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Legal cases
Opening and running a legal matter in a case workspace.
- Case status and lifecycleCases move through Draft, Active, Awaiting information, Under review, Action required, Resolved or Completed, and Archived. Status is set by people, never by the AI.Updated 13 October 2026
- Opening a legal caseChoose Legal, pick a template, set the jurisdiction, add the people who should see it, and upload the first documents. The Case Agent is ready as soon as the case exists.Updated 13 October 2026