How to Use the Desk on Legalise: Managing Case Files and Saved Documents

How to Use the Desk on Legalise: Managing Case Files and Saved Documents

The Desk is the file management area of the Legalise platform. It is where generated documents are saved, organized by matter, and accessed for review or reuse. This tutorial explains how to navigate the Desk, save documents to it, and use it as a working reference during active matters.

What the Desk Is For

The Desk is designed to feel like a lawyer's actual working desk: a place where active files and work in progress are kept accessible. Generated documents that are saved during the drafting process appear here, organized so that the documents belonging to a specific matter can be kept together and retrieved without searching through an unstructured list.

The Desk is the answer to the question of where documents go after they are generated. Legalise does not store generated document content unless the advocate chooses to save it, and the Desk is where those saved documents live.

Step 1: Navigate to the Desk

The Desk is accessible from the main navigation after signing in. It is available to all signed-in users, including those on the free trial. Opening the Desk shows the current file view with all previously saved documents.

Step 2: Saving a Document to the Desk

After generating a document in the Generate Document section, the generated output screen includes an option to save the document to the Desk. Selecting this option stores the document under the account's file history. Documents that are not saved at this step are deleted from the platform immediately after the session ends.

Saving the document preserves the full text of the generated draft for future reference. This is useful when a matter involves multiple documents that need to be reviewed together, when a draft needs to be revised after a client meeting, or when a previously generated document for a similar matter is a useful starting reference for a new one.

Step 3: Organizing Files on the Desk

Saved documents on the Desk can be organized by matter. Keeping the documents for each client matter together makes it straightforward to retrieve the relevant file when the matter progresses or when the client returns with a related question. The Desk is structured so that active matters remain accessible without requiring extensive manual organization.

Step 4: Reviewing and Using Saved Documents

Opening a saved document from the Desk loads the full text of the generated draft. From this view, the document can be reviewed, copied for finalization in an external word processor, or used as a reference when generating a related document for the same matter.

For matters where a document needs to be revised, the standard workflow is to open the saved draft on the Desk, note the required changes, and either edit the document externally or generate a new version with the revised intake information.

Step 5: Keeping the Desk Current

As matters conclude, documents from completed files can be removed from the active Desk view to keep the working area focused on current matters. The Desk is intended as a working surface rather than a permanent archive, so maintaining it as a reflection of current active work makes it more useful as a day-to-day reference.