Organize Matter

Organize a matter in GC AI

Set up a GC AI project around a matter and attach its documents, so later playbook runs and questions can be scoped to just that matter.

Steps

1. Create the project. Call create_project with a clear, specific name (for example the counterparty and deal, or the matter name the user gave). If a fitting project may already exist, check get_projects first and reuse it instead of making a duplicate.

2. Bring the documents in. For each file the user wants in the matter, upload it (upload_file, or start_file_upload plus finish_file_upload for a sandbox file) and poll get_files({ id }) until ready.

3. Attach them. Call attach_to_project for each ready file. Use detach_from_project if the user wants something removed.

4. Confirm the matter. Report back what the project now contains, and offer the natural next step: run a review playbook against the matter, or ask a question scoped to it.

Notes

• A project is the unit that later review and Q&A scope to, so name it for how the user thinks about the matter, not the file names.
• Do the uploads and attachments in one turn; poll uploads to ready before attaching.