Establish a dependable matter boundary
Before analysis, confirm which authorised documents belong in the matter and whether key files, attachments, and versions are present. A clear document boundary makes a Matter Overview, chronology, or issue list easier to test against the available evidence.
- Separate originals, working copies, and superseded drafts.
- Identify missing attachments and unreadable files early.
- Wait for documents to complete indexing before using Matter AI features.
