🎥 How to navigate the dashboard, Groups, and Cases

Introduction

If you ever feel you need assistance getting started, you are always welcome to reach out through our chat. As soon as you log in, you will be greeted by the Dashboard, which serves as your central navigation point in Juristic. We have recently upgraded this Dashboard, giving it a fresh look along with several new features designed to make your work more intuitive.

To get a quick overview, you can watch the introduction video here:

On the left-hand side, you will find the sidebar menu. This is where you can access your Overview of Groups and Cases. Juristic is designed around a folder structure built from two central concepts – Groups and Cases – which provide the foundation for how you organise your work.

Groups and Cases

Groups act as intelligent folders where your Cases live. Depending on your workflow, you might use Groups at the client level or within specific workgroups, and you also have a personal folder for your own work. What sets Groups apart from ordinary folders is that they hold not only Cases but also template content that can be reused across your work.

For example, if you primarily handle corporate advice but occasionally work with litigation, you could create two Groups: one called Corporate and another called Litigation. Each Group can then contain a variety of Cases. Within the Litigation Group, you might create a Case for each individual matter, such as Litigation > 01-0001 Kristensen v Petersen. To keep things organised, we recommend starting Case names with a case number.

Cases are essentially sub-folders within Groups. They contain the practical elements of your work – timelines, whiteboards, deadlines and tasks – and serve as the working space for individual matters.

Building Blocks

Within Juristic, both Timelines and Whiteboards are constructed from what we call Building Blocks. These are flexible components that can be arranged to fit your needs. Some Building Blocks represent outputs, such as report content, while others provide intelligence, such as conditions that add logic to Whiteboards. You can also use elements like draggable boxes (known as Elements), assign attributes, create relationships between elements, and highlight potential issues with red flags.

Documents and people can also be added as Building Blocks within Timelines, making it easy to capture both content and collaborators in one place. By combining these components, you can create powerful visual structures and workflows tailored to the matter at hand.

Access Control

Juristic also makes it straightforward to manage who can see and edit your work. Both Groups and Cases have individual access settings, which you can control by clicking the Access button. This opens a panel with all users in your organisation, allowing you to add or remove people and adjust their roles.

It is important to note that access to a Group does not automatically extend to its Cases, while access to a Case does automatically grant access to the Group it belongs to. This ensures flexibility in how you manage permissions.

There are two main roles in Juristic. Administrators can manage access rights, create template content in Groups, and oversee structure. Members, on the other hand, can view everything in Groups but cannot edit at that level. They can, however, create new Cases and build content within those Cases, including timelines, whiteboards, and deadlines.

Templates and Standard Content

One of Juristic’s strengths is its ability to reuse knowledge efficiently through templates and standard content. These must be created at the Group level, ensuring consistency across the Cases that belong to it.

Templates include timelines, whiteboards, or deadlines that are available for use in each Case. Deadlines are dynamic and automatically adapt based on the start date of a Case. Timelines and whiteboards can be spun up from templates with just a single click, saving you from building them from scratch. Timelines can also import template content into existing work, which makes them an excellent tool for standard operating procedures.

Standard content, by contrast, consists of reusable Building Blocks such as elements, relationships, documents, or people. These are copied into every new Case created within a Group. For instance, if you define an element called Company in a Group, every new Case will contain a copy of it. Because these are copies, they can be adapted within each Case without affecting the original version or other Cases. If you later change the Group-level definition, those changes will only apply going forward.

This distinction between templates and standard content gives you flexibility – you can establish consistent starting points while still allowing each Case to develop independently as required.