Projects

A project is the workspace where the work happens. It bundles a template, a set of contracts, a member list, and its own settings into one container. Create a separate project per deal, per counterparty, or per matter, depending on how you work.

Most teams use one project per transaction. Some run a long-lived project per vendor portfolio. There is no wrong answer; the project is simply the unit of scope.

Creating a Project

From the Projects list, click New Project. You will fill in:

• Name: the deal, the counterparty, the matter number. Something you will recognize at a glance three weeks from now.
• Icon: pick from a curated set of Material Symbols and a 10-color palette. Skip it and Term Tracker falls back to colored initials generated from the name.
• Template: the structured definition of what the AI will extract. Pick the one that matches the kind of contracts you are about to analyze.

TIP

The template is locked once the project is created. You can toggle which fields are active later, but you cannot swap templates. Pick deliberately.

Opening a Project

Clicking into a project drops you into its own scoped view:

• Topbar breadcrumb: shows the project name so you always know where you are.
• Left sidebar: Overview, Documents, Analysis, and Settings. Each one swaps the main area.
• Main area: the content shifts with your sidebar selection. Overview is the landing page; Documents is the contracts list; Analysis is the matrix; Settings is project configuration.

Overview is the dashboard: recent activity, storage usage, member list at a glance. Documents is where you upload and manage contracts. Analysis is where the matrix lives. Settings is where you change the shape of the project.

Members at a Glance

Every project has its own member list, separate from any other project you are in. Members get one of three roles:

• Owner: full control, including inviting members and deleting the project.
• Editor: uploads, analyzes, edits values.
• Viewer: read-only.

Invite collaborators by email from the Overview page's Members card. If they already have a Term Tracker account, they will see the project appear in their list. If they do not, they will get a signup link that auto-accepts the invite after they register. Existing members can be promoted, demoted, or removed from Settings → Members.

→ For more detail, see Inviting Members.

Project Settings, At a Glance

The Settings panel is where you rename the project, change the icon, manage members (role changes and removals), and delete the project. Everything that shapes the project lives here. Active template fields are configured on a dedicated Fields tab in the project sidebar.

→ For more detail, see Project Settings.

Storage Usage

The Overview page shows the project's current storage usage. That number is computed from the file sizes of every contract uploaded to the project, plus any exports you have generated. It updates as you add and remove files.

Most projects stay well under any practical limit. If a single deal is unusually large (say, hundreds of scanned PDFs), the Overview is where you will see it first.

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→ For more detail, see Templates & Fields. → For more detail, see Inviting Members. → For more detail, see Project Settings.