Introduction

The My Work Dashboard is the central workspace in Legitt AI and serves as the primary landing page after login.

It is designed to provide users with a unified view of all ongoing contract-related activities, pending actions, alerts, and quick access to key workflows.

The dashboard acts as a personalized command center where users can:

• monitor pending approvals

• review contracts awaiting action

• track expiring contracts

• access key workflows

• create new contracts

• interact with AI assistants

• view reminders and nudges

Instead of navigating across multiple modules, users can perform most daily tasks directly from this page.

The My Work Dashboard improves productivity by ensuring users always know:

• what needs immediate attention

• what tasks are pending

• what contracts require action

Figure Image 6.1 — My Work Dashboard Overview

1. Overview

My Work opens when you click My Work in the navigation panel, and it is where most sessions begin. It gives you four fast ways to start working:

• Template pills — start a common contract type, such as an NDA, in one click.

• Ask Lana — type a question or pick a suggestion to get an AI answer.

• Workflow cards — launch a complete workflow such as e-signature, draft and review, or obligations & renewals.

2. Quick Start from a Template

What it's for: starting a new contract from a ready-made template, such as an NDA.

Before you start: you are on My Work and want to create a new contract.

1. Click a template pill for the contract type you want, for example NDA. Legitt AI creates that contract type and opens it in the editor.

2. The template loads pre-filled and ready to edit.

3. Edit the contract, then save it and send it onward. It is stored in My Drive and routed to the people you choose.

3. Ask Lana

What it's for: getting a quick AI answer, or finding contracts, without navigating away.

Before you start: you are on My Work and have a question or a task in mind.

1. Type a query in the input, or click one of the suggestion chips to submit a ready-made question.

2. Lana processes your request and returns an answer, or a list of contracts that match.

3. Act on the result - open a contract from the list, or refine your query to narrow it down.
4. To revisit earlier questions, open your history using the clock icon. Your past conversations are shown there.

4. Upload a Document

What it's for: bringing an existing document into Legitt AI to work on.

Before you start: you have a file on your device that you want to work on.

1. Click + Upload doc, or drag and drop a file onto the input.

2. Legitt AI ingests and processes the document. It is parsed and made ready for review or extraction.

3. Choose your next action - send it to sign, review, or extract - and Legitt AI routes you there.

5. Launch a Core Workflow

What it's for: starting a complete, guided workflow when you already know what you need to do.

Before you start: you are on My Work and know which workflow you need.

Click the workflow card that matches your task. Each card opens a dedicated flow:

5.1 E-Signature (Upload & Sign)

1. Click the E-Signature card. The signature flow opens.

2. Upload your document and send it for signature.

5.2 Draft · Review (Create & AI Review)

1. Click the Draft · Review card. The draft and AI-review flow opens.

2. Create or load the contract and let Lana review it for issues.

5.3 Obligations · Renewals (Upload & Extract)

1. Click the Obligations · Renewals card. The extraction flow opens.

2. Upload a contract to extract obligations, renewal dates, and key terms.