> For the complete documentation index, see [llms.txt](https://help.paxton.ai/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paxton.ai/help/matters/using-matters-in-paxton-ai.md).

# Using Matters in Paxton AI

\
Using Matters in Paxton

We've redesigned the Paxton workspace so that your **matter** sits at the center of everything you do — chats, documents, and the AI assistant now live inside the matter they belong to. This article explains the new model, where things have moved, and a few temporary limitations to be aware of while we finish the transition.

<figure><img src="/files/YGPRCZFtAltp8ROltinG" alt=""><figcaption></figcaption></figure>

> **TL;DR** — The matter is now your home base. Anything that wasn't already linked to a matter has been collected into a new, read-only **Unassigned** matter, so nothing is lost. Chats can be moved out of Unassigned into the right matter. Files in Unassigned can't be moved yet — there's a workaround below.

### What a matter is

A matter is the container for a single client or case. Everything you do in Paxton — every chat with the AI assistant, every uploaded document, every Medical Chronology — belongs to a matter. Grouping work this way keeps each client's materials separate and makes it harder to accidentally mix files or chats across cases.

### The new landing experience

When you open a matter, you'll land on that matter's own workspace instead of a global view. From the left sidebar you can jump to:

* **Matter Overview** — the at-a-glance summary for the matter
* **AI Assistant** — chats scoped to this matter
* **Files** — documents you've uploaded to this matter
* **Matter Files** — the organized file structure (for example, Medical Chronology folders)

This is the change you'll notice first: your work is grouped by matter rather than scattered across a single global drive.

The two tabs you'll spend the most time in have their own articles:

* **Matter Overview →**
* **Matter Files →**

### The Unassigned matter

To make sure nothing got dropped during the transition, we created a special matter called **Unassigned**. You'll see it in your matters list with a **VIEW ONLY** badge.

> "We've saved your previous chats and documents here because they weren't associated with a matter."

Anything that wasn't already linked to a matter — older chats, files uploaded outside a matter context — now lives here. Think of it as a triage bin: a place to find and re-home older work.

#### What you can do in Unassigned

| Item      | Movable? | Notes                                                          |
| --------- | -------- | -------------------------------------------------------------- |
| **Chats** | Yes      | Open a chat in Unassigned and move it into the correct matter. |
| **Files** | Not yet  | Files remain in Unassigned for now — see the workaround below. |

#### File moves: a temporary limitation

The current file experience doesn't yet expose a **Move** action, so files that landed in Unassigned can't be reassigned to another matter through the UI today.

**Workaround for files stuck in Unassigned**

1. Open the **Unassigned** matter.
2. Download the file to your computer.
3. Open the destination matter and re-upload the file there.

We expect this to be rare. For the past several months we've been blocking new uploads that aren't associated with a matter, so most files are already in the right place.

### What to expect when you log in

The first time you open Paxton after this change, you'll see a short in-app tour that:

1. Flags that your workspace has been reorganized.
2. Walks you through the matter landing state, the Unassigned matter, and the new file picker.

### FAQ

**Where did my old chats go?** If they weren't linked to a matter, they're in Unassigned. Open the chat, then move it into the matter it belongs to.

**Can I attach a file from a different matter to my current chat?** No — the file picker is scoped to the current matter plus Unassigned. If you need a file from another matter, download it from that matter and upload it into the one you're working in.

**Will I lose anything during this transition?** No. Everything that wasn't already in a matter has been preserved in the Unassigned matter.

### Need help?

If something looks off or a file that should be in a matter ended up in Unassigned, reach out to support at **<support@paxton.ai>** and we'll help you sort it out.<br>


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