# Casa Conect Docs

> Guides, administration and security documentation for Casa Conect: the agentic workspace for lawyers, notaries and property professionals, and the Shared Spaces where property transactions get done.

- [Casa Conect documentation](https://help.casaconect.ai/index.md): Learn how to work with Casa Conect: the agentic workspace for lawyers, notaries and property professionals, and the Shared Spaces where property transactions get done.
- [Quickstart](https://help.casaconect.ai/get-started/quickstart.md): Sign in, set up your workspace, and give the agent its first piece of work, in about ten minutes.
- [Core concepts](https://help.casaconect.ai/get-started/core-concepts.md): The building blocks of Casa Conect and how they relate: organizations, projects, vaults, matters, conversations, the inbox and Shared Spaces.
- [A tour of the workspace](https://help.casaconect.ai/get-started/workspace-tour.md): Find your way around Casa Conect: the sidebar, the side panels, the agent rail, the viewer and Settings.
- [Languages](https://help.casaconect.ai/get-started/languages.md): Casa Conect works in English and Spanish: the interface, the agent, search, email, and automatic translation inside Shared Spaces.
- [Get help](https://help.casaconect.ai/get-started/get-help.md): How to reach Casa Conect support, what to include so that we can help quickly, and where to look first.
- [The agent](https://help.casaconect.ai/agent/overview.md): What the Casa Conect agent is, where you meet it, what it can do, and how you stay in control of it.
- [How agents run in the cloud](https://help.casaconect.ai/agent/cloud-execution.md): Casa Conect runs your agents in the cloud, so you can close your computer and the work keeps going. How that works, why we built it that way, and how it is secured.
- [Conversations and the composer](https://help.casaconect.ai/agent/conversations.md): Start and organize conversations, attach files, reference documents, share what you are looking at, and use modes, skills and memory.
- [Tools](https://help.casaconect.ai/agent/tools.md): Everything the agent can do, grouped by area, with the risk tier that decides whether an action runs, is reviewed, or asks you first.
- [Permission levels](https://help.casaconect.ai/agent/permission-levels.md): Decide how much the agent may do before it checks with you: ask for approval, let a safety review approve for you, or grant full access.
- [Questions and approvals](https://help.casaconect.ai/agent/questions-and-approvals.md): How the agent asks for decisions, what each kind of card means, and how answers work when nobody is watching.
- [Skills](https://help.casaconect.ai/agent/skills.md): Skills are playbooks that teach the agent how your office does a particular kind of work. Use the built-in catalogue, write your own, or ask the agent to write them.
- [Guidance](https://help.casaconect.ai/agent/guidance.md): Standing instructions the agent follows in every conversation: your own, and your organization's.
- [Browser sessions](https://help.casaconect.ai/agent/browser-sessions.md): When a task needs a real website, such as a registry, a portal or a form, the agent can drive a browser in the cloud while you watch, and hand it to you when it needs a person.
- [Working well with the agent](https://help.casaconect.ai/agent/best-practices.md): Practical habits for getting accurate, useful work from the agent: briefing, reviewing, and knowing when to use a plan, a skill or a stronger model.
- [Models overview](https://help.casaconect.ai/models/overview.md): The AI models available in Casa Conect, who makes them, where they run, and how the Auto setting works.
- [Choosing a model](https://help.casaconect.ai/models/choosing-a-model.md): Which model to use for which kind of legal and property work, with a decision table, worked examples and a way to test your choice.
- [Model policies](https://help.casaconect.ai/models/model-policies.md): How organization admins control which AI models the team can use in the agent.
- [Matters](https://help.casaconect.ai/matters/overview.md): A matter is one piece of work the office has to deliver. Learn how matters are created, organized, filtered and shared.
- [Working with the agent on a matter](https://help.casaconect.ai/matters/working-with-the-agent.md): Hand a matter to the agent, follow its work on the activity timeline, answer its questions and approve what it drafts.
- [Matter templates](https://help.casaconect.ai/matters/templates.md): Give each kind of matter a consistent structure. Use the built-in templates, or write your own and share them with the organization.
- [Workflows](https://help.casaconect.ai/workflows/overview.md): Workflows are multi-step procedures the agent runs the same way every time. Learn what they are, how to start one and how they differ from an ordinary conversation.
