Navigate your Project
Find conversations, files, and worklogs in a small-business Project.
For talent and small-business clients with access to a Project in Lawtrades Agent.
Open a Project
From an engagement email, use Open your engagement room to return to that hire’s workspace. Supported older room links can also open the matching Project’s Messages tab. Sign in with the account that has access; if a link cannot be matched, open the Project directly from Lawtrades Agent.
- Open Lawtrades Agent.
- Choose the Project you want to work on.
- Use its tabs to open the information you need. The tabs depend on your role and whether the Project is hiring or underway.
Choose a tab
- Overview: Project details and the recorded scope.
- Messages: conversations with the client or lawyer.
- Files: agreements and shared documents.
- Candidates and Interviews: client tools for hiring and interview details.
- Billing and Insights: client payment and reporting views.
- Worklogs: talent activity on supported Projects. Fixed-fee hours record work without adding hourly charges.
A message draft remains in place after switching to Files and back within the same Project.
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Move between hiring and each hire’s work
The hiring Project contains Candidates, Messages, Files, and Interviews. With Allow multiple hires enabled, Hires lists the separate workspaces for your hires.
Select Open project for the person you want to work with. Their workspace keeps that hire’s messages, files, and billing together. To return to recruiting, select Scope of work & hires. Closing hiring does not close an existing engagement.
If a tab is missing
Some tabs are specific to a role. For example, talent does not see client Billing. If the whole Project fails to load, select Try again.