Creating a Workspace
Organization admins can create new Workspaces and rename the default ones to match how the firm is structured.
Create a Workspace
Select Organization on the left panel
The Organization section is in the left navigation panel.
Select Workspaces, then click +Create Workspace
The +Create Workspace button appears at the top of the Workspaces list for organization admins.
Enter a name and description
Both appear in the switcher and on the Workspace's surfaces.
Add initial members and assign roles
Pick from existing organization members and assign each a role. See Members & access for what each role can do.
Set default AI instructions and default tags
The default AI instructions cascade into every Matter and chat in this Workspace. Default tags are pre-configured tags available to all of its Matters.
Default Workspaces
Every organization starts with four pre-configured Workspaces:
| Workspace | What it's for |
|---|---|
| Personal | A cross-Workspace view of your own Matters and tasks (see Personal Workspace) |
| Corporate Law Team | Corporate transactions, M&A, and governance |
| Litigation Support | Litigation matters and dispute resolution |
| Org Library | Firm-wide templates, policies, and precedents |
Admins can rename the defaults and create additional Workspaces.