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This guide takes you from your first sign-in to a reviewed piece of work by the agent. If you have been invited to a Shared Space and only need to take part in a transaction, skip to Joining a Shared Space.

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1. Sign in

Go to app.casaconect.ai and enter your email address. We send you a one-time code. There is no password to create. Enter the code and you are in.

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2. Set up

The first time, Casa Conect asks for up to three things.
1

Complete your profile

Add your name and a photo, so that colleagues and clients can recognize you.
2

Set up your workspace

If you signed up with a company email address, you are offered a workspace for your office, with a suggested name. Choose Create workspace. If you are only here to take part in someone else’s Shared Space, choose I’m here as an individual. You can create a workspace later from Settings.
3

Answer your invitations

Accept or Decline any Shared Spaces you have been invited to.

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3. Get Casa Conect OS

The agent, matters, the editor and the agent’s inbox are part of Casa Conect OS. On the home screen, choose Request access on the Casa Conect OS card. Once your organization has been enabled, an admin registers a card and the whole team has access. See Plans and billing.
Shared Spaces, your private vault and your personal docs address are free, and they work without Casa Conect OS.

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4. Give the agent something to read

The agent is only as good as what it can reach.
1

Create a project

In the sidebar, choose New project and name it after a real piece of work, such as Andersson — Son Vida purchase. Decide whether everyone in the organization may open it, or only the people you add.
2

Upload some documents

Open the project’s vault and drag in the documents you have: the draft contract, the nota simple, the emails saved as PDFs. Files can be up to 50 MB each, and they become searchable within a few minutes.

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5. Your first conversation

Choose New agent, select your project in the composer, and ask for something real.
Watch the agent work. You see each step, such as Searched your documents or Read the document, as it happens. You can close the tab whenever you like: the work continues in the cloud.

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6. Ask it to edit

Now ask for a change to a document:
The agent’s edits arrive as tracked changes. Open the document, read each one, and accept or reject it. Nothing the agent writes replaces your text until you say so. See Tracked changes.

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7. Next steps

Set up the agent's inbox

Forward a client’s email to the agent and let it file, draft and open a matter.

Create your first matter

Give a piece of work an owner, a status and a deadline, and assign it to the agent.

Tell it how you work

A few lines of guidance save you from repeating yourself.

Install the Word add-in

Work with the agent inside Microsoft Word.

Turn on two-factor authentication

It takes two minutes.

Learn the concepts

How the pieces fit together.

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Joining a Shared Space

If someone has invited you to a Shared Space:
  1. Open the invitation email and choose Create Your Account, or sign in if you already have one. Use the same email address the invitation was sent to.
  2. Accept the invitation.
  3. Open the space. Under Documents you see what you are expected to provide. Under Summary you see the facts of the transaction that have been shared with you. Under Appointments you can vote on proposed dates.
You do not need a subscription or a workspace. See Shared Spaces. If you received a share link instead of an invitation, open it. There is no account to create. See Share links.