- [Populate](https://help.casaconect.ai/workflows/populate.md): Fill a document template from the documents in a project. Every value is traced to its source, verified, and shown to you before it is applied.
- [Anonymize](https://help.casaconect.ai/workflows/anonymize.md): Turn a finished document into a reusable template. Sensitive values are replaced with placeholders as tracked changes, so you review exactly what was redacted.
- [Inbox](https://help.casaconect.ai/inbox/overview.md): The Inbox is where your agent's email conversations live, and where everything that needs a person's decision is collected.
- [The agent's email address](https://help.casaconect.ai/inbox/agent-email.md): Find your agent's address, bring it into a thread, and optionally give it an address on your own domain.
- [Approvals and the reply policy](https://help.casaconect.ai/inbox/approvals.md): Review, edit and send what the agent drafts. Choose whether the agent may reply by itself to people already on a thread.
- [Sender rules and pending approval](https://help.casaconect.ai/inbox/sender-rules.md): Control who can reach your agent by email. Understand how senders are verified, what is held for approval and what is dropped.
- [Documents by email](https://help.casaconect.ai/inbox/documents-by-email.md): Every user has a personal address for sending files into Casa Conect. Learn how it differs from the agent's address and when to use which.
- [The Vault](https://help.casaconect.ai/documents/vault.md): Where your documents live: private, organization and project vaults, uploads, versions, folder sync and permanent deletion.
- [The editor](https://help.casaconect.ai/documents/editor.md): A collaborative document editor with real page layout, headers and footers, tracked changes, version history, and Word and PDF export.
- [Tracked changes](https://help.casaconect.ai/documents/tracked-changes.md): How suggestions work in Casa Conect: reviewing the agent's edits, resolving changes in Word files, and how redlines survive the journey to and from Microsoft Word.
- [Word documents](https://help.casaconect.ai/documents/word-documents.md): How Casa Conect imports, edits and exports Word files: what is preserved, what is simplified, and how you are told.
- [Search](https://help.casaconect.ai/documents/search.md): How Casa Conect makes your documents searchable, for you and for the agent, in Spanish and English, without ever searching outside what you are allowed to see.
- [Casa Conect for Word](https://help.casaconect.ai/word-add-in/overview.md): The Casa Conect agent in a panel beside your Word document. Its edits arrive as native Word tracked changes, and your documents stay in step with the vault.
- [Install the Word add-in](https://help.casaconect.ai/word-add-in/install.md): Deploy Casa Conect for Word to your whole organization from the Microsoft 365 admin center, or add it to a single computer.
- [Working in Word](https://help.casaconect.ai/word-add-in/working-in-word.md): Ask the agent to work on your open document, review its tracked changes, and keep the document in step with your vault.
- [Shared Spaces](https://help.casaconect.ai/shared-spaces/overview.md): A Shared Space is a secure room for one property transaction, where every party collects documents, agrees the facts and schedules the dates. It is free to use.
- [Documents in a Shared Space](https://help.casaconect.ai/shared-spaces/documents.md): Build the transaction's document checklist, decide who provides and who may see each document, and run reviews and approvals.
- [Summary](https://help.casaconect.ai/shared-spaces/summary.md): The agreed facts of a transaction in one place, entered by the parties or extracted from the documents by AI, with a citation for every AI value.
- [Appointments](https://help.casaconect.ai/shared-spaces/appointments.md): Propose times for a viewing, an inspection or a signing, let every participant vote, and confirm the one that works.
- [Members and teams](https://help.casaconect.ai/shared-spaces/members-and-teams.md): Invite people to a Shared Space, organize them into teams, and understand how roles, team leaders and per-document permissions fit together.
- [Share links](https://help.casaconect.ai/shared-spaces/share-links.md): Give someone outside Casa Conect secure, limited access to part of a Shared Space, to view, answer questions, upload documents or vote on a date, without creating an account.
- [Connected sources](https://help.casaconect.ai/sources/overview.md): Every way information gets into Casa Conect and reaches the agent: uploads, email, synced drives, the web, and Microsoft Word.
