ContractRabbit Docs

Workspace

Work with documents, reports, comparisons, and the Agent in one persistent contract workstation.

Overview

The Workspace is the main place to do contract work in ContractRabbit. It combines your document explorer, document viewer, and Agent chat into one resizable interface so you can inspect documents, ask questions, compare contracts, generate reports, and continue a chat without switching pages.

Open it from Workspace in the app, or from a chat link such as /workspace/chat/{chatId}. Agent email replies also include a Continue in Contract Rabbit link that opens the same workspace chat.

Layout

The Workspace has three panels:

PanelWhat it is for
ExplorerSearch and open documents, browse matters, move or copy documents between matters, and open saved reports
ViewerRead documents, switch between open tabs, inspect comparisons, view reports, and work with document revisions
AgentAsk document questions, run corpus analytics, generate tables, compare documents, align against standards, and continue chat history

Each panel can be resized or collapsed. Collapsed panels appear as side rails that you can click or drag open. Panel visibility and panel sizes are saved locally in the browser. Viewer tabs are scoped to the active chat so switching chats also switches the file context, and starting a new chat begins with an empty viewer.

Explorer

The Explorer shows Matters & documents and Reports.

In Matters & documents, you can:

  • Search documents and matters
  • Sort by recently updated or alphabetically
  • Open a document in the Viewer
  • Expand a matter to see loaded documents in that matter
  • Drag documents between matters
  • Right-click documents or matters for actions such as move, copy, rename, and paste
  • Drag a document into the Agent panel to add it as document context

In Reports, you can open saved tabular reports directly in the Viewer or jump to the report builder.

Viewer

The Viewer is a tabbed work area. Tabs can represent:

  • Documents
  • Document comparisons
  • Saved reports
  • Tabular reviews
  • Workflow artifacts

Document tabs open in the embedded document viewer. Depending on the document and your permissions, the viewer can show original text, annotated/recommendation mode, and edit mode. Comparison tabs show the documents and differences produced by the Agent or comparison tools. Report tabs open saved Knowledge Graph reports inside the Workspace.

Use the tab bar to switch between open artifacts. If more than six tabs are open, extra tabs move into the overflow menu.

Agent Panel

The Agent panel is connected to the active workspace context. When a file or comparison is open, the Agent can use that context without requiring you to repeat the document name. You can ask things like:

  • "Summarize the termination rights in this document"
  • "Review this agreement for the top 10 issues compared to our corpus"
  • "Compare this with the Acme agreement"
  • "Align this with our standard NDA"
  • "Create a table of governing law, term, counterparty, and renewal notice for similar NDAs"

The Agent can also open documents in the Viewer, create comparison tabs, generate reports, and preserve richer artifacts in the chat. For more detail, see Agent.

Working With Context

The Workspace keeps track of the active document and open document tabs for the current chat. This context is useful for short natural-language prompts:

  • "What is the governing law?" refers to the active document
  • "Compare this to the last version" uses the current file context
  • "Use this as the reference document" can refer to a document you have opened or dropped into the Agent panel

For ambiguous requests, name the document, matter, party, or standard explicitly. This is especially important when several documents have similar names or when multiple standards could apply.

Typical Workflows

Review a document

  1. Open Workspace.
  2. Find the document in Explorer.
  3. Click it to open it in Viewer.
  4. Ask the Agent to summarize, extract key terms, identify risks, or benchmark it against the corpus.
  5. Review linked sections, recommendations, and generated artifacts in the Viewer.

Compare two documents

  1. Open the first document.
  2. Ask the Agent to compare it with another named document, or open the other document and ask for a comparison.
  3. Review the comparison tab in the Viewer.
  4. Continue asking follow-up questions in the same chat.

Create a report

  1. Ask the Agent for a structured table or report.
  2. Specify the document type, filters, and columns you care about.
  3. Review the generated table or saved report in the Viewer.
  4. Export or continue refining the report from the Agent chat.

Continue from email

  1. Open the Continue in Contract Rabbit link in an Agent email reply.
  2. The Workspace opens the persisted chat session.
  3. Review the concise email answer alongside the full chat, source links, tables, document links, and generated artifacts.
  4. Continue in the web UI when you need inspection, editing, export, or richer comparison output.

Workspace vs Other Pages

Use the Workspace when you want a multi-artifact workstation. Use focused pages when you need a specific administrative or data-management task.

NeedBest place
Review one or more documents with Agent assistanceWorkspace
Continue an Agent chat from emailWorkspace
Inspect documents and organize them into mattersWorkspace or Documents
Manage lifecycle stages across many documentsWork Board
Configure document types, attributes, entities, or standardsData
Manage billing, integrations, users, and security settingsAdmin

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