> For the complete documentation index, see [llms.txt](https://docs.courtaid.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.courtaid.ai/getting-started/navigating-the-workspace.md). # Navigate the workspace CourtAid's **sidebar** is your main navigation. Everything is scoped to a **country** (Australia, New Zealand, or UK) — your URL reflects this, e.g. `/au` for Australia. ## Sidebar at a glance The annotated diagram below labels every main area of the sidebar. ![Annotated CourtAid sidebar with labelled navigation areas](/files/z2PYezaLAwnI9pzlw7pA) | # | Item | What it does | | - | --------------- | ----------------------------------------------------------------------- | | ① | **New Chat** | Start an AI conversation on the landing page | | ② | **Search** | Browse a feed of matching document summaries — **Free** (no query cost) | | ③ | **History** | Return to previous chat conversations and favourited documents | | ④ | **Projects** | Matter workspaces — expand for Chronologies, Tabular, and Chat history | | ⑤ | **Compare** | Upload two document versions and see what changed | | ⑥ | **Workflows** | Browse built-in and custom tabular workflow templates | | — | **Plan card** | Your plan, queries remaining, and **Upgrade** button | | — | **Profile bar** | Your name, country flag, and account menu | *** ## Research ![Research section: New Chat, Search, and History](/files/nElM9uKKPMZHR1WW8YWR) | Item | What it does | | ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **New Chat** | Opens the landing page where you ask legal research questions in plain English. Toggle to Search on the input bar if you want a results feed instead. Sign-in is not required to open the page; **queries apply** when you're signed in and send AI messages. | | **Search** | Opens the **summary feed** with Smart and Boolean modes, filters, and List/Map views. Marked **Free** — browsing Search does **not** use your query allowance. See [Your first search](/getting-started/your-first-search.md). | | **History** | Opens your **global chat history** — past conversations and favourited documents. Separate from **Chat history** under Projects, which only shows conversations inside a project workspace. | *** ## Projects ![Projects submenu expanded](/files/sXDm63rl5YTIqQFmns9z) Click **Projects** to expand the submenu: | Sub-item | What it does | | ---------------- | ------------------------------------------------------------------------------------------------------ | | **Projects** | List and manage matter workspaces — upload files, save cases, run project chat | | **Chronologies** | View and create timelines across all projects — see [Chronologies](/matter-workspaces/chronologies.md) | | **Tabular** | View tabular reviews across all projects — see [Tabular View](/matter-workspaces/tabular-view.md) | | **Chat history** | Browse past conversations scoped to project workspaces | Each sub-item is also available inside an individual [project workspace](/matter-workspaces/projects.md). Sign-in is required for all Projects features. *** ## Tools ![Tools section: Compare and Workflows](/files/Ju0NTf8FlpdJwUMS7XFF) | Item | What it does | | ------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Compare** | Upload two versions of a contract, lease, affidavit, or any PDF/Word file and see a redline diff with AI analysis. See [Document comparison](/matter-workspaces/document-comparison.md). | | **Workflows** | Browse **built-in** and **custom** workflow templates for [Tabular View](/matter-workspaces/tabular-view.md). Click **Use workflow** to start a new tabular review with columns pre-configured. | *** ## Your plan & Upgrade ![Plan card and Upgrade button](/files/0ew93yNEVctThbGsLXN6) When signed in, the plan card above your profile shows: * **Plan name** — e.g. Free Trial, Start, Pro (monthly or annual) * **Queries** — remaining AI queries for this billing period * **Trial ends** or **Resets** — when your trial expires or your query allowance refreshes * **Upgrade** — opens the in-app pricing table ### Pricing For full plan details, tiers, and current prices, visit the [CourtAid pricing page](https://courtaid.ai/pricing/). CourtAid offers **monthly and annual** billing. Annual plans include two months free. You can upgrade or downgrade at any time — changes take effect from your next billing period. {% hint style="info" %} Prices shown when you click **Upgrade** in the app are managed through Stripe and may differ from the marketing site. Treat [courtaid.ai/pricing](https://courtaid.ai/pricing/) as the overview; confirm the exact price at checkout. Pricing is subject to change. {% endhint %} For enterprise or group licences (multiple seats), contact the team via the [pricing page](https://courtaid.ai/pricing/) or support chat. See also [Plans, trials & query limits](/account-and-billing/plans-and-queries.md) and [Managing your subscription](/account-and-billing/managing-subscription.md). *** ## Country selector ![Profile bar with country flag](/files/jCgtpjgJGyU2Yb3BXz5v) Click the **flag** next to your name to switch between Australia, New Zealand, and the United Kingdom. This changes which court database CourtAid searches. See [Changing countries](/legal-research-and-search/changing-countries.md). *** ## Profile menu Click your **name or avatar** at the bottom of the sidebar to open the account menu: ![Profile menu options](/files/UbTXWvud7GzXGEjE04R9) | Option | Purpose | | ------------------------- | ------------------------------------------------------------------ | | **Account Settings** | Update your profile and preferences | | **Org Settings** | Manage organisation membership *(only if on a team plan)* | | **Upgrade** | Open the in-app Stripe pricing table — monthly and yearly options | | **Earn Queries** | Share your referral link for bonus queries (+10 per referral) | | **Subscription** | Open the Stripe customer portal — invoices, payment method, cancel | | **Chat** | Talk to the CourtAid support team | | **Tour** | Restart the guided product tour | | **Hide feedback widget** | Toggle the on-screen feedback button | | **Light / Dark / System** | Change the app theme | | **Sign Out** | Log out of your account | *** ## Quick reference ``` Sidebar ├── New Chat → Landing page — ask research questions ├── Search (Free) → Summary feed — browse matching documents ├── History → Global past conversations ├── Projects ▾ │ ├── Projects → Matter workspaces │ ├── Chronologies → Event timelines │ ├── Tabular → Document review tables │ └── Chat history → Per-project conversations ├── Compare → Document version comparison ├── Workflows → Tabular workflow templates ├── Plan card → Queries, reset date, Upgrade └── Profile bar → Name, country flag, account menu ``` ## Guided tour On your first visit, CourtAid offers an in-app tour that walks through filters, Search vs Chat, Projects, Compare, history, and your plan. Restart it anytime from **profile menu → Tour**. ## Mobile On mobile, the sidebar collapses into a hamburger menu. Filters open in a bottom sheet. Core workflows — chat, search, save to project — work the same as on desktop. ## Related * [What is CourtAid?](/getting-started/what-is-courtaid.md) * [Create your account & free trial](/getting-started/account-and-trial.md) * [Your first search](/getting-started/your-first-search.md) * [CourtAid pricing](https://courtaid.ai/pricing/) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.courtaid.ai/getting-started/navigating-the-workspace.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.