Ledger
Ledger is a structured, source-backed view of legal information extracted from documents available to an organization. It is designed for reviewing contracts, counterparties, clauses and citations without losing the link back to the underlying source.
What Ledger shows
Ledger organizes extracted information around contracts, counterparties, clauses, metadata and source citations. Rather than showing only files, it presents legal assertions and the evidence behind them. Users can move from an extracted clause or counterparty to the cited document fragment when citation handles are available.
When to use it
Use Ledger when a team needs to review a corpus of contracts or matter documents at scale: due diligence, portfolio review, supplier contract analysis, lease review, or recurring contract-monitoring work. For a single question, the Assistant is often faster; for a structured corpus, Ledger gives a more stable reading surface.
Filters and facets
Ledger can expose filters such as counterparties, clause families, contracts and provider metadata. Depending on the corpus and organization configuration, some facets may be unavailable or incomplete. Filters are aids for review, not a substitute for checking the cited source.
Availability and navigation
Ledger is organization-controlled. Administrators can enable the feature and decide how it appears in navigation. In some organizations, Ledger may replace or sit next to Library/Bibliothèque in the Dynamic Island or app navigation. If the route opens without content, the feature may not be enabled for your organization or no indexed corpus may be available yet.
Relation to Documents, Projects and Workspaces
Documents and Workspaces are where files live or are connected. Projects group material around a matter. Ledger reads across an enabled corpus and presents structured legal information extracted from that corpus. The three concepts can work together: a project may contain the relevant material, while Ledger provides a structured review layer over indexed documents.