Getting Started

This guide gets you signed in to Sentinel and oriented in the interface.

Signing in

Open your tenant's Sentinel URL (your administrator or welcome email provides it) and sign in with your email and password.

Sentinel separates the login / account service (the control plane) from the application. When you sign in, the control plane verifies your identity and issues your session; the application then loads with your tenant's data.

First sign‑in (new accounts)

If your account was just created — for example, you were invited by an administrator or received trial credentials — your first sign‑in may walk you through a short setup:

1. Set a new password. Accounts created with a temporary password are prompted to choose a permanent one on first login. You can't reuse the temporary password.
2. Enroll in two‑factor authentication (2FA). If your tenant requires 2FA, you'll be guided to set up an authenticator app (scan the QR code, enter the 6‑digit code). After enrollment you'll enter a code from your authenticator each time you sign in.

Trouble signing in

• Forgot password — use the Forgot password link on the login page to receive a reset email.
• Lost your 2FA device — ask a tenant administrator to reset your 2FA (see Administration → Users & roles).
• "Subscription expired" / account locked — trial or lapsed accounts see an informational page directing you to your account contact. Reach out to your administrator or the address shown on that page.

The Home hub

After signing in you land on a Home hub designed to get you moving quickly. It includes:

• An omnibox where you can type a question or command for Emma, or start a search.
• Quick actions — start a live session, open research/chat, browse documents.
• Briefing signals — at‑a‑glance counts for things like matters, ingestion progress, alerts, and your next calendar event.
• Recent matters — pick up where you left off.

Selecting a matter

Most work in Sentinel happens inside a matter (a case, deal, or property transaction). Use the matter selector in the sidebar to choose your current matter. Once selected, the sidebar expands to show that matter's workspace — overview, documents/data room, review, analysis, and so on — and the URL reflects the selected matter so you can bookmark or share deep links.

You can switch matters at any time from the same selector. To see everything you have access to, open the Matters list (called Deals or Deal Pipeline in transactional / real‑estate modes).

Finding your way around

The left sidebar is your primary navigation. What you see there depends on two things:

1. Your tenant's practice mode (Litigation, Transactional, or Real Estate) — this determines whole sections of the app. See Core Concepts → Practice modes.
2. Your role — administrators see administration tools that other users don't. See Roles overview below.

Common top‑level destinations:

• Home — the orientation hub.
• Sessions — recorded depositions, interviews, and meetings.
• Privileged Chat / Research — the unified Emma chat and research surface.
• Matters / Deals — your list of cases or deals.
• My Library / Firm Library — personal and firm‑wide document collections.
• Calendar — scheduling with relationship briefing.
• Help — in‑app walkthroughs and guidance.
• Administration — (admins) users, settings, API keys, audit log, and more.

When a matter is selected, matter‑scoped sections appear below — for example Data Room, Doc Review, Productions, Analytics, and analysis tabs.

Roles overview

Your role controls what you can see and do. The tenant‑level roles are:

Within a matter, an attorney's specific access level (full, read‑only, or limited) is set when an admin assigns them to that matter. See Core Concepts → Access control.

Next steps

• Read Core Concepts for the full mental model.
• Jump into a feature: Data Rooms & Uploading Documents, Search & Research, or Emma — the AI Assistant.