Quickstart
Sign in, set up your workspace and hand the agent its first task, in about ten minutes.
Core concepts
Organizations, projects, vaults, matters, Shared Spaces and the agent, and how they fit together.
Work with the agent
The agent
What it can do, where you meet it, and how you stay in charge.
Choosing a model
Which model suits which kind of work.
Running in the cloud
Why you can close your laptop, and how sessions are secured.
Permission levels
Decide how much the agent may do before it checks with you.
Skills
Teach the agent how your office does things.
Workflows
Fill templates from your documents, and turn documents into templates.
Run your practice
Matters
One list of everything the office has to deliver.
Inbox
An email address for your agent, with a person approving what leaves.
Documents
Vaults, the editor, tracked changes, Word and search.
Word add-in
The agent beside your document, editing with Word’s own tracked changes.
Shared Spaces
One secure room for each transaction, for every party. Free to use.
Connected sources
Drive, OneDrive, SharePoint, email and the web.
Administer and assess
Administration
Members, roles, billing, AI credits and policies.
Security
Hosting, encryption, access control, AI data handling and subprocessors.
Platform reference
How Casa Conect is built, component by component.
Casa Conect is available in English and Spanish. These docs are currently in English.