A guided course for legal teams
The instaSpace Handbook
A short, guided path from your first contract review to rolling instaSpace out across your firm. Real screens, plain language, at your own pace.
7 chapters · 29 lessons · about 90 minutes, at your own pace
The path
Six chapters, start to finish
Work through them in order, or jump to the chapter you need. Your place is saved as you go.
Your progress
0 of 29 lessons
- 01
Get oriented
What instaSpace is, how to sign in, and the one-minute setup — before you touch a contract.
- 02
Your first wins
The core of the job — review, redline, draft and research — each from upload to a result you can act on.
- 03
Work faster
Reuse your documents and your best prompts so the second matter is quicker than the first.
- Using the VaultStore and reuse documents without re-uploading.3 min
- Building a playbookTurn a great prompt into a one-click workflow.4 min
- Writing good promptsThe single biggest lever on output quality.4 min
- Personas & rolesTell instaSpace whose side it's on.3 min
- Formatting your requestsGet tables, summaries and the exact shape you want.3 min
- 04
Connect your integrations
Bring your documents and legal sources into instaSpace — connect cloud storage and your legal research databases.
- 05
Work inside Word
Bring the assistant into Microsoft Word so you can review and redline without leaving your document.
- 06
Set up your team
For owners and admins: stand up a workspace, bring colleagues in, and roll instaSpace out across your firm.
- Setting up your workspaceName your org and configure the basics.3 min
- Inviting your teamAdd members and assign their roles.3 min
- Roles & permissionsControl who can do what.3 min
- Teams & shared accessGroup members and share playbooks and documents.3 min
- Rolling out to your firmA practical four-week adoption plan.5 min
- 07
Trust & security
How instaSpace protects your documents and conversations — the answers your risk team will ask for.
- Security overviewThe short version of how your data is handled.2 min
- Access controlRoles, permissions and least-privilege access.2 min
- Data protectionHow your content is handled — and never used for training.2 min
- Single sign-on (SSO)Sign in with your identity provider.2 min
- Sessions & devicesReview and revoke active sign-ins.2 min