# Overview

BriefTech is a document management platform for legal matters. It takes a set of raw documents — PDFs, Word files, emails, spreadsheets — and helps you organise, analyse, index, and package them into a court-ready bundle.

## The four-step pipeline

Every matter in BriefTech follows the same pipeline:

| Step           | Tab    | What happens                                                                |
| -------------- | ------ | --------------------------------------------------------------------------- |
| **1 — Upload** | Upload | Documents are OCR'd, converted to PDF, and indexed automatically.           |
| **2 — Review** | Review | You correct document metadata: dates, descriptions, and categories.         |
| **3 — Index**  | Index  | You build the List of Documents (LOD) — ordered, structured, numbered.      |
| **4 — Export** | Export | You generate a paginated PDF court bundle, or export the LOD as DOCX/Excel. |

Two workstreams run alongside the pipeline at any point:

* **AI Analysis** — Agents extract facts, classify documents, and detect duplicates.
* **Collaboration** — Share a workspace with colleagues and control their permissions.

## Key concepts

| Concept        | What it is                                                                                   |
| -------------- | -------------------------------------------------------------------------------------------- |
| **Workspace**  | A single matter or case. All documents, annotations, and exports for that matter live here.  |
| **LOD**        | List of Documents — the structured index that becomes the spine of your court bundle.        |
| **Credits**    | The unit BriefTech uses to measure AI usage. Consumed by OCR, agents, and bundle generation. |
| **Collection** | A named subset of documents within a workspace, used to segment the document set.            |
| **Preset**     | A saved LOD configuration (columns, serial numbers, bundle settings) applied in one click.   |

## Where to start

* New to BriefTech? → [Create an account and workspace](/tutorials/tutorials/set-1-upload/01-create-account-workspace.md)
* Want to understand a specific topic? → [Explanations](/explanations/explanations.md)
* Looking up a setting or field? → [Reference](/reference/reference.md)
* Need to do something specific? → [How-to guides](/how-to-guides/how-to-guides.md)

## Related resources

* [Tutorials — full walkthrough](/tutorials/tutorials.md)
* [Credits and billing overview](/tutorials/tutorials/set-8-billing/01-credits-billing.md) — concept
* [Orientation to the Review tab](/tutorials/tutorials/set-2-review/01-review-tab-orientation.md) — concept


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