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Move between the main areas of James, return through the page trail, and set how the left menu stays open.

Resolve workspace-access messages and switch to another workspace available to your account.

Open your notifications, review contract updates, and mark notifications as read.

Start a conversation with James, use a ready-made prompt, and return to or remove recent conversations.

Review a contract update or deletion proposed by James before you approve or cancel the action.

Send a feature request to House of Control through the product portal from anywhere in James.

Find your way back when James cannot open a page, then retry or contact House of Control if the problem continues.

Understand the personal and organization information shown in your James profile.

Search and filter the Contracts list to find contracts by ownership, status, or relationship.

Understand the information and sections available when you open a contract in James.

Upload signed contract files and group related documents so James can prepare drafts for review.

Find contract imports, check their progress, and accept or decline selected imports ready for review.

Review extracted contract details against the uploaded files, correct the draft, and create the contract in James.

Update a contract’s details, duration, payment plan, counterparties, tags, and additional fields.

Understand the details, counterparties, duration, payment plan, and additional fields available on a contract.

Attach files to an existing contract, preview its documents, or permanently delete a file you no longer need.

Enable reminders for a contract’s termination deadline or expiration date and set when James reminds you.

Open a contract’s activity history to review recorded activity and changes for that contract.

Permanently delete a contract and its history when you no longer need the record in James.

Search and filter the vendor register to find and open a vendor record.

Add a vendor by looking up a company in a registry or entering its details manually.

Understand the information and contract figures shown on a vendor record, so you know what each detail represents.

Update saved vendor details and internal notes from a vendor record.

Add, edit, or delete contact persons on a vendor record so vendor contacts stay up to date.

Add or remove available fields on a vendor record, or set a field to appear on every vendor.

Reactivate an inactive vendor or permanently delete a vendor you no longer need.

Review the activity recorded for a vendor, including detail, contact person, and field changes.

Update your workspace name and default role for new members, and find its identifying and storage details.

Invite people to your workspace, update their roles, or remove their access when they no longer need James.

Review activity across your workspace and filter the log by person or kind of activity.

Understand the people, content, activity, and AI usage information for your workspace.

Review your current subscription and available plans, then continue to checkout for the plan you select.

Find completed-purchase invoices in your billing history, then view an invoice or download its PDF.