Documentation
Everything about working in Albatross — from your first sign-in to drafting documents with the AI assistant. Press ⌘K anywhere to search.
Getting started
What Albatross is
Albatross is a case-management workspace for legal teams. Each firm (called a workspace or organization in the UI) holds a set of cases. Inside a case you can:
Accounts & signing in
The signup page ("Create your account" / "Get started with Albatross") asks for:
Workspaces, invitations & joining a firm
A user must belong to a firm to use the app. There are three ways in, presented on the "Set up your workspace" screen ("Create a new firm, or join one that's already on Albatros…
First-run tour & the sample case
New workspaces get a guided tour. It auto-starts the first time the person who created the workspace signs in, and it sets up a sample case to explore (the user may briefly see…
Getting around the app
The left sidebar is context-aware:
Cases & files
Cases
The hub for all cases. It has a search box, a status filter (Active / Archived / All), and a "+ New case" button. Cases appear in a sortable table with Name, Created, Updated, a…
Case legal details
then pick the specific jurisdiction from a searchable list.
Case files
Open a case → Case files.
Making files searchable (indexing)
For the AI assistant to search and analyze a file, that file must be indexed — Albatross extracts and prepares its content after upload. This happens automatically; no button to…
Cloud file sync
Firms can connect cloud storage and sync folders into cases so files flow in automatically.
AI & documents
The AI assistant (case chat)
Every case has an AI assistant, reached through the Assistant section (and available as a side panel while viewing documents/files). It knows the case: its files, drafted docume…
Documents & the editor
Open a case → Documents.
Jurisdiction formatting & court rules
When a case has a jurisdiction, the editor applies that jurisdiction's court-rule profile. Albatross ships profiles for all 50 states, covering things like page size, minimum ma…
Planning & tracking
Calendar & events
Open Calendar (/calendar) for the full month view, or use the mini-calendar on the Home page.
Tasks (Kanban board)
Tasks live on a Kanban board — per case (Case → Tasks) and globally (/tasks across all cases). Three columns: To do, In progress, Done.
Home dashboard
The Home page (/) is the at-a-glance overview.
Case notes & memory
A free-form editor for your working notes, strategy, and reminders. Placeholder: "Notes, strategy, reminders — anything you want the assistant to always keep in mind for this ca…
Suggested next steps
Albatross can suggest the next actions for a case, ranked by urgency and how recently you worked the case. They appear:
Team & firm
Notifications
Notifications are email-based, controlled at two levels.
Activity log
Activity (/activity) is a firm-wide audit feed of actions: cases created/updated/deleted, files uploaded/indexed, documents drafted/revised, members invited/added/removed, roles…
Team, roles & access
Admins/owners see the member list (name, email, role) and can:
Settings
Settings are split into Personal (/settings) and Firm (/firm). Most fields auto-save silently (on blur or on change) — there's usually no Save button. Admin-only sections stay b…
Billing & subscription
Billing lives in Firm settings → the Plan / Subscription section.
Reference
Keyboard shortcuts
Shortcuts are customizable in Settings → Shortcuts, in two groups: Global (work anywhere) and Editor (only inside the document editor). Click a shortcut to rebind it; the app wa…
Troubleshooting & FAQ
"My new case / file / chat disappeared after reload." Data syncs from the server and can take a moment on a cold load; a blank list during loading doesn't mean it's empty. If it…