How do I navigate the app?

The app has three navigation layers:

1. Left sidebar for main pages
2. Main content area for page work
3. Right sidebar for chat or settings tools (depends on page)

Left sidebar (main navigation)

Use the left sidebar to move between primary sections:

• Contract Views – Open contract tables, existing views, and contract records
• Chat History – Reopen previous AI conversations
• Invoices – View uploaded invoices and matched contract context
• Gold Standard – Create/manage Gold Standards by contract type
• Clause Library – Manage clauses and version history tied to Gold Standards
• Admin – Admin-only area for users, roles, integrations, and workspace controls
• Account (your name) – Open Settings or Logout

Main content area

Home

Home is the place to start when you log in:

• Use Get Started prompts to quickly begin common tasks
• Start a new chat for contract analysis or Q&A

What chat can be used for

Use chat to:

• Summarize contracts or groups of contracts
• Ask questions about terms, risks, obligations, and key dates
• Compare contracts and surface patterns across views
• Explore invoice-to-contract context when working in invoice flows

Right sidebar (context-aware panel)

The right sidebar changes based on where you are:

• On contract/invoice/work pages, it opens as a Chat sidebar
• On settings pages, it switches to a Settings sidebar (page tools/settings navigation)

How chat uses page context

The chat sidebar automatically follows your current working context:

• Contract Views: uses selected contracts/rows and active view context
• Contract detail: focuses on the current contract
• Invoices: uses invoice context and linked contracts
• Multi-select states: uses selected Contracts/Invoices for chat context, in case users want to chat about specific records.

This lets you ask targeted questions without manually re-explaining what you are viewing.

---

Use sidebar links (or back button) to move between sections quickly.