Projects
Projects let you organise legal documents, combine your own files with CourtAid's court database, and run matter-specific AI chat across everything in one place.
What is a project?
A project is a workspace for a matter, client, or research topic. Each project can contain:
Your uploaded documents — pleadings, correspondence, contracts, evidence
Saved court decisions — cases you save from Search results
Project chat — AI conversations scoped to the project's documents plus CourtAid's database
Chronologies — timelines built from project documents
Tabular reviews — structured data extraction across documents
Think of a project as a folder that also lets you chat with its contents.
Creating a project
From the Projects page
Go to Projects in the sidebar
Click New Project
Fill in the details:
Project Name (required) — e.g. "Smith v Jones – Contract Dispute"
Description (optional) — brief summary of the matter
Client ID (optional) — your internal client reference
Matter ID (optional) — matter or case number
Click Create Project
From the landing page
Click the New Project button below the main chat input.
From chat
Click the + button (upload/attach) on the chat input and choose to create or select a project.
Managing projects
The My Projects page shows all your projects in a table.
Finding projects
Search — type in the search bar to filter by project name
Sort — sort by name or date
Columns — show or hide Client ID and Matter ID columns
Per-project actions
Each project row has quick-action buttons:
Upload
Add files to this project
Chat
Start a project-scoped chat conversation
Chronology
Generate or view a chronology for this project
⋮ (menu)
Rename, delete, view files, and more
Click the project name or expand the row (▸) to see files inside.
Loose Files
Loose Files is a default project for documents uploaded without a specific project. You can't delete it, but you can move files from Loose Files into named projects.
Project workspace
Click a project name to open its Project workspace. Each project is a self-contained matter hub — everything relating to that project lives in one place.
Workspace tabs
Every project has its own set of tabs:
AI Assistant
Chat scoped to this project's documents plus CourtAid's court database
Chronologies
Build and view event timelines from project documents
Tabular
Run Tabular View reviews across project files
Chat history
Browse past conversations for this project only
This means each project maintains its own chat, chat history, tabular reviews, and chronologies — separate from other projects.
Projects are private to your account. CourtAid does not currently support sharing a project with teammates — each user maintains their own project workspaces. See Data privacy & security.
Use the + Chat button to start a new conversation within the project.
What's in a project workspace
Uploaded files
Yes — shown in the project files panel
AI chat
Yes — searches your files + CourtAid's 2M+ database
Chat history
Yes — only conversations for this project
Tabular reviews
Yes — tables built from this project's documents
Chronologies
Yes — timelines from this project's documents
Navigating between tabs
Switch tabs at the top of the workspace without losing your place. For example:
Upload documents on the AI Assistant tab
Switch to Tabular to extract key fields across all files — see Tabular View
Switch to Chronologies to build a timeline of events
Return to Chat history to pick up a previous conversation
Project chat
Project chat is one of CourtAid's most powerful features. It lets you ask questions across your documents and the court database together.
The project workspace shows your uploaded files on the right and a chat panel on the left. CourtAid searches both your project documents and its 2M+ court database to answer your questions.
Starting project chat
Option 1 — From the Projects page: Click the Chat button on any project row.
Option 2 — From chat input:
Click the + or paperclip icon on the chat input
Choose Select Project and pick your project
Start typing your question
Option 3 — From the project workspace: Open the AI Assistant tab or click + Chat.
What you can ask
Once a project is attached, the chat input shows:
Ask about your project "{name}"...
Example questions:
Project chat sidebar
During project chat, a sidebar shows the project's files. From here you can:
Upload new documents
View or delete existing files
Move or copy documents between projects
Saving documents to projects
When you find a useful case in Search, click Save on the result and choose which project to add it to. This builds a curated collection of authorities alongside your own files.
Related features
Projects connect to other CourtAid tools:
Chronologies
Build event timelines from project documents — workspace Chronologies tab. See Chronologies
Tabular View
Extract structured data across project files — workspace Tabular tab. See Tabular View
Chat history
Review past project conversations — workspace Chat history tab
PDF enrichment
Scanned PDFs are automatically processed when uploaded — see PDF enrichment
Compare
Compare two document versions — see Document comparison
Example workflow
A typical matter workflow:
Create a project with the matter name and client/matter IDs
Upload key documents — pleadings, correspondence, expert reports (scanned PDFs are enriched automatically)
Search for relevant cases and Save the best ones to the project
Chat with the project to synthesise findings
Run a Tabular review to extract key fields across all documents at once
Generate a chronology from the uploaded documents
Return to Chat history later to pick up where you left off
Tips
Name projects clearly — include client or matter identifiers for easy searching later
Save cases as you go — don't rely on memory; save authorities to the project during research
Use Client ID / Matter ID — these fields help if you integrate with practice management systems
Move files out of Loose Files — keep Loose Files as an inbox; organise into named projects regularly
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