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The public beta workspace

The whole research workspace

Explore the complete public beta feature list, with visual examples of records, evidence, research tools and family collaboration.

The complete feature list

From the first name to the next discovery

These are the tools in the public beta. Plan limits and permissions apply; paid and upcoming features are labelled where they appear.

People, families and relationships

  • Person and family records with multiple names, facts, events and portraits.
  • Partners, children and parentage types, with relationship uncertainty preserved.
  • Linked places, sources, citations, notes and media, with reverse indexes.
  • Search, filter, sort and switch record views without losing your place.
  • Record history and conflict handling when researchers edit the same data.
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Sources, citations and repositories

  • Describe sources and the repositories and holdings where you can consult them.
  • Cite a person, name or fact with a page reference, transcription and role.
  • Record high, medium or low confidence on each citation.
  • Mark whether evidence has been inspected, with the inspection context.
  • See every claim that cites a source before changing, merging or deleting it.
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Historical and uncertain dates

  • Exact and partial dates, approximate or estimated dates, ranges and periods.
  • Open bounds such as before or after a year, and dates kept as described.
  • Year, month, day, decade and century precision without invented detail.
  • Calendar-aware dates, dual years and years before the common era.
  • Localized date display and timelines that retain the recorded uncertainty.
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Tree and exploration views

  • Interactive family tree with a point of interest, pan, zoom and generation controls.
  • Ancestor fan and descendant sun views, plus branch outlines and comparison.
  • Network view for connections beyond a single line of descent.
  • Calendar, lifespan and Lexis views for comparing lives and events.
  • Open the underlying person or family record from the visual context.
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Places, addresses and maps

  • Reusable place records connected to people, families and events.
  • Address lookup, coordinates and maps when a location is known.
  • Keep and research places that do not yet have coordinates.
  • See linked events and records from a place’s reverse index.
  • Consolidate duplicate places and review affected links before a merge.
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Media and portraits

  • Upload photographs, scans, PDFs, audio and video.
  • Describe files with captions, dates and media types; preview and download originals.
  • Link media to the people, families, places and evidence it explains.
  • Choose portraits and review unlinked files that still need filing.
  • Restore missing imported media and review link impact before deletion.
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Research notes

  • Write Text or Markdown notes for transcriptions, reasoning and hypotheses.
  • Attach notes to the records they explain and see their linked context.
  • Search notes and follow record references and suggestions.
  • Keep differing interpretations alongside the evidence.
  • Save a useful project discussion as a research note on paid plans.
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Research tasks and follow-up

  • Create a project task or link it to the records under investigation.
  • Assign a researcher, set a priority and add an optional due date.
  • Filter by status, assignee, record context, priority and due date.
  • Complete a task with a search outcome, result summary and evidence links.
  • Cancel, reopen or correct results while retaining previous completions and history.
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Research analysis and cleanup

  • Review ancestry gaps and research coverage for ancestors, descendants or a project.
  • Inspect missing or undated birth and death information and unrecorded parentage.
  • Run the tree checker and review consistency findings.
  • Review possible person duplicates before choosing whether they are a match.
  • Preview record merges, keep linked evidence and preserve conflicting events.
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Private collaboration

  • Invite collaborators by email, with a separate account for each person.
  • Viewer access on Free; editor and admin roles on paid plans.
  • Living-person privacy, per-collaborator visibility and project export permissions.
  • Project and private discussions, mentions and record links on paid plans.
  • In-app notifications, invitation management, access removal and ownership transfer.
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Import, export and data ownership

  • Import GEDCOM 5.5.1 and 7, GEDZIP with media, and GEDCOM X JSON, XML or archives.
  • Preview an import, read its report and inspect warnings or missing media.
  • Preserve supported custom GEDCOM extensions for round-tripping.
  • Undo an eligible import for seven days when its records have not been edited.
  • Export a project as GEDCOM 7 or your whole account as an archive; owner export is free.
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Printable PDF reports

  • Ancestor and descendant charts, ancestor fans and hourglass charts.
  • Family group sheets and individual summaries.
  • Descendant narratives and Ahnentafel reports.
  • Family history books with selectable sections.
  • Choose starting records and available display options, then download a private PDF.
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Your account and preferences

  • Guided first steps, profile editing and email verification.
  • Password recovery, session lists and session revocation.
  • Authenticator-based two-factor authentication and recovery codes; passkeys where enabled.
  • Multiple interface languages, light and dark themes, density and date/name preferences.
  • Manage subscriptions, invoices, email update preferences, account export and deletion.
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Connected assistants with Leaves MCP

  • Leaves MCP is available now on Max and Ultra.
  • Explicit read or write authorization, with revocable connections.
  • Research bundles, record search, duplicate candidates and structured research checkpoints.
  • Authorized record changes and media attachments remain subject to project permissions.
  • Read-only access never grants permission to edit; write access must be explicitly approved.
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See the workflows

Twelve visual examples

Illustrative workflows using fictional family data. These examples are static, rather than a live project.

