What is a Dossier?
A Dossier is a curated collection of documents that forms the factual basis for your legal work in LexHub. When you select a Dossier in the Assistant or a Review, the AI draws only from the documents inside it — keeping answers grounded in the right material and nothing else.
Think of a Dossier as your matter file. Instead of uploading documents one by one each time you start a conversation, you set up a Dossier once and select it whenever you need to work on that matter.
When to use a Dossier
You don't need a Dossier for every task. For quick, one-off questions with a single document, uploading a file directly in the Assistant is often faster. Consider setting up a Dossier when:
A matter involves multiple documents that you will return to repeatedly
You want to ensure the AI only draws from a specific set of documents
You are working on an ongoing matter with a defined document set
You want colleagues working on the same matter to use the same document base
Creating a Dossier
Step 1: Open the Dossiers section Go to Dossiers in the main navigation. Here you will see an overview of all your existing Dossiers.
Step 2: Create a new Dossier Click Create dossier and give it a clear, descriptive name that reflects the matter it relates to — for example, "Merger – Company X" or "Employment Dispute – Q3 2025."
Step 3: Add your documents You can add documents to a Dossier in several ways:
Manual file upload — Upload documents directly from your device
Google Drive — Sync documents from a connected Google Drive folder
SharePoint — Sync documents from a connected SharePoint library
OneDrive — Sync documents from a connected OneDrive folder
Email sync — Forward documents to your Dossier via email
Step 4: Use the Dossier in your work Once your Dossier is set up, select it when starting a conversation in the Assistant or when creating a Review. The AI will draw exclusively from the documents in that Dossier when generating its response.
Keeping your Dossier up to date
As a matter evolves, you will likely need to add new documents to your Dossier. You can add files manually at any time, or rely on your connected integrations to keep the Dossier in sync automatically if you are using Google Drive, SharePoint, or OneDrive.
For email-based workflows, you can forward relevant documents directly to your Dossier without leaving your inbox.
Using a Dossier in the Assistant
When starting a conversation in the Assistant, open the Dossier selector and choose the relevant Dossier. The AI will limit its context to the documents inside it for that conversation. This ensures that answers are grounded in your specific matter documents rather than drawing from broader sources.
You can combine a Dossier with legal source selection — for example, using a Dossier of contract documents alongside EUR-Lex to check clauses against applicable legislation.
Using a Dossier in Reviews
When creating a Review, you can add documents directly from a Dossier rather than uploading them individually. This is particularly useful for matters where you already have a structured document set and want to run a consistent analysis across all of them.
Tips for getting the most out of Dossiers
Name Dossiers consistently. A clear naming convention — such as matter type, counterparty, and date — makes it easy to find the right Dossier quickly, especially as your workspace grows.
Keep Dossiers matter-specific. A focused Dossier produces more precise AI responses. Avoid mixing documents from unrelated matters in the same Dossier, as this can dilute the AI's context.
Use integrations to reduce manual work. If your documents live in Google Drive, SharePoint, or OneDrive, connecting LexHub to those services means your Dossier stays up to date without manual uploads every time a new document is added.
Combine with Projects. A Dossier organises your documents; a Project organises your work. Used together, they give you a complete matter workspace where your source documents and your conversations are all in the right place.