AI WorkDeck User Manual
A step-by-step guide to signing in, managing your projects, and working with documents and the KingAI assistant inside your workspace. Numbered steps in each section correspond to the numbered callouts in the accompanying figures.
Support & enquiries: Zhang Yue · zhangyue22@cn.kingandwood.com
Installation
Getting AI WorkDeck onto your machine
You will receive two installers
AI WorkDeck-setup-[version].exeAI WorkDeck-[version].dmgThe installers are supplied to you directly. Pick the one matching your machine: .exe for Windows, .dmg for Mac. Use the original file as supplied — forwarded, re-zipped or renamed copies may be incomplete.
Installing on Windows
Three steps. One security prompt appears along the way — that is expected. Click through it as shown below.
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01
Save the installer to your machine
Save the .exe we sent you to a local folder. Your browser may warn that the file "isn't commonly downloaded and may be dangerous" — that judgement is based on download volume, not on anything found inside the file.
⇩AI WorkDeck-setup.exe⚠ isn't commonly downloaded and may be dangerous⋯▸In the download bar click ⋯ → Keep. If asked again, choose Keep anyway. -
02
Run it, and get past the security prompt
When you run the installer, Windows may show the blue "Windows protected your PC" screen and list the publisher as unknown. This is the routine prompt for any program that has not yet accumulated download volume.
Windows protected your PCMicrosoft Defender SmartScreen prevented an unrecognised app from starting. Running this app might put your PC at risk.
More infoRun anyway Don't run▸Click the small More info link at the lower left, then click Run anyway. Without clicking "More info" first, the Run button is not there — this is where nearly everyone gets stuck. -
03
Finish the wizard, launch from the desktop
Accept the terms → choose an install location (the default is fine) → Install → Finish. A shortcut appears on the desktop and in the Start menu.
Installing, please wait…Next▸If Windows asks for administrator rights, right-click the installer → Run as administrator.
Why the security prompt?
SmartScreen judges a program by how widely it has been downloaded, not by inspecting the file. Anything that has not yet built up download volume gets flagged as an unknown publisher once. The prompt reports recognition status, not detected malware. Click "More info → Run anyway" and the installation proceeds normally; the prompt does not return afterwards.
Installing on macOS
A .dmg is not an installer — it is a virtual disk. Double-clicking only mounts it; you move the app into the Applications folder yourself.
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01
Double-click the .dmg
A white disk icon appears in the Finder sidebar and on the desktop, and a window opens.
▸At this point the app is not installed yet. You have only opened a disk. -
02
Drag the icon into Applications
The window shows the AI WorkDeck icon on the left, an Applications folder on the right, and an arrow between them. Press and hold the icon, drag it onto the folder, and let go.
AI WorkDeckApplicationsdrag here▸Dropping it in is the installation. Do not just double-click the app inside this window — that runs it from the virtual disk; eject the disk and it is gone, and it cannot update itself. -
03
Eject the disk, open from Launchpad
Click the eject icon (⏏) next to the white disk in the Finder sidebar, then open AI WorkDeck from Launchpad or the Applications folder.
▸The .dmg file itself can be deleted afterwards.
Still not installing? Check these four first
The download shows a blank page icon and does nothing when double-clicked
Usually the browser stripped the extension, or the download did not finish. Check that the filename ends in .exe (Windows) or .dmg (Mac). If not, save it again — and not from a forwarded copy.
Antivirus flags it, or deletes the installer automatically
Security suites frequently produce false positives on newly released programs. Restore AI WorkDeck from the quarantine list, add it to the trusted list, then install again.
"You need administrator rights"
Right-click the installer → Run as administrator. On a machine managed by your firm's IT, ask them to grant install permission.
macOS says the file "is damaged and can't be opened"
Almost always an interrupted download. Delete the .dmg and ask us for a fresh copy of the installer rather than using a re-shared one.
This guide covers AI WorkDeck [version] · [date]
Account and Sign-in
Creating an account
You can create an AI WorkDeck account yourself. Open AI WorkDeck and click Create one at the bottom of the login page:
This opens the sign-up page shown below. Follow the numbered annotations.
- 1Select your language
Click the language selector (globe icon) in the top-right corner and choose English or 简体中文.
- 2Enter your email, then click Send code
Type the email address you want to sign in with into the Email field, then click Send code to receive a verification code at that address. This email becomes your sign-in account.
- 3Enter a display name
Type the name you want shown in AI WorkDeck into the Display name field.
- 4Choose a password
Type a password of at least 6 characters into the Password field.
- 5Enter the invitation code
Type kw2026 into the Invitation code field.
