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.
9 chapters · 41 lessons · about 130 minutes, at your own pace
The path
9 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 41 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
Run intake
Put the work the business asks for into one queue — raised, triaged, owned and tracked to done.
- How requests workThe queue, the four statuses, and the trail each request keeps.3 min
- Raising a requestSubmit work with the context that makes it actionable.3 min
- Triage & assignmentPrioritise, assign a person or a whole team, drive it to done.4 min
- Assigned to meYour personal queue, ordered by what's due.2 min
- 05
Get it signed
Take an agreement from a filled draft to a sealed executed copy — prepared, circulated and tracked in one place.
- 06
Connect your integrations
Bring your documents and legal sources into instaSpace — connect cloud storage and your legal research databases.
- 07
Work inside Word
Bring the assistant into Microsoft Word so you can review and redline without leaving your document.
- 08
Run your workspace
For owners and managers: size the plan, bring colleagues in, decide what each can do, and keep a record of it.
- Plans & seatsTeam plans, the shared credit pool, and what they unlock.4 min
- Setting up your workspaceName your workspace and configure the basics.3 min
- Inviting your teamAdd members and assign their roles.3 min
- Roles & permissionsEdit what Manager and Member can do.3 min
- TeamsGroup members to route work and mentions.3 min
- Contract typesClassify intake in your firm's own language.2 min
- Chat visibilityDecide who can see members' chat threads.2 min
- Audit logsAn append-only record of who did what.3 min
- Rolling out to your firmA practical four-week adoption plan.5 min
- 09
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