All of your queries and CoCounsel's answers are automatically saved. CoCounsel gives you the option of organizing your queries and CoCounsel’s answers by client matter. This feature is intended to help our users track and retrieve their work history within CoCounsel.
Default Setting: Queries and output are saved in the "General" folder
The default place to save your queries and CoCounsel's output is in the "General" folder that appears on the left side of the CoCounsel home screen:
Create a new matter
You can choose to save and organize your queries and CoCounsel's answers by client matter. To create a new matter for your work, click on the “New matter” button from the bottom left side of the CoCounsel home screen.
You will then see a dialog box, where you can give a title to your matter, as well as include an optional client identifier. Once you enter the "Matter title" and "Client matter identifier", select the “Create a Matter” button.
You will see the title of the new matter at the top of the screen; it will also appear at the top of the sidebar in the left corner under "Matters". In this sidebar, your matters are sorted by recency of creation, with your most recently created matter being displayed at the top of the list.
Once your matter is created, you can save your queries in that folder by clicking on it before you run a search. After you click on your folder, it will appear highlighted in blue on the left side of the CoCounsel home screen, and all of your queries and CoCounsel's answers will automatically be saved in that folder.
Edit, archive, or delete a matter
You can choose to edit the name of your matter by clicking on the downward arrow that appears next to the name of your matter and choosing the option to "Edit details." You can archive a matter so that it no longer appears on the left side of the home screen by clicking the "Archive" option from that drop-down menu. Alternatively, if you don't want a matter in the live status or archived, you can delete it permanently, as shown below:
After you Archive a matter, it will no longer appear in your matters list. An archived matter can be accessed by clicking on the default generated matter "Archived Matters". An archived matter can be returned to live status and added back to your matters list by clicking the drop-down arrow next to the name of the archived matter and selecting the option "Restore".
After you Delete a matter, it will no longer appear or be available to restore. Please ensure you no longer need the matter because once it has been deleted it cannot be recovered. Also, any related skill history from that matter will be permanently deleted.
Users also have the option to engage in File management, which will allow the deletion of any files uploaded to CoCounsel. This action is not tied to the specific matter that the files were uploaded within, but manages your entire CoCounsel profile. Any deletion of files using this tool will not apply to documents that were analyzed by via AllSearch sync.
Note: The default setting is to store all of your queries, and CoCounsel’s output, in the “General” category. At this time, skill usage histories cannot be ported between matters, so be mindful to create client matters that align with your current project or case and to be within that matter when using CoCounsel.