Projects

What are Projects?

Projects (also called folders) are containers that organize all the materials related to a specific case or matter. Each project can contain:

• Documents: Legal files, contracts, discovery materials, correspondence
• Timelines: Multiple visual timelines based on the project's documents
• Smart analysis: Thea can analyze all documents in a project together to find patterns and suggest timelines

Think of projects as case files—everything related to one case stays together in one project.

Creating a Project

From your dashboard:

1. Click New Project or the + button
2. Enter a project name:
   • Use case names: "Smith v. Jones"
   • Use matter references: "Contract Dispute - Acme Corp"
   • Use client identifiers: "Client 2024-015"
3. Optionally add a description
4. Click Create

Your new project appears in the projects list.

Project Dashboard

When you open a project, you'll see two main tabs:

Documents Tab

• Upload area: Drag and drop files or click to browse
• Document list: All uploaded files with status indicators
• Processing status: See which documents are being analyzed
• Actions: Preview, download, or delete documents

Timelines Tab

• Timeline list: All timelines created in this project
• Suggestions: Smart timeline suggestions based on your documents (appears after documents are processed)
• Create new: Start a new timeline manually or with assistance
• Quick actions: Edit, export, or delete timelines

Working with Multiple Timelines

A single project can contain multiple timelines, each focused on different aspects:

Example - Contract Dispute:

• "Payment Timeline" - All financial transactions
• "Communication Timeline" - Emails and meetings
• "Performance Timeline" - Contract obligations and deliverables

This allows you to analyze the same set of documents from different angles.

Document Analysis

Once you've uploaded documents to a project, Thea analyzes them as a collection:

Project Summary

Thea generates an intelligent summary showing:

• Key parties and entities mentioned
• Date range of the documents
• Document types (contracts, correspondence, etc.)
• Main themes and topics

Access the summary from the project overview.

Timeline Suggestions

After documents are processed, Thea suggests timeline structures:

1. Navigate to the Timelines tab
2. Look for the "Suggested for you" section
3. Review suggestions like:
   • Financial transaction timelines
   • Communication chronologies
   • Contract obligation timelines
   • Incident or event sequences
4. Click Use this to create a timeline from a suggestion

Suggestions are based on patterns Thea detects in your documents—they help you discover chronological structures you might not have considered.

Project Management

Renaming a Project

1. Click the project settings icon (gear or three dots)
2. Select Rename
3. Enter the new name
4. Click Save

Deleting a Project

Warning: This permanently deletes all documents, timelines, and data in the project.

1. Open project settings
2. Select Delete Project
3. Type the project name to confirm
4. Click Delete Permanently

This action cannot be undone.

Project Settings

Access project settings to:

• Rename the project
• Update the description
• View storage usage
• Manage access (for team features, if available)
• Delete the project

Organizing Multiple Projects

Project List View

Your dashboard shows all projects with:

• Project name
• Last modified date
• Number of documents and timelines
• Quick actions

Sorting and Filtering

• Sort by: Name, date created, last modified
• Search: Find projects by name
• Archived projects: Hide completed projects (coming soon)

Best Practices

• One project per case: Keep different cases completely separate
• Descriptive names: Use names that make sense 6 months later
• Upload all documents together: Thea's analysis is better with complete context
• Create focused timelines: Multiple specific timelines are better than one massive timeline
• Regular cleanup: Delete test projects or old materials you no longer need

Document Limits and Storage

• File size: Individual documents up to 50MB
• Project size: No hard limit, but very large projects (1000+ documents) may process slower
• Supported formats: PDF, DOCX, TXT

Collaboration Features

Current status: Projects are personal to your account. Team collaboration features are planned for future releases.

Next Steps

• Managing Documents - Learn about uploading and processing documents
• Creating Timelines - Build timelines within your project
• Getting Started - Complete project workflow guide