Overview
Epiq AI v2 represents a significant redesign of the platform. The core functionality you know — data uploads, protocols, review, search, models, exports — remains intact, but the navigational structure has been completely reorganized and several powerful new features have been added. The biggest shift is the move from a collection-centric model to a project-centric model with AI at the center.1. The Home Dashboard
V1: The Home screen shows “Recent Projects” and “Recent Collections” as cards — each project card displays the creator, number of sources, and number of users. Collections show type, project, file count, and storage size. V2: The Home screen shows the same information but displays it as a structured table with explicit column headers (Project Name, Status, Created By, Sources, Users, Created). The Collections table also shows “Type”, “Project”, “Documents”, and “Created By” as named columns — making it easier to scan and sort. What to do: The same data is present; just expect a cleaner tabular layout instead of card summaries.2. Projects List Page
V1: The Projects list shows projects as individual cards with a “Type” filter dropdown and a Sort control. Each card displays key metadata visually. V2: The Projects list uses a flat table view with sortable columns: Project Name, Status, Created By, Sources, Users, Created. The “Type” filter dropdown is gone. Navigation is simpler and more information-dense.3. Entering a Project — The New Project Space (Major Change)
V1: Clicking a project takes you directly into that project’s Collections list — you land on a page showing all collections within the project. V2: Clicking a project now takes you to a Project Space landing page — a dedicated project hub with a prominent AI chat interface (“Ask anything…”) and quick-access buttons to Collections, Knowledge, Libraries, and Workflows. This is the new entry point for every project. What to do: From any project, use the “Project Space” page to navigate to your desired section. The left sidebar now shows project-level sections: Project space, Collections, Knowledge, Libraries, Workflows, Settings.4. Left Sidebar Navigation — Two-Level Structure
V1: The sidebar has a single level when inside a collection. Navigation shows: Dashboard, Data uploads, Protocols (expandable), Review (expandable), Search (expandable), Datasets, Models, Exports, Settings. There is also a prominent “AI Chat” button at the top. V2: The sidebar has two distinct levels:- Project level (when in the project space): Project space, Collections, Knowledge, Libraries, Workflows, Settings
- Collection level (when inside a collection): Project space (back link), Dashboard, Data uploads, Protocols, Review, Search, Datasets, Models, Workflows, Exports, Settings
5. AI Chat → Ask AI (Renamed & Repositioned)
V1: AI Chat is a prominent button in the top-left of every screen. Clicking it opens a full chat panel with a sidebar showing the conversation history organized by month, a “Add new chat +” button, and a “Clear Conversations” function. The chat is scoped to a project/collection. V2: The AI chat feature is now called “Ask AI” and is surfaced in two places:- A persistent “Ask AI” button in the left sidebar (blue button at the top)
- Directly on the Project Space landing page as the main “Ask anything…” input with a context selector (“Choose a project to get started”)
/aida-chats) similarly shows “Home” and “Chats” in the sidebar and prompts you to select a project before asking.
What to do: Replace your muscle memory of clicking “AI Chat” in the top-left with “Ask AI” in the sidebar or from the Project Space homepage.
6. 🆕 New Feature: Knowledge (Project Level)
V1: No equivalent. V2: A brand new Knowledge section is available at the project level (sidebar: Knowledge). It contains structured entity information:- Persons tab — lists people associated with the project (name, aliases, first/last name, email)
- Organizations tab — lists organizations
- A “New Person” button to add entities
7. 🆕 New Feature: Libraries (Project Level)
V1: No equivalent. V2: A new Libraries section is available at the project level. It stores curated reference lists organized into tabs:- All — all libraries
- Person — libraries focused on people
- Organization — libraries focused on organizations
- Prompt — saved prompt libraries
8. Workflows — Now at Project Level
V1: Workflows existed within a collection’s sidebar (collection level only). V2: Workflows now appear at both the project level (via the project sidebar) and at the collection level sidebar. The project-level Workflows page has a search bar, a Templates button, and a ”+ Create new” button — making it easier to build and reuse workflow templates across collections. What to do: For creating new or template-based workflows, go to the project-level Workflows section. For collection-specific workflow execution, use the collection sidebar’s Workflows section.9. Collections List & Collections Navigation
V1: When inside a project, the Collections list shows cards (Collection Name, Type, Documents count, Data Volume, Date Created) with a Sort option. V2: The Collections list is now a table with columns: ID, Collection Name, Type, Documents, Created By, Date Created, Actions (three-dot menu). The breadcrumb now reads “Home > [Project Name] > Collections”. A “Created By” column has been added. What to do: Your collections are in the same place — just expect the table layout with the added “Created By” and “Actions” columns.10. Inside a Collection — Dashboard
V1 & V2: Both versions share the same Collection Dashboard with “My Documents” (total/reviewed donut chart), “My Tasks”, and “My Annotations” sections. This screen is largely unchanged.11. Review Section — Enhanced Structure
V1: Review is an expandable section in the collection sidebar with sub-items. V2: The Review section is now organized with four dedicated tabs at the top of the page:- Review Batches — create and manage batches (“Create Review Batch” button, columns: ID, Name, Date Created, Completed Tasks, Created By, Actions)
- Assignments — manage reviewer assignments
- Review Analytics — analytics and performance metrics
- Review Runs — track individual review run history
12. Models — New Tabs Added
V1: The Models page is a simple grid/list with a “Create Model” button and a filter for “All Model Types”. V2: The Models page now has three tabs:- Models — the existing model list (with “Model Type” dropdown and “Create Model” button)
- Metrics — new tab for reviewing model performance metrics
- Reports — new tab for model reports
13. Settings — Minor Rename
V1: Settings tabs: Tags, Fields, Highlights, Integrations. V2: Settings tabs: Tags, Annotation Fields, Highlights, Integrations. What to do: “Fields” has been renamed to “Annotation Fields” — same functionality, just a clearer label.14. Breadcrumb Navigation
V1: Breadcrumb shows:Workflow Project / Collections / Collection 1 / [Section] — uses slash separators, plain text.
V2: Breadcrumb shows: Home > [Project Name with icon] > [Section] — uses arrow separators, project names have color icons, and the Home link is always present for global context.