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Step-by-step guides to Juristic.
Start here
- Find your way around JuristicYou know where your matters, recent work, tasks and drafts are, and which product to open for the job in front of you.
- Open a matter for new workA matter in the right group, numbered, with its first structure, timeline or board filed in it.
- Bring your team into the matterThe right colleagues on the matter as Manager or Member, and the people who have left the team taken off.
- Start from your firm's templatesA new structure, timeline or board built from the firm's template instead of a blank page.
Browse by the work you do
Disputes and litigation
33 guidesBuild the chronology, keep the evidence in order and present the case.
- Add the review table's dates to the chronology
- Check and correct the chronology in a table
- Start the chronology for a new dispute
Transactions
36 guidesRun a deal from first draft to closing: tasks, conditions, documents and signing.
- Set up the deal checklist board
- Choose what to track on each task
- Start from the firm's template or an earlier deal
Corporate and governance
36 guidesGroup structures, company data and the housekeeping around them.
- Draw the group structure chart
- Import a group from the company register
- Turn the client's existing chart into a structure
Working with clients
18 guidesShare work with clients and other advisers, and decide who sees what.
- Set up a group for a client
- Organise a matter's work in folders
- Set up a group's templates and standard content
Administration
36 guidesFor your organisation's admins: people and access, single sign-on, templates, defaults, AI and integrations.
All 36 guides →Setup and integrations
4 guidesAdd-ins, your AI assistant and the other tools you work in every day.
- Roll out the Word and PowerPoint add-ins
- Sign in to Juristic in Word and PowerPoint
- Connect Juristic to your AI assistant
Security
How Juristic protects your data, where it is processed, and the policies and certifications behind it.
Open the trust centre ↗