Matters & Workspaces

Organize work by case, deal, or project

Matters are workspaces that keep documents, conversations, and research isolated by case, deal, or project.

Create a Matter

1. Open Matters

   Navigate to Matters from the sidebar in your dashboard.

2. Create

   Click New Matter and name it. Optionally link it to a client.

3. Add documents

   Upload documents into the Matter. All documents are searchable together.

4. Start a conversation

   Conversations within a Matter have access to all its documents.

Features

Document isolation

Documents in one Matter are not visible to other Matters.

Client linking

Associate Matters with a client record so you can see all work for that client in one place.

Conversation history

All conversations are preserved and searchable across the Matter.

Export

Export contents including conversations and analysis results.

A Matter is the primary unit of isolation in Vaquill. Anything outside the Matter cannot see its documents, chats, or analysis unless it is explicitly shared.

Client Management

Group Matters under Clients:

• Create client profiles
• Link multiple Matters to a single client
• View all work for a client in one place

Team Collaboration

Role-based access for team workspaces:

Role	Permissions
Owner	Full access, billing, team management
Admin	Manage members, create/delete Matters
Member	Create conversations, upload documents, use tools
Viewer	Read-only access

Sharing

Share conversations with team members or generate a public link. Shared conversations include the full thread with citations and tool outputs.

Public share links expose the full conversation, including any cited document snippets and tool outputs. Only generate a public link when the underlying material is safe to share outside your organization.

Inline Threading

Start sub-conversations within a main thread to keep discussions organized.

Plan Limits

Plan	Matters	Team Members	Storage
Free	1	1	50 MB
Starter	5	3	500 MB
Professional	20	10	2 GB
Business	100	50	10 GB
Enterprise	Unlimited	Unlimited	Custom

Deleting a Matter permanently removes its documents, chats, and analysis results. This action cannot be undone. Export anything you want to keep before deleting.

Related

Client Management

Group Matters under client records and run firm-wide conflict checks.

Team Workspaces

Roles, access controls, and shared resources for your firm.

File Formats

See every format you can upload into a Matter.

Subscriptions

Plan tiers, quotas, and what is included.