You can create a case in under a minute. Click "New Case" on your dashboard, type a title, and optionally add a description and team members. Your case becomes the workspace where you upload files, collaborate with colleagues, and run AI-powered document review.
What is a case?
A case is your digital file room for a single matter. It groups your documents, AI conversations, notes, and settings in one place. Every file you upload, every question you ask the AI agent, and every note you write belongs to that case.
Your cases are fully isolated from each other. Documents in one case cannot be seen or accessed from another. The AI agent only searches within the case you are working in.
Creating your first case
1. Open the new case dialog
From your dashboard, click New Case. A dialog opens where you fill in your case details.
2. Enter a case title
Give your case a clear, descriptive title. This is the only required field. A good title helps your team find the right case quickly on the dashboard. For example:
- "Smith v. Jones - Contract Dispute"
- "Acme Corp Internal Investigation - 2025"
- "Trial Exhibits - Phase 2 Discovery"
- "Project Alpha - Due Diligence Review"
3. Add an optional description
Use the description field to add context about your case. When your team works across several matters, a short summary of the scope, the parties involved, or the review objective helps everyone stay oriented.
4. Click create
Click Create Case. Hintyr creates your case and takes you straight to the workspace, where you can start uploading documents right away.
Adding team members to a case
You can add team members when you create a case or anytime after. During creation, the dialog lists your organization members. Select the colleagues who need access.
To add someone later, open your case, go to the Case Menu in the toolbar, and select Settings. Under the Case Members tab, search for organization members and add them.
For the full guide on managing team access, see Inviting team members to your e-discovery case.
Roles and permissions
Each case has two roles you should know about:
- Admin - Full control over the case. You can upload and delete files, manage members, change settings, run deduplication, export productions, and delete the case. The person who creates the case gets the admin role automatically.
- Editor - Day-to-day review access. You can upload files, view all documents, use the AI agent, write notes, and apply tags. Editors cannot delete the case, manage members, or change settings.
Roles are set per case. You might be an admin on a case you created and an editor on one where a colleague added you.
What to do next
Start by uploading your documents. Click Upload in the toolbar to add files from your computer, or drag and drop them into the browser window. Hintyr processes each file automatically so it is ready for viewing and AI-powered search.
Your new case appears on the dashboard alongside your other cases. The title, description, and member count are visible at a glance, so you can jump back into any case quickly.