Records with evidence in view

Person · evidence

  • Jan Verschoorborn 1850 · DordrechtConfidence: 3 of 3
  • Maria Bakkerborn about 1852 · RotterdamConfidence: 2 of 3
  • Pieter Verschoorborn about 1878 · Dordrechtapprox
  • Unknown childno datesNo confidence recorded
A person list carries dates and citation confidence, including a person whose dates have not been found.

Follow the family connections

Tree · three generations

Jan Verschoor

1850–1921

Maria Bakker

about 1852–1919

Pieter Verschoor

1878–1955

Anna de Wit

no dates

A selected person, parents and partner, with an unknown date left visible.

One source, several claims

Source · reverse index

Dordrecht parish register, baptisms 1846–1861

Regionaal Archief Dordrecht · inv. 11-4028

  • Jan Verschoorbaptism · fol. 42vConfidence: 3 of 3
  • Maria Bakkerbaptism · fol. 61rConfidence: 2 of 3
  • Jan Verschoorfather's occupation · fol. 42vConfidence: 1 of 3

One source · three citations · three confidences

A register supports different claims at different confidence levels. Its reverse index shows which citations depend on it.

Keep the date the source actually gave you

Date · the shapes it takes

  • 1 January 1850one date
  • c. 1815estone date
  • between 1846 and 1849range
  • from 1861 to 1865period
  • the winter after the great flooddescribed

Stored as structure · read back in words

Exact, estimated, ranged, period and described dates remain different shapes of knowledge.

Return to everything that happened in a place

Place · what happened here

Dordrecht, South Holland, Netherlands

51.8133° N · 4.6901° E

Events using this place

  • Birth · Pieter Verschoorabout 1878
  • Marriage · Jan and Maria14 May 1874
  • Residence · Verschoor householdfrom 1901 to 1908

One place · three events · coordinates optional

One place record connects several events; its coordinates are optional rather than a condition of keeping the record.

File a scan with the records it explains

Media · scan and its links

An open handwritten family register with a family tree drawn on the facing page.

Verschoor family register · fol. 42v

image · 4.8 MB · captured 14 May 1874

  • Evidence for the marriage recorded on fol. 42v
  • Depicts Jan Verschoor and Maria Bakker
  • Linked to Dordrecht, South Holland, Netherlands

One file · three links · original preserved

One uploaded register scan is linked as evidence and connected to the relevant people and place.

Turn a question into the next piece of work

Research tasks · fictional project

In progress

Find Maria’s baptism entry

Maria Bakker · Dordrecht parish register

Anneke · high priority · due 5 November

Completed · record found

Check the 1874 marriage register

Marriage entry found on fol. 42v; citation linked to the family.

Question → search → result and evidence

An assigned task with a due date and linked records, followed by a completed search with its evidence.

Find the gaps worth investigating

Research analysis · fictional ancestry

Selected ancestry · 48 people

Birth dates recorded

36 of 48 people

Death dates recorded

29 of 48 people

Unknown ancestry positions
8 positions

Review the gaps · open the records · plan the next search

Illustrative research coverage for a selected family. Missing dates and unrecorded parentage point to work to investigate, rather than facts to invent.

Give each collaborator the right access

Project · who has access

  • Anneke Verschoorowner · can transfer or delete the project
  • Pieter Verschooradmin · add, correct, and invite others
  • Marieke Boseditor · add and correct records
  • Jan de Witviewer · look, but not changeinvited

Owner · admin · editor · viewer

Roles belong to each collaborator. Paid plans enable editors and admins; living-person access is controlled separately.

Read what an import actually did

Import · the report

  • People1,240
  • Families386
  • Sources96
  • Media references214

Worth looking at

  • 3 dates could not be read as dates and were kept as written
  • 7 media references point at files that are not in the archive

Nothing was thrown away · 14 custom tags kept

An import report separates successful record counts from dates or media that need attention. The example uses fictional research.

Take a family group sheet away as a PDF

Report preview · family group sheet

Jan Verschoor & Maria Bakker

Married · 14 May 1874 · Dordrecht

Children

  • Pieter Verschoor · born about 1878
  • Anna Verschoor · born 1881

Sources

Dordrecht marriage register · fol. 42v

PDF report · private download · fictional family

A family group sheet with children and source references. Export permissions and living-person controls apply.

Approve what an assistant can do

Leaves MCP · authorization example

Connect your research assistant

Compatible assistant · requesting access

Read access
Search and read the genealogy your account can access.
Write access
Create and update records only with your explicit approval and editing permissions.

Max and Ultra · access can be revoked

Review a compatible client’s requested access in Leaves. Read and write consent remain separate, and project permissions still apply.
What you can use

Start free. Add capacity when you need it.

Core records, research views, tasks, imports, reports and owner export are available on Free, within its limits. Paid plans add capacity, editing roles and discussions. MCP is available on Max and Ultra. AI source processing remains upcoming.

Start freeCompare the plans
Read the complete user manual