Platform · Matters
Stop briefing the agentevery morning.
One workspace per matter. The papers, the research, the drafts, and the decisions stay on the file, and it picks up where you left off.
A matter is the boundary the whole product respects. Memory, access, and audit all follow it: a run scoped to a matter reads that file and no other, and the record of what it read stays attached. Upload once and the record stays queryable until you archive it, whether you come back on Thursday or in March.
CorporateLitigationEmploymentCommercialIPReal estateRegulatory
Matter · Northline employmentLive
Record14 files indexed · OCR run on 3 scans
Research6 threads, each linked to the issue it answers
DraftsSettlement draft · 3 tracked changes pending
Next stepResponse to the letter before action due in 14 days
AccessRestricted · 4 fee earners, information barrier in place
What a run reads here, it cannot read anywhere else
How a matter stays loaded
Set the practice area and the access
The practice area tunes how the record is read. Access decides who is inside the boundary, including an ethical wall where one is needed.Put the whole record in
PDFs, Word files, spreadsheets, and scans. Text is extracted, OCR recovers what was photographed, and each file gets a summary you can triage from.Do the work inside it
Research threads, drafts, reviews, tasks, and deadlines all write back to the matter. The record is a by-product of working, not a second job.Reopen it whenever
Come back after a quarter and the agent already knows the documents, the prior analysis, the decisions taken, and the questions still open.
What a matter holds
- A document record with OCR fallback and per-file summaries
- Research threads linked to the issue they answer
- Drafts and reviews, with the tracked changes still pending on them
- Tasks, deadlines, and dependent dates in a legal calendar
- Decisions and prior analysis that survive the session
- Access control that follows the matter, ethical walls included
- An audit record of what an agent read and produced
- Archive and reopen, without losing the context in between
Questions
About matters
- How is this different from case management software?
- Case management stores files and tracks dates. A matter does that and is also the context an agent reads from. The record is not a filing cabinet beside the work, it is what the work is done against.
- How long does context last?
- Until you archive the matter. There is no rolling window and no session expiry on the record.
- Can an agent read across two matters?
- No. A run is scoped to the matter it was given, ethical walls included. That is enforced in the platform rather than requested in a prompt.
- What file types can I put in?
- PDF, DOCX, XLSX, TXT, and images. Scanned and image-based pages go through OCR before indexing.
- Who can see a new matter in a firm workspace?
- Only the people explicitly granted access. In an institution workspace new records are private to their grantees by default rather than open to everyone in the workspace.
- Can I run several matters at once?
- Yes. Each is a separate workspace with its own record and its own boundary.