Cases
A case is the main working area for a legal matter.
Use a case for:
- case notes
- document review
- legal research tied to the matter
- drafting
- issue tracking
Shared Spaces
Shared spaces are not cases.
Use them for:
- firm notices
- operating updates
- internal coordination that is not part of one specific matter
Example:
Chambers
Private Discussions
Private discussions are for direct or small-group conversations.
Use them when the conversation is between specific people rather than part of the main case record.
What a note is for
A note is a durable entry in the case timeline.
Useful notes include:
- factual updates
- next steps
- risks to investigate
- client or court deadlines
- internal decisions
- review comments on AI output
Good note examples
Client confirmed the notice was received on 14 January 2026.Need to verify whether the indemnity survives termination.Partner approved the structure but wants narrower drafting on liability caps.
Less useful note patterns
- vague prompts with no case purpose
- chatter that belongs in a private discussion
- broad legal questions with no scope or jurisdiction
Recommended practice
- use notes to keep the matter chronology clear
- keep issue-specific discussion in issue threads where possible
- use AI modes only when you actually want an AI run