Mary glossary: key terms

Use this reference for the terms you will see in Mary. For your first task, start with Get started with Mary.

Matter

The place that brings together the documents, conversations and work for a case or project. A matter can contain several workspaces.

Sources and Document index

Sources contains the original uploaded files, folders and processing status. The Document index lists the individual documents Mary identifies within those files, with references back to their sources. One uploaded bundle can contain several indexed documents. See Find and review source documents.

Ready and Done

These are file-processing states. Ready does not mean processing has finished; Done means it has. Check the files you need before asking questions or generating work. See Upload and processing troubleshooting.

Ask Mary and Fact explorer

Ask Mary is the question-and-answer workflow for your matter's documents. The entry under Mary tools may be labelled Fact explorer. See Ask Mary about your documents.

Chats and workspaces

Chats contains your conversations and links to completed work. A workspace is where you open and work with a saved result, such as a chronology or draft. Open in workspace takes you from a completed work card to that result. See Find and export your work.

Chronology and entry

A chronology organises events over time. An entry is a row in that chronology. A custom chronology can focus on particular issues and columns. See Create and edit a chronology.

Citation

A reference to supporting source material. Follow it to check the original passage and surrounding context; the presence of a citation does not make a statement correct.

Review status and flags

Review statuses help track checking: Unverified, Needs review and Verified. Verification records a review decision, not a guarantee of correctness. Flags identify issues to examine, such as an Inferred date, where the date is uncertain or derived from context. See Review and verify entries.

Draft and template

A draft is a working document to check and edit. A template supplies a reusable starting structure. See Draft a document and Create a drafting template.

Credit and page equivalent

A credit is the unit used for document processing: one credit per processed page, deducted after processing finishes. Formats such as spreadsheets use approximate page equivalents. Subsequent work on those processed pages is included. See Credits, usage and spending limits for the billing details.