Overview

A persistent sidebar workspace with Notes, Playbook, and Library tabs — the memory layer that makes the AI Assistant a true workspace.

My Desk is the persistent right-panel sidebar in the AI Assistant. It is always available while you work, giving you a dedicated space to capture ideas, store reusable prompts, and access your document library — all without leaving the conversation.

Three tabs

Notes

A rich text notepad for capturing thoughts, checklists, and reference material as you work. Notes support tables, task lists, code blocks, and priority badges. Cross-reference notes to specific Matters and Chats so context is never lost.

Playbook

Your prompt library. Organize personal prompts, use the AI-powered Prompt Architect to build new ones step-by-step, and browse the Starter Pack of pre-built prompts organized by practice area.

Library

Quick access to your documents and matter files directly from the sidebar. Browse, search, and open files without navigating away from the Assistant.

Why My Desk matters

Without My Desk, the AI Assistant is a stateless chatbot — you ask a question, get an answer, and start over. With My Desk, you have a persistent workspace that remembers your notes, stores your best prompts, and keeps your documents within reach. It turns a conversation into a workflow.

My Desk is available on every screen where the AI Assistant appears. Your notes, prompts, and library follow you across Matters and conversations.

Next steps

Notes

Rich text notes with priority badges, cross-referencing, and search.

Playbook & Prompts

Create, organize, and discover prompts with the Prompt Architect and Starter Pack.