- 6Keep me signed in Optional
Tick this checkbox to stay logged in on this device. Do not use it on a shared or public computer.
- 7Click Create account
Click the green Create account button to finish. You can then sign in with your new credentials.
Already have an account? Click Sign in below the button to go straight to the login page (covered just below).
Logging in
Open AI WorkDeck to reach the login page. Follow the numbered annotations in the figure below.
- 1Select your language
Click the language selector (globe icon) in the top-right corner, then choose your language from the dropdown.
- 2Enter your email address
Click the Email field and type the email address registered with your account.
- 3Enter your password
Click the Password field and type your password. Input is masked with dots for security.
- 4Sign in
Click the green Sign in button. Correct credentials take you to the My projects page.
- 5Keep me signed in Optional
Tick this checkbox before signing in to stay logged in on this device. Do not use it on a shared or public computer.
- 6Click Create one to sign up New users
If you don't have an account yet, click Create one below the button to open the sign-up page (see above).
Resetting a forgotten password
If you have forgotten your password, click Forgot password? at the bottom of the login card.
This opens the Reset your password page:
- 1Enter your email, then click Send code
Type your sign-in email address into the Email field, then click Send code to receive a verification code at that address.
- 2Choose a new password
Type a new password of at least 6 characters into the Password field.
- 3Confirm the new password
Type the same password again into the Confirm password field.
- 4Click Reset password
Your password is updated and you can sign in with it straight away.
Remembered your password after all? Click Sign in below the button to return to the login page.
Account settings and updates
Once you are signed in, click your avatar at the top of the left sidebar (on the My projects page) to open the account menu.
- 1Click your avatar
The account menu opens below your name and role.
- 2Account settings
Open Account settings to manage your account details.
- 3Check for updates
Click Check for updates to see whether a newer version of AI WorkDeck is available. The installed version is also shown at the bottom of the sidebar.
Managing Projects
After signing in you land on the My projects page — your home for creating, opening and deleting projects.
Creating a new project
To create your first project, click New project in the top-right corner — the dialog below opens.
- 1Enter a project name
Click the Project name field and type a name for your project.
- 2Click Create
The dialog closes and the new project appears as a card on the My projects page.
- 3Close without creating Optional
Use Cancel or the ✕ in the top-right corner of the dialog to leave without creating a project.
The My projects page
The page lists all your projects — the numbered annotations below cover its main functions.
- 1Click New project
The button in the top-right corner opens the new-project dialog (shown above).
- 2Click a project card to open it
Each card shows the project name and its creation date. Click a card to enter that project (see Section 4).
- 3View Task center
Click Task center in the left sidebar to follow background tasks such as file uploads. Tasks keep running even if you navigate elsewhere, so you can come back at any time to check on them.
- 4Switch language
Use the language selector (globe icon) at the bottom of the left sidebar to change the interface language at any time.
- 5Sign out
Click Sign out at the bottom of the left sidebar to end your session and return to the login page.
Deleting a project
The trash icon on a project card deletes the project.
- 1Click the trash icon
Hover over the project card and click the trash icon to bring up the confirmation dialog.
- 2Click Delete to confirm
The Delete project dialog asks you to confirm — click Delete to remove the project.
- 3Or cancel Optional
Click Cancel or the ✕ to keep the project.
Deleting a project is permanent. Any files you have not downloaded to your computer are lost with it — download anything you need to keep before deleting the project.
Inside a Project — The Workspace
Clicking a project card opens the project workspace, shown below.
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Project files Left panel
Lists all documents in the project. Use the Search files box to find a file quickly and click a file to open it; the toolbar above offers the common file actions.
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Welcome actions Center
Create new file starts a blank document, Open file opens an existing document, and Open web browser opens a built-in browser tab.
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KingAI assistant Right panel
Chat with the AI assistant to work on your documents. Type your request in the Message KingAI box at the bottom and send it.
Working with project files
Right-click any file or folder in the Project files panel to open its action menu.
The menu is grouped into four parts. Create: New file and New folder. Actions: Rename, Duplicate and Download. AI: Add as context hands the file to KingAI for reference, and Start a new chat for this file opens a fresh conversation devoted to it. Danger: Delete removes the file.
The toolbar at the top of the Project files panel offers the same everyday actions:
From left to right: New file, New folder, Upload files or folders, Refresh the file list, and Collapse / expand all folders.
Files can be added by clicking the upload button, or simply by dragging files and folders straight into the panel. There is no limit on the number of files, but each individual file must be no larger than 100 MB. Uploads are not restricted by file type; opening a file of an unsupported type, however, shows a "cannot be displayed" page.
