The two navigation modes
The left sidebar is context-aware:
- Global navigation (when not inside a case): Home, Cases, Tasks, Calendar, Activity, Settings.
- Case navigation (when a case is open): the sidebar switches to that case's sections, with a "← All cases" way back to the case list.
Case sections
Inside a case, the sections are:
| Section | What it holds |
|---|---|
| Assistant | AI chat threads for the case |
| Documents | Drafted documents (motions, briefs, letters, etc.) |
| Case files | Uploaded files, organized in folders |
| Tasks | The case's Kanban board |
| Notes | Free-form case notes |
Each section shows a count of items. On narrow screens the rail collapses to icons; hovering an icon shows the section name and count.
The case switcher (fast way to jump between cases)
Because a firm can have hundreds of active cases, there is no long scrolling list of cases in the sidebar. Instead, use the case switcher — a searchable command palette titled "Switch case":
- A search box ("Search cases…") filters by case name (and client/number where shown).
- Cases are grouped Pinned first, then All cases by recency.
- Click a case to jump to it. There are also "+ New case" and "View all →" actions.
The full /cases page is the place to browse and manage the entire set of cases.