- [Google Drive, OneDrive and SharePoint](https://help.casaconect.ai/sources/document-management-systems.md): Link a folder from your document provider to a vault and keep the two in sync, in both directions if you wish.
- [Email as a source](https://help.casaconect.ai/sources/email.md): How email gets into Casa Conect: the agent's address, your personal docs address, and your own domain.
- [The web and public sources](https://help.casaconect.ai/sources/web-and-public-sources.md): How the agent uses web search and cloud browser sessions to consult public information, and how to treat what it finds.
- [Administration](https://help.casaconect.ai/admin/overview.md): A map of everything an organization admin can configure in Casa Conect, and where to find it.
- [Members and invitations](https://help.casaconect.ai/admin/members-and-invitations.md): Invite people to your organization, change their roles, and remove them.
- [Roles and permissions](https://help.casaconect.ai/admin/roles-and-permissions.md): What organization admins and members can do, how projects narrow access further, and where Shared Spaces and the agent fit in.
- [Plans and billing](https://help.casaconect.ai/admin/plans-and-billing.md): What is free, what Casa Conect OS adds, how to get access, and how to manage payment details and invoices.
- [AI credits](https://help.casaconect.ai/admin/ai-credits.md): How AI usage is metered and paid for: what consumes credits, what each model costs, and how to control spending with auto-refill, budgets and per-member limits.
- [Your account and sign-in](https://help.casaconect.ai/admin/account-and-sign-in.md): Manage your profile, language, two-factor authentication and active sessions. Change your email address, or delete your account.
- [Security overview](https://help.casaconect.ai/security/overview.md): How Casa Conect protects client documents and correspondence: where data lives, who can reach it, how the AI agent is contained, and which third parties are involved.
- [Hosting and infrastructure](https://help.casaconect.ai/security/hosting-and-infrastructure.md): Where Casa Conect runs, how the network is protected, how uploads are scanned, and how data is backed up.
- [Authentication](https://help.casaconect.ai/security/authentication.md): How people sign in to Casa Conect: passwordless email codes, authenticator-app MFA, session management and re-authentication for sensitive changes.
- [Access control and tenant isolation](https://help.casaconect.ai/security/access-control.md): How Casa Conect decides who can see what: organizations, roles, projects, per-document permissions, and the layers that keep one customer's data away from another's.
- [Encryption](https://help.casaconect.ai/security/encryption.md): How data is encrypted in transit and at rest, and how file access is protected.
- [AI data handling](https://help.casaconect.ai/security/ai-data-handling.md): Exactly which AI services process your content, for what purpose, where they run, and what controls you have.
- [Agent safety](https://help.casaconect.ai/security/agent-safety.md): How the Casa Conect agent is contained: borrowed access, defences against prompt injection, tool limits that tighten when nobody is watching, and human checkpoints on everything that leaves.
- [Email security](https://help.casaconect.ai/security/email-security.md): How mail to and from the agent is received, authenticated, scanned, gated and sent.
- [Subprocessors](https://help.casaconect.ai/security/subprocessors.md): The third-party services involved in running Casa Conect, what each one does, and what data it handles.
- [Privacy and your data](https://help.casaconect.ai/security/privacy.md): What Casa Conect records about how you use the product, how customer content is kept out of analytics, and how to delete your account, your organization and your data.
- [Reporting a security concern](https://help.casaconect.ai/security/responsible-disclosure.md): How to report a suspected vulnerability or a security incident affecting your organization.
- [How Casa Conect is built](https://help.casaconect.ai/reference/overview.md): The applications and components that make up Casa Conect, and the principles that hold them together. Written for IT and technical reviewers.
- [Components](https://help.casaconect.ai/reference/components.md): What each part of the Casa Conect platform is responsible for: the agent runtime, background jobs, the editor, the document engine, search, storage, email, integrations, billing, the API and observability.
- [Data flows](https://help.casaconect.ai/reference/data-flows.md): Four journeys through Casa Conect, end to end: a message to the agent, a document becoming searchable, an inbound email, and a collaborative edit.
- [Changelog](https://help.casaconect.ai/changelog.md): What is new in Casa Conect and in these docs.

## Optional

- [casaconect.ai](https://casaconect.ai)
- [Contact support](mailto:support@casaconect.ai)