Create a New Project with Client/Matter Number

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If you are new to Nextpoint and wanting to set up your account and your first project, simply email sales@nextpoint.com with the following information:

  • Names and emails of users needing access to project
  • Project caption
  • Approximate number of pages

Our Client Success team will take care of the rest, and you will be notified when the project has been created.

Once we receive a customer’s completed hosting agreement, the project will be set up and you can start uploading documents immediately.


Adding Additional Projects to your Account

This functionality is for Account Administrators only.

Set up a New Project

A project is any collaborative enterprise that is designed to achieve a particular aim. A project could be a legal case or matter, an investigation, a document review, a collaborative data analysis, or a research activity.

Projects allow you to organize data and deploy resources to interact with that data in secure, nested databases. User permissions and access levels are all set on the database level.

To add a new project to your account, navigate to your Account Dashboard by clicking on the the displayed database name in the top left of your screen.

From here, click Manage Account.

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On the Projects tab, click on the green Create button located above the table. A drop down menu will appear.

Select Create New Project. 

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From there, simply add your Project Name, Client Number and Matter Number and click Save

Client Number and Matter Number will appear on all Nextpoint databases within this project and on your monthly Nextpoint statements to assist in billing.

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Add an Existing Database to your Projects

To add an existing database to your projects, click on the three dot menu next to your project name and select Add Existing Database.

Note: From this same three dot menu, you can also "Edit" and add Client and Matter numbers to any existing projects.

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Choose which database(s) you would like to add to your project and click Save. Any database added to the selected project will be removed from all other projects. 

In the alternative, you can create a new project as you are creating a new database. To add a new database, follow the instructions here.

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