You can also create files directly in AI WorkDeck. 18 formats are supported:
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Edit & preview 10 formats
.md .txt .doc .docx .xls .xlsx .ppt .pptx .wps .pdf
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Preview only 8 formats
.html .htm .png .jpg .jpeg .gif .svg .webp
Editing documents
Once open, a document is edited in the centre of the workspace. Formatting and reviewing work much as they do in a familiar office suite.
- 1Documents open as tabs
Several documents, web pages and the Task center can sit side by side as tabs, so you can switch between them freely.
- 2Editing ribbon
The ribbon groups the tools into Home, Insert, Layout, Review, View and Efficiency; font, size, bold, highlight and style controls sit on the row below.
- 3Status bar
The bar along the bottom shows the page, section, line and column, the word count and the zoom level.
Chatting with KingAI
KingAI is the AI assistant in the right-hand panel. It can draft, edit and replace text, and record its edits as tracked changes. What it sees, how hard it thinks and which conversation it continues are set in three places:
- 1Click /
Click the / button at the bottom of the message box to open the command menu; you can also search it directly.
- 2Search or pick a command or model
Under Context: Upload local files hands files from your computer to KingAI, Choose from project picks a file or folder from the project, /compact compacts the conversation history to free up token space, and New conversation clears the history and starts fresh. Under Models, choose which model answers — for example DeepSeek V4 flash or DeepSeek V4 Pro.
KingAI's thinking mode can also be switched directly from the message box:
- 1Click the model selector
The current mode (for example flash) is shown next to the send button at the bottom-right of the message box — click it to open the menu.
- 2Pick a thinking mode
Choose between flash, thinking, pro and ultra. The selected mode applies to your next messages and stays visible next to the send button.
- 1Click the history icon
The history icon at the top of the KingAI panel opens All conversations.
- 2Click a conversation to reopen it
Past conversations are listed with their dates — click one to pick up where you left off.
Using the built-in web browser
The workspace includes a built-in web browser, so you can research online without leaving AI WorkDeck.
- 1Open the web browser
Click the browser icon above the tab bar, or use Open web browser on the welcome tab. The home page is a due-diligence directory that groups the sources you reach for most — company records, licences, intellectual property, litigation and so on — and it has its own search box.
- 2Browse in a tab
Web pages open as tabs alongside your documents. Type a URL in the address bar and use the back, forward and refresh controls to navigate.
- 3Ask KingAI to operate the browser
The open page is attached as context and shown as a chip next to the message box. Through the built-in Browser control plugin (see Section 5), you can ask KingAI to open and interact with web pages to carry out your instructions.
Plugins
Plugins extend what KingAI can do — from legal-research connectors to built-in skills and agents. Open the Plugins page from the puzzle icon on the far left of the workspace.
- 1Search plugins
Type a keyword into the Search plugins box.
- 2Filter by status
All, Enabled, Needs setup or Available. Plugins enabled here apply to every project in the account; the Plugin marketplace holds the ones you can still install.
- 3Plugin cards
Each card shows origin and type: Official template · MCP connectors reach external data sources, Built in · Skill covers abilities that ship with the product (such as Browser control), and Built in · Agent handles whole tasks end to end (such as Contract review).
- 1Install and enable
Click Install and enable to make the plugin available to KingAI.
- 2Plugin description
The detail page sets out the jurisdiction covered, what the plugin can do and where its limits lie. The example above is CourtListener, a US case-law connector.
- 3Configuration
Some plugins need credentials such as an access token before they will run, and let you switch individual sub-services on or off so only the ones you need are active.
Data Security
How AI WorkDeck handles your data during the current demonstration phase, and how this can change for a production rollout.
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Data storage Demo phase
At the current demonstration stage, project data is stored in the cloud.
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AI processing LLM APIs
AI features are powered by large language models accessed through their API interfaces. Confidentiality agreements are in place with all service providers.
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Production deployment Customisable
For a formal deployment, the hosting and deployment model can be customised to your firm's own circumstances and requirements.
Help Videos
Get a quick introduction to AI WorkDeck and watch complete walkthroughs of common legal workflows.
Video 1 | Overview
AI WORKDECK. The Intelligent Workspace Exclusively for Legal Professionals.
Video 2 | Case Demo I (Building a Fact Chain)
Case File Organization. Ditch Manual Summarization. Experience Intelligent Reconstruction.
Video 3 | Case Demo II (Contract Comparison and Review)
Intelligent Contract Drafting and Generation. Ditch Manual Comparison. AI-Assisted Finalization.
Video 4 | Case Demo III (Due Diligence)
AI-Powered Due Diligence. Full Workflow Coverage. Enhancing Legal Efficiency.