CounselHQ Support

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Many pages in your CounselHQ dashboard have a button that offers page-specific guidance. Look for it in the white subheader, just below the top blue header.
Click on the button to:
  • read a general overview about that page
  • learn about the things you can do on that page
  • learn about the links you can follow from that page

Contact Us

Please feel free to contact us with any questions or feedback.

Phone
(312) 549-9625
Email
support@counselhq.com

CounselHQ Overview


CounselHQ is designed for professionals and organizations that frequently work on similar types of documents, whether that’s contracts, sales proposals, marketing materials, research articles, or something else. We help you rely on your past work product so you don't have to reinvent the wheel with each new document. This enables you to work faster and ensure consistency across your documents and organization.

Simply upload your documents to our platform, and CounselHQ makes it possible for you to search through those documents using keywords, phrases, sentences, or entire paragraphs.

In addition to showing you relevant search results, we also de-duplicate language across your documents (so if a sentence or paragraph appears in 100 documents, we aggregate them into a single search result) and dynamically display those results as redlines, highlighted text, or plain text. Furthermore, we make it simple to annotate search results with tags and notes so you can better filter your future searches or provide your colleagues with helpful commentary.

Best of all - with our Microsoft Word addin, CounselHQ continuously searches your documents for relevant language as you type and move around your document.

You can check out our pricing page to learn more about our Free and paid plans, or read through the remainder of this page to learn more about CounselHQ and how to get started.

Quick Start


1 - Sign Up

Click here to sign up for an account if you haven't done so already.

2 - Create a Folder

In your browser (not in our addin), log into your CounselHQ dashboard and click the "FOLDERS" link in the top blue header. Then click Add Folder to create your first folder.

3 - Upload Files

Click on the name of the folder you just created to visit that folder's page. From there, click on "Upload" in the white subheader and follow the instructions to upload one or more files. It should only take a few short moments for us to process your files.

4 - Start Searching

[WEBSITE] Click on the "SEARCH" link on the top blue header of your dashboard and start typing in the search box.

[ADDIN] Make sure you're logged into your account (must be done from the addin) and then click on the Start Using Addin button to open the addin search page. With the addin search page open, simply type in or move your cursor around your Microsoft Word document to automatically search for relevant content from your documents.

Your Dashboard


All CounselHQ dashboard pages have a blue header at the top of page.

Log in to CounselHQ to access to your dashboard. The CounselHQ dashboard is comprised of 4 main sections of functionality: Search, Folders / Files, Tags, and Account Information.

Search


Unlike many other solutions that think in terms of files, CounselHQ thinks in terms of paragraphs and sentences. When you search, you can choose which type of results to display. Paragraph mode (the default mode) is great for reviewing and comparing terms across your contracts and jump-starting your writing process for a particular topic. Sentence mode is better when you'd like to dive into a topic at a more granular level or refine the content you are writing or editing.

CounselHQ's powerful search functionality is optimized to allow you to search using entire sentences and paragraphs, not just one or a few keywords. We generally search for all the words in your query rather than looking for exact phrases. We also look for results that contain words beginning with the words in your query (i.e., if you search for "term", we will also show you results containing "termination"). As a final note, your searches are not case sensitive (though the redlines are).

Multiple Display Modes

We dynamically present each search result in a format that we think will be most helpful to you. For search results that are very similar to your query, we show you a redline (or text comparison). In other cases, our software displays either highlighted text (with words common to both search query and search result highlighted) or plain text.

Search Result Redlines

We treat the search result as the "original" text and your search query as the "revised" text.

This text is in your search query but not the search result. This text is in the search result but not your search query. This text is the same in both your search query and the search result.

Note that the colors in the search result redline (red and blue) are unrelated to the color of text in your documents - they just represent additions and deletions.

Filters

CounselHQ allows you to filter your searches by folders, files, and tags. This gives you powerful control over the language and information displayed to you while you work.

