Add files to an Agent chat
Send the documents you want Agent to work with.
For the attachment control in Lawtrades Agent. Project sharing is covered separately.
Attach and send
- Open the Agent conversation you want to use.
- Select the paperclip Attach files button, then Upload files if the attachment menu appears. You can also drag files into the message box.
- Wait for each upload to finish. Remove any file you did not mean to add.
- Write what you want Agent to do with the files, then select Send.
Supported files
Each file can be up to 10 MB. The attachment picker accepts the following formats:
- Documents: PDF, DOC, DOCX, TXT, and RTF.
- Spreadsheets: XLS, XLSX, and CSV.
- Presentations: PPT and PPTX.
- Images: PNG, JPG, JPEG, GIF, and WebP.
- Email and archives: EML, MSG, and ZIP.
If an upload fails
Check the file type and size shown in the error. Remove the failed attachment and try again. Uploading a supported file does not guarantee that Agent can read every part of it. If it cannot read the contents, try a readable PDF or paste the relevant text.
Sharing with another person
To send a document to your client or lawyer, use the Project’s Messages tab. Adding a file to your personal Agent conversation is a different action.
Give a document review a clear task
After attaching a document, tell Agent what you want to understand: for example, summarize the key obligations or identify passages for you to review. Check the answer against the document before relying on it.
If you want a checklist or playbook considered, attach it to the conversation and explain how to use it. Do not assume a previous upload will be applied to every future chat.