization's

Organization admin

  1. 1Use the issued admin portal to run the organization
  2. 2In the user portal, you own the organization's workspace
  3. 3You also keep your own personal workspace there, like every user
Ready to start?

Choose the correct workspace before beginning legal work

Plan availability, workspace configuration, membership, role, and record visibility can affect the modules and actions available to an account.

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