Deduplication of Content

CounselHQ deduplicates your paragraphs and sentences across all your documents. This has two implications on the way you work with our software:

  1. If a paragraph or sentence is used more than once throughout your documents, we’ll merge them into a single search result and show you a list of files containing that specific language.
  2. Anything you do to a particular paragraph or sentence applies to all instances of that paragraph or sentence across your documents. For example, if you tag a paragraph as "Preferred Language", that paragraph will be tagged as "Preferred Language" in all of your documents (including future documents that you upload to CounselHQ).

Additional Notes About Searching With CounselHQ

Folders / Files


Note that all files must be in a folder, and all folders are single level (you cannot create subfolders). This helps simplify onboarding and document organization.

CounselHQ makes it simple to add files to your account and make them available for search. You can either upload files directly (.doc, .docx, and .txt) or use our webform to type in or copy/paste text (for unsupported file types).

How To Organize Your Documents

In general, a good default strategy is to organize your documents into folders by type of document (e.g., "Non-Disclosure Agreements" or "Commercial Leases" or "Sales Proposals"). However, your specific use case may be better suited to a different strategy.

You are always welcome to contact us so we can think through it together.

Tags


CounselHQ allows you to tag your files and content so you can filter your searches.

File Tags

File Tags are useful as a way to filter by broad categories of topics that are relevant to you. Let's say you organize your files into folders according to document type (our general recommendation). You might then find it useful to tag certain files as "Template", by client or counterparty name, by type of transaction, or by some other tag that's meaningful to the way you work.

CounselHQ supports multiple File Tags per file to maximize flexibility in the way you filter searches.

Content Tags

In addition to tagging your files, you can also tag your actual content (your paragraphs and sentences). While purely optional, Content Tags can be useful when you want to focus your search results on a particular term or topic. You can also use Content Tags to add commentary to specific content, such as "Preferred Language" or "Requires Mgr Approval".

As with File Tags, you can add multiple Content Tags to your paragraphs and sentences.

Account Information


This is where you can view and edit various aspects of your account with CounselHQ.

My Profile - View and update your name, email, and password.

Company Profile - View and manage information about your organization.

Manage Users - View a list of users with access to your organization's CounselHQ account. Manage users' roles (admin or user), deactivate and reactivate user accounts, and rescind invitations.

Invite Users - Invite new users to your organization's account.

Currently, users have access to all content and data within an organization's account. We are planning to add the ability to limit individual user's permissions on a granular level in the future (for certain subscription plans).

Plan & Billing - View your organization's current subscription status, update your payment information, and change subscription plans.

Payment History - View your past payment amounts.

FAQs


How do I create a folder?

This can only be done on our website.

Log into your dashboard and click "FOLDERS" in the blue header. This is the page where you can view and manage your organization's folders. Click Add Folder and type in your desired folder name.

How should I organize my documents?

In general, a good default strategy is to organize your documents into folders by type of document (e.g., "Non-Disclosure Agreements" or "Commercial Leases" or "Sales Proposals"). However, your specific use case may be better suited to a different strategy.

You are always welcome to contact us for additional suggestions.

How do I upload files?

This can only be done on our website.

Log into your dashboard and click "FOLDERS" in the blue header. Click on the name of one of your folders (create one first if this is a new account) to visit that folder's page. From here, click "Upload" in the white subheader, and then follow the directions to upload files to the folder you selected.

We currently support uploading .doc, .docx, and .txt files. We also offer a web form so you can type in or copy/paste text from any other source.

How do I add unsupported file types?

This can only be done on our website.

Log into your dashboard and click "FOLDERS" in the blue header. Click on the name of one of your folders (create one first if this is a new account) to visit that folder's page. From here, click "Webform" in the white subheader. This page has a form that lets you type in or copy/paste text from from any file type we don't support.

How can I create and manage tags?

This can only be done on our website.

Log into your dashboard and click "TAGS" in the blue header. This section of the dashboard allows you to view, create, edit, and delete your File Tags and Content Tags.

What web browsers do you support?

We recommend using Internet Explorer 11 or the latest version of Microsoft Edge, Chrome, Safari, or Firefox.

Are there any requirements for the addin?

We support Word 2016 (the PC and Mac desktop applications) or later, as well as Word Online (Word in your browser). If you have Microsoft Word through an Office 365 subscription, then you should have access to the Word versions that work with our add-in.