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Getting Started

This guide will walk you through logging in and creating your first case in BillionLens.

Accessing BillionLens​

Login​

  1. Open your browser and navigate to BillionLens at https://billionlens.com
  2. Enter your username and password
  3. Optionally check "Remember me" to stay logged in
  4. Click Login
Account Access

Contact your administrator to get your login credentials.

Dashboard​

After logging in, you'll see the Dashboard with:

  • Total Cases - Number of cases you have access to
  • Active Cases - Cases currently being worked on
  • Total Files - Documents across all your cases
  • Processed Files - Documents ready for AI search

Creating Your First Case​

Step 1: Create a New Case​

  1. From the Dashboard, click New Case
  2. Enter a Case Name (e.g., "Smith v. Jones")
  3. Enter a Case Description (brief summary of the matter)
  4. Click Create Case

You'll be redirected to the Case View page.

Step 2: Upload Documents​

  1. In the Case View, find Step 1: Upload & Process Documents
  2. Click Select Folder to Upload
  3. Choose a folder from your computer containing case documents
  4. Wait for the upload to complete
Supported File Types
  • Documents: PDF, DOCX, DOC, XLSX, XLS, TXT, CSV, RTF
  • Images: PNG, JPG, JPEG, TIFF, GIF (text extracted via OCR)
  • Email: EML, MSG individual emails
  • Email Archives: PST, MBOX (automatically extracted to individual emails)

Step 3: Process Documents​

  1. After uploading, click Process Uploaded Files
  2. A progress bar will show the indexing status
  3. Wait for processing to complete (larger collections take longer)

Once processing finishes, the Indexed count will match your Total Files count, and the analysis features will become available.

Step 4: Start Analyzing​

With documents indexed, you can now:

The Three-Step Workflow​

BillionLens uses a simple three-step workflow for each case:

┌─────────────────────┐    ┌─────────────────────┐    ┌─────────────────────┐
│  1. UPLOAD & INDEX  │───▶│  2. ANALYZE         │───▶│  3. REVIEW          │
│                     │    │                     │    │                     │
│  • Upload folders   │    │  • Chat with AI     │    │  • Browse files     │
│  • Process files    │    │  • Extract entities │    │  • Download docs    │
│  • Build index      │    │  • Build timeline   │    │  • Refine searches  │
└─────────────────────┘    └─────────────────────┘    └─────────────────────┘

Tips for Success​

Writing Good Questions​

Effective questions:

  • "What emails mention the settlement agreement?"
  • "Who are the parties to the operating agreement?"
  • "What financial transactions occurred in August 2024?"
  • "Summarize the key terms of the contract"

Less effective questions:

  • "Tell me about this case" (too broad)
  • "Is this case good?" (AI can't make legal judgments)

Understanding Citations​

Every AI response includes source citations. These show:

  • Which documents support the answer
  • The specific text from each document
  • Confidence level of the information

Always verify AI answers against the original source documents.

Processing Large Collections​

For large document sets:

  • Processing may take several minutes
  • You can navigate away - processing continues in background
  • Return to check progress anytime
  • Failed files can be retried

Next Steps​

Need help? Check the Troubleshooting Guide for common issues.