The Vault

The Vault is a secure document library that helps firms to upload, organize, and manage legal documents.

The vault is integrated with Wansom AI's workspaces to help users easily review and extract information from the documents.

For firms handling complex litigation or high-volume transactional work, the Vault can:

Enhances efficiency

Reduces repetitive review

Preserves institutional knowledge

Strengthens internal collaboration

How to Use the Vault

Step 1: Access Your Account

Log in to your Wansom AI account

From your dashboard:

Click on Vault

You will be directed to your document repository

This is where all uploaded documents will be securely stored and organized.

Step 2: Upload Legal Documents

Click ‘Upload Document’ and select files from your device.

You may upload:

Pleadings

Contracts

Judgments

Affidavits

Legal opinions

Regulatory documents

Internal research memoranda

Ensure documents are clearly named for easy retrieval.

Step 3: Organize Documents Strategically

After uploading, categorize documents into folders by:

Client

Matter

Court level

Practice area

Transaction type

Best Practice: Use consistent naming across your firm.

Step 4: Accessing and utilizing the Vault

Once uploaded, you can create workspaces to review the uploaded documents, extract specific clauses from contracts uploaded, request summaries, and other things.