Ask JuristIQ about the tool you have open

You are in the middle of the work: the group chart for Project Alpha, the chronology of the dispute with Beta Holding A/S, the closing checklist. A question comes up about what is on the screen. Who owns Gamma ApS? What is still open before closing? When was notice first given? Open JuristIQ beside the work and ask, without leaving it.

Two questions decide how you use the panel. Do you want an answer, or a change? And is what you have open enough, or does the question need the documents behind it too?

Open JuristIQ beside the work

1. Open the structure, timeline, board or insight, and click the JuristIQ button (the sparkle icon; its tooltip reads JuristIQ). In a timeline, a board or an insight it sits in the toolbar; in a structure it sits with the controls on the canvas.

   

2. The panel opens on the right. JuristIQ already knows which structure, timeline, board or insight you have open, so you do not attach it. If you have asked about this one before, the panel reopens your last chat about it, and its start page lists your recent chats about it.

3. Drag the left edge of the panel to widen it, up to half the screen, when an answer has a table or a long list in it.

4. Click the new-chat icon at the top of the panel (New chat) to start a clean conversation, and the cross (Close) to hide the panel again.

Ask about what is on the screen

1. Type the question as you would put it to a colleague who has the same screen in front of them, and press Enter.

   You have open	Ask about it	Ask for a change
   A structure	"Which companies does Beta Holding A/S own directly, and with what share?"	"Add Gamma ApS as a wholly owned subsidiary of Beta Holding A/S."
   A timeline	"When was notice of the claim first given, and by whom?"	"Tag every event involving Delta Bank A/S with Financing."
   A board	"What is still open before closing, and who owns each item?"	"Add a task for the board minutes under Signing."
   An insight	"Which agreements have a change of control clause?"	"Add a column for the governing law."

2. In a structure, select the entities you mean on the canvas before you ask. JuristIQ receives your selection and the slide you are on with the question, so "these three companies" means what you have selected.

3. When the question needs more than what is on the screen, such as the case documents behind a timeline, add them with the plus button under the question box: Connections for the matter's documents and its other timelines and boards, or Upload files for documents you have in hand. Ask JuristIQ about the matter's documents explains both.

4. To stop an answer that is going the wrong way, click the stop button where the send button was, and rephrase.

Let JuristIQ make the change

1. Ask for the change in plain words. JuristIQ makes it in the structure, timeline, board or insight you have open.

2. Before JuristIQ deletes something, such as an event, a task or a company on the chart, it shows a card listing what it is about to remove. Nothing is deleted until you confirm on the card.

3. In a structure, a larger job comes first as a plan: a title and the steps JuristIQ intends to take. Read the steps, then click Approve plan to let it go ahead, or Reject and rephrase what you want.

   

4. Where a step of the plan can be done in more than one way, JuristIQ stops and shows the options under Choose an option. Click the one that fits the matter, or Decline plan if none does; nothing is carried out for that step.

5. Check the result on the screen before you move on, as you would check a trainee's mark-up.

Pick up work JuristIQ started elsewhere

When you ask on the main JuristIQ page and JuristIQ creates or copies a structure, timeline, board or insight for you, the answer ends with a card such as Go to insight. Click it to open what JuristIQ made, then click the JuristIQ button there to keep working on it beside the screen.

Tips from practice

• The button is greyed out. JuristIQ is not part of your access here: the firm has not given you JuristIQ, or you see the work through limited access, such as a timeline shared outside the firm. Ask your admins.
• Check the sources before you rely on an answer. An answer drawn from the documents carries citations; check JuristIQ's answer against its sources before it goes into advice.
• Reuse the good questions. A question the team asks of every closing board belongs in the Prompt Bank: see save prompts the team reuses.
• Drawing a whole chart from a description is its own task: see draw a structure from a description.

Next: ask JuristIQ about the matter's documents when the question is about the file rather than the tool, or draft a memo from the matter's documents.