Getting started
Create your first useful output
Move from a new workspace to a source-backed draft without losing the project record.
5 minute read New usersUpdated 15 August 2026
On this page
Quick answer
Create the workspace, record the project and event, add the best available sources, review what is ready, then generate and professionally review the output before issue.
Before you start
- Use the signed contract details where available, including the correct form and edition.
- Have the project reference, parties, important dates and the people responsible for review ready.
- Gather the strongest contemporaneous records first: notices, instructions, programmes, correspondence, meeting records, site records and cost evidence.
Follow the core workflow
- Complete your personal and company setup, then confirm the workspace subscription.
- Create a project using the signed contract details rather than assumptions or tender-stage information.
- Record the event while the facts, dates, recipients and immediate effects are still clear.
- Open the event workspace and add files, pasted text or notes.
- Wait for each source to become ready and select only the material relevant to the task.
- Ask focused questions or choose a clear creation action such as Build case file, Draft claim or Create timeline.
- Open the completed output, resolve unsupported points, complete professional review and export the approved version.
What a good first result looks like
A useful first output does not need to prove the whole claim. It should organise confirmed facts, identify the likely contractual route to verify, show the evidence used, expose contradictions and list the information still required.
Still need help?
Continue with the assistant or support team
The in-app assistant can explain the page you are using. For an account-specific problem, send support the expected result, reproduction steps and any safe request or job ID.
