What is casepal Library & When to Use Library

Centralize your organization's knowledge with searchable templates, precedents, memos, and matter files.

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1. What is the Library?

Library is your organization's centralized knowledge repository. It stores and organizes templates, precedents, legal memos, case files, policies, and any other documents your team needs to access and reference. The Library integrates seamlessly with the Assistant and task-specific tools, enabling you to search, retrieve, and work with your institutional knowledge alongside external legal sources.

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Use the Library for:

Standard templates and forms (contracts, clauses, policies)

Precedent transactions and filings

Internal legal memos and analysis

Matter files and case materials

Training materials and guides

Client playbooks and standards

Approved language and clauses

Any frequently referenced organizational documents

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Collaborative knowledge creation:

Library is accessible to all users in your organization (unless configured otherwise), and all users can upload documents and contribute to building institutional knowledge. This collaborative approach ensures your Library grows organically as your team works, capturing precedents, templates, and insights across all practice areas and matters.

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2. When to Use the Library

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Upload to Library when:

Documents will be referenced or reused across multiple matters or tasks

You want documents to be searchable across your organization

Building institutional knowledge and precedent banks

Creating a centralized repository for templates and standard forms

Documents need to be accessible to multiple team members

Syncing documents from SharePoint or document management systems

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Use attachments in Assistant/tools instead when:

Working with one-off external documents (counterparty contracts, client materials)

Documents are matter-specific and won't be reused

Quick analysis that doesn't require precedent research

Documents are confidential to a specific matter and shouldn't be in shared repository

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Search Library when:

You need to find extracts across different documents

You need to find and analyze multiple relevant documents

You're researching how your organization has handled similar issues

You want comprehensive results across your knowledge base

The Assistant will determine relevancy and select the most appropriate sources

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Use Library Picker when:

You need to work with the document as a whole

You already know which specific documents you need

You want to work with particular templates or precedents by name

You're browsing folders to select known documents

You need to reference specific matter files or client materials

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Example decision points:

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