What Are Workspaces?

Atlas Workspaces are matter-scoped environments designed for high-volume document review and client-document drafting. They're the engine of your firm's deal and case workflow.

Here's the motion: upload a batch of documents (100, 500, 1000 - size doesn't matter), and Atlas agents take over. They classify and route documents based on your matter's scope, execute pre-review checks (privilege, conflicts, outside counsel privileges), run the substantive review (clause extraction, representations and warranties analysis, indemnification findings, diligence items), and then design and execute post-review processes that output new client documents - markup sets, schedules, closing memos, privilege logs.

Every agent action runs against your firm's curated knowledge graph: the data pulled continuously from iManage, SharePoint, OneDrive, NetDocuments, and email. So when an agent extracts a clause, it has context. When it flags a missing rep, it knows what your firm's precedent looks like. When it drafts an indemnification schedule, it's learning from your firm's past deals.

What Just Shipped

Workspaces moved from prototype to live product this month. The core surfaces are now in place:

PDF Viewer and Document Navigation: Documents render one page at a time, so you're not browser-stacking 500 PDFs at once. Folder rails let you navigate by agent-generated folders (Privilege Holds, Diligence Items, Marked-Up Docs) or by manual structure, expanding and collapsing as you work.

Inline Tabular Review Editor: When agents run a substantive review - say, clause extraction across an SPA corpus - their findings come back as structured tables. You can edit those tables in-line: add notes, update flags, refine clause language, all while staying in the workspace. No export-to-spreadsheet-and-back dance.

Agent Task Board: Shows every agent action happening on your workspace. You can see what the agents are reviewing, pause a task, modify its scope, or kick off a new task on a different batch of docs. The board is the human surface to the agentic work.

Workspace Sharing: Matter teams collaborate on a single workspace. The share dialog makes it simple - invite by email, set view/edit permissions, and everyone on the team sees the same documents, agent findings, and drafted output.

How Teams Use This

M&A Due Diligence: An M&A team has 600 pages of customer contracts to review before closing. They upload the batch into a workspace. Agents classify them (type, counterparty, term length), extract key terms (auto-renewal, termination fees, change-of-control), compare them to the firm's precedent, and flag outliers. The team reviews the flagged items on the agent task board, makes notes, and the agents generate a diligence memo and a summary schedule, both written back into the workspace. Total time: hours instead of weeks.

Litigation Privilege Review: A litigation team has 2,000 emails to review for privilege and work-product. They stage the batch in a workspace. Agents classify (in-house counsel, outside counsel, privilege type), flag potential holds, and draft a privilege log with page references. The team spot-checks the log, and the agents write back the final hold set.

Contract Drafting: An M&A team is negotiating an SPA. They upload the counterparty's draft into a workspace. Agents extract all representations and warranties, compare them to the firm's precedent reps, and generate a markup set with alternative language, deletions, and notes. The partner reviews the markup, refines it, and the agents generate a clean redline for the next round.

Grounded in Your Firm's Data

Why this works at speed: every agent action is grounded in your firm's curated knowledge graph. That graph is built continuously as new documents land in iManage, SharePoint, or OneDrive. Atlas agents read, classify, and link them, so your firm's own precedent, playbooks, and case law are always current and accessible.

When you create a workspace, you can optionally scope the knowledge graph to a specific practice area, client, or matter type. So an M&A team's workspace uses M&A diligence findings and precedent; a litigation team's workspace uses litigation holds and discovery protocols. The agents work with the right context.

Try It

Heading to https://atlas-ai.io will let you create a workspace, upload sample documents, and watch agents review them. You can also import documents directly from your firm's iManage or SharePoint instance and see how agents handle your own work product.

Workspaces are where modern law firms will run high-volume review. Start with one matter type, watch the agents work, and scale from there.

See it in your environment.

AtlasAI deploys inside your Azure tenant. Private by architecture, not policy.

Request a demo →