New Updates to Paxton
We've rolled out a redesigned workspace that puts your matter at the center of everything you do in Paxton — chats, documents, and the AI assistant all now live inside the matter they belong to. This article walks through what's new, where things have moved, and a couple of temporary limitations to be aware of while we finish the transition.
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.
The new landing experience
When you open a matter, you'll land on the 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 (e.g., 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 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
Chats
Yes
Open a chat in Unassigned and move it into the correct matter.
Files
Not yet
Files in Unassigned remain there for now — see the workaround below.
File moves: a temporary limitation
The current file experience does not 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
If a file in Unassigned needs to live inside a specific matter:
Open the Unassigned matter.
Download the file to your computer.
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.
Picking files in chat (matter-scoped)
When you attach files to a chat or to a Medical Chronology, the Add from Matter Files picker now shows a focused list:
Files from the matter you're working in (the default)
Files from Unassigned (so you can still reach older items that haven't been moved yet)
You won't see files from other matters in the picker. This is intentional — we're reinforcing matter-centricity so it's harder to accidentally pull a file from the wrong client or case into a chat.
Why we exposed Unassigned in the picker We know files in Unassigned can't be moved yet, so making them pickable from any matter is a stop-gap that lets you keep working without the download/re-upload dance every time. Cross-matter file picking represented a small share of how the picker was actually used in the past, so for most workflows this scoping should feel natural.
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:
Flags that your workspace has been reorganized.
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.
Why can't I move files out of Unassigned? The new file experience hasn't shipped a Move action yet. Until it does, use the download/re-upload workaround above.
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, [email protected] and we'll help you sort it out.
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