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 persists, reload once more. Work is stored server-side and shouldn't be lost.

"The assistant says it can't search my file." The file is still indexing or is not searchable. Check the file's status in Case files; hover a "Not searchable" label for the reason. Scanned PDFs with no text layer can't be searched.

"A file won't index / says 'No searchable content found.'" The file has no extractable text (often an image-only scan). The document itself is still stored and viewable; it just can't be searched.

"I can't get into my workspace — everything's locked." The firm likely has no active subscription. An owner/admin should check the Plan/Subscription section and reactivate a plan.

"The assistant won't respond and shows a subscribe card." Same cause — the firm needs an active plan.

"I was invited but the link says it's invalid/expired/used." Ask the firm to send a fresh invitation. Also make sure you're signed in with the exact email the invitation was sent to.

"I can't find a firm to join." Firm names aren't searchable by design; type the exact name, or ask a teammate to invite you.

"I don't see the admin buttons / some settings are blank." Those sections are admin/owner only (and stay blank briefly while your role loads). If you should have access, ask an owner to check your role in Roles & access.

"Dictation button is missing." The browser doesn't support voice input; try a current Chrome/Edge/Safari.

"My document formatting shows an amber dot." That setting is outside the court rule for the case's jurisdiction. Hover the dot for the specific rule; click it to reset to the compliant default. You can still save as-is if you intend to.

"How do I get a case out of the way without deleting it?" Archive it (case row → Archive). Deletion is permanent and removes all case content; archiving is reversible.

"Where did my cases go in the sidebar?" There's no full case list in the sidebar by design. Use the case switcher (search) to jump to a case, or the /cases page to browse them all.

End of knowledge base.

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