Professional / VIDEO GUIDE
Matters
Organize documents and notes in authorized shared matters.
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Where to find it Workspace → Matters
Recorded September 10, 2026. Edited from genuine product captures, with slow zooms and time to read. Research waiting is omitted. The interface and available material may change.
What you’ll learn
- 01
Choose a matter
Matters organizes case work. This walkthrough uses a fictional Cedar Studio demonstration matter.
- 02
Open the workspace
Open the matter to see its details, document area, notes and research controls.
- 03
Read a case note
Open a saved note to review the checklist. The example contains only fictional research notes.
Use the guide to learn the workflow. Check the relevance, context and currency of sources before relying on research or drafting output.
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