Marshall Help

Marshall is a secure legal workspace: you organise work into matters, attach the documents that belong to each matter, ask questions grounded in those documents and in Marshall's uniquely developed legal library, and export the results as practitioner-reviewed work product in Word, PDF, or Excel. Every answer remains a draft until a practitioner has verified it.

Starting out

• Getting started Signing in with the account your administrator issued, and a tour of the workspace.
• Asking research queries The query box, the predetermined starters, your own saved queries, and what a query costs.

Working on a matter

• Matters and documents Creating matters, uploading documents, the Matter Library categories, and hearing bundles.
• The Legal Library The shared shelf of summaries of judgments and other legal material, available to every matter.
• Exports and work product Word and PDF exports, the List of Authorities, and the review notice on every document.

Beyond the browser

• Marshall for Word The task-pane add-in that brings answers and authority checks into Microsoft Word.

Data governance

• Subprocessor notice Every third party that processes data when you use the platform, and exactly what each receives.
• Data retention schedule How long each kind of data is kept, what deletion removes, and what persists in backups.
• Personal Information Collection Statement The platform's PDPO notice: what personal data is collected, why, who receives it, and how to make an access or correction request.

When something goes wrong

• Troubleshooting Signed out unexpectedly, uploads that fail, and when to contact your administrator.