Overview
Folders let you group related queries together so you can find them again quickly and keep a tidy record of your research. Depending on how your firm has set it up, folders may be called Engagements, Matters, or Topics — they all do the same thing.
From the chat box you can assign a new query to a folder before sending it. From the History panel you can search across queries, filter by folder, rename folders, archive them, and bulk-assign past chats. Account Owners and Admins can also rename the grouping itself in Organisation Settings — for example switching the label from Engagement to Matter.
Looking for how to share a folder with colleagues? See Sharing matters with your team.
Assigning a query to a folder from the chat box
You can put a query into a folder at the moment you ask it.
Open a new query (or follow-up) in the main chat box.
Click Add to Engagement (the label will reflect your firm's chosen name, e.g. Add to Matter) at the bottom of the chat box.
Either:
Pick an existing folder from the list, or use the Search Engagements box to find one, or
Click + New Engagement to create a folder on the fly and assign the query to it.
Ask your question as normal. The query and its answer are saved to the folder automatically.
Tip: If you don't assign a folder, the query is still saved to your personal chat history — you can move it into a folder later from the History panel.
Searching and filtering in the History tab
The History panel is where you go to revisit past work. Open it from the clock icon on the left-hand sidebar.
The Queries tab
The Queries tab lists every query you've asked, most recent first.
Use Search Queries to find a query by its text.
Click the Engagements filter on the right to narrow the list to one or more folders. Tick the folders you want, then click Apply. Use Clear All to reset the filter.
Click any query to reopen the full conversation.
The Engagements tab
Switch to the Engagements tab to see every folder you have, with a count of how many queries are in each.
Use Search Engagements to find a folder by name.
Click a folder to drill into the queries it contains.
Click + New Engagement to create an empty folder you can fill later.
Use the archive icon at the top right to view archived folders.
Managing your folders
From the Engagements tab in History you can rename, archive, and bulk-assign past queries to a folder.
Renaming a folder
Open the History panel and go to the Engagements tab.
Click the three-dot menu on the right of the folder you want to rename.
Choose Rename Engagement, type the new name, and press Enter to save.
Renaming a folder doesn't affect the queries inside it — they stay exactly where they are, just under the new label.
Archiving a folder
If a folder is finished — for example a matter has closed — you can archive it to hide it from your active list without deleting any work.
In the Engagements tab, click the archive icon on the row of the folder you want to archive.
Confirm if prompted. The folder moves into your archive view.
To revisit archived folders, click the archive icon at the top right of the Engagements tab.
Bulk-assigning past queries to a folder
If you've been using Law Cyborg for a while, you'll have queries that pre-date folders. You can sort them into folders in bulk.
Open the History panel and stay on the Queries tab.
Use search or the Engagements filter to narrow down the queries you want to move (for example, all queries mentioning a particular client's name).
Select the queries you want to move.
Choose Add to Engagement and pick the destination folder (or create a new one).
Tip: Queries can only live in one folder at a time. Moving a query to a different folder removes it from the previous one.
For Admins and Owners: renaming the folder grouping
This section is for Admins and Owners only. If you don't see the settings described below, ask your Owner to make the change for you.
By default, folders are called Engagements. You can change this to match the language your firm already uses — for example, many law firms prefer Matter. You can also enter a fully custom label.
Click your profile icon in the bottom-left, then open Organisation Settings.
Scroll to the Customisation section.
Under Query Grouping Name, click Update.
Choose a Singular Noun and a Plural Noun. Available options are:
Engagement / Engagements (default)
Matter / Matters
Topic / Topics
Custom… — type any label you like
Click Update to save.
The new label rolls out immediately across the app for everyone on your account — the chat box button, the History tab, filters, and all menu items update to the new wording. The folders themselves and their contents are unaffected.
Frequently asked questions
Q: What's the difference between a folder, an engagement, and a matter?
A: None — they are different names for the same feature. Your Owner or Admin chooses the label in Organisation Settings. We use folder, engagement, and matter interchangeably in this article.
Q: Is there a limit on how many folders I can have?
A: No. Create as many as you need.
Q: Can a query live in more than one folder?
A: No, each query lives in one folder at a time. Moving a query to a new folder removes it from the previous one.
Q: Can I take a query out of a folder without deleting it?
A: Yes — open the query, choose Add to Engagement, and either move it to a different folder or clear the assignment. The query stays in your chat history either way.
Q: If I rename a folder, do links or downloaded PDFs break?
A: No. Renaming only changes the label. The folder's queries, sources, and any documents you've already downloaded are unaffected.
Q: If our Admin changes the grouping name from Engagement to Matter, do my existing folders change?
A: Your folders and their contents stay exactly as they were — only the label used in the app changes. A folder called "Smith File 25" will still be called "Smith File 25".
Q: I archived a folder by mistake. Can I get it back?
A: Yes. Open the Engagements tab, click the archive icon at the top right to see archived folders, and restore the one you need.
Troubleshooting
I can't see the "Add to Engagement" button in the chat box
Refresh your browser to make sure you're on the latest version. If it's still missing, the chat history feature may be disabled for your organisation — check with your Owner, who can re-enable it in Organisation Settings under History & Feedback.
I'm an Admin but I can't find the grouping name setting
Scroll down within Organisation Settings — the Customisation section sits below Feature Visibility and Data Retention. If it's still not there, your role may be set to User rather than Admin; check under Account → My Team.
Still stuck?
Get in touch via the chat widget in-app.
Last updated: May 2026