Choose what the sidebar shows for everyone
The firm's sidebar, in the firm's order and words, with the tools every new user starts with pinned.
Screenshots are taken from the app on every release. Updated 16 October 2026.
You run Juristic for the firm, and the sidebar is the first thing every lawyer sees. If the corporate team lives in task boards and structure charts and rarely opens the Document tool, the tools people use every day should be at the top, named the way the firm talks about the work, and the rest out of the way, without asking each lawyer to tidy their own menu.
Two questions decide the setup. Which tools does most of the firm open every week? Pin those, in the order the work runs. Does the firm call any of them something else? Rename those.
Set up the firm's sidebar
Click your name at the bottom of the sidebar, then Admin panel. Under Organisation, click Sidebar menu. The page lists every item that can sit in the sidebar, in the order everyone sees them.
To change the order, drag an item by the handle at the left of its row (Drag to reorder) and drop it where it belongs. The new order saves when you drop it.
To rename an item, click its name and type the firm's word for it, for example Deal management for Project management. Press Enter or click elsewhere to save. A custom name is shown in every language, so pick one that works for everyone in the firm. To go back to the standard name, clear the field: an empty field shows the standard name, translated into each person's language.
Click the pin next to an item. Pin default puts it in everyone's sidebar; on a pinned item, Unpin default takes it out. A filled pin means the item is pinned. Each click saves at once.
Unpinned items are not gone. Everyone still finds them under More in the sidebar, in the same order and with the same names, and can open them from there.
People see the change the next time Juristic loads their sidebar, for example when they next open or refresh it.
Boards is not pinned until you pin it. It is a plain list of task boards, for teams that would rather find a board by name in a table.
What each person can still change
The order and the names are the firm's: everyone sees the same. The pins are a starting point. Anyone can click More and use the pin next to an item to add it to their own sidebar or take it off. That choice is theirs and stays when you change the firm's default later: if a lawyer has pinned or unpinned an item themselves, your setting for that item does not override it. Everyone else follows the firm's default.
Which tools to pin
| The firm's work | Pin by default, at the top |
|---|---|
| Transactions and matter management | Overview, Project management, Structure |
| Disputes | Overview, Timeline, JuristIQ |
| Mixed practice groups | Overview and the tools most teams open every week; the rest stay under More |
Tips from practice
- Unpin what the firm does not have. A tool someone has no access to shows a lock in their sidebar. Taking it off by default saves people clicking into something they cannot use.
- Rename sparingly. A custom name helps when the firm has its own word for the work, but these guides and Juristic support use the standard names. Tell people what a renamed item was called, so they can follow a guide.
- Set it up before the roll-out. People who have not touched their own pins follow whatever you set, so the earlier you set it, the more people start with the firm's menu.
For what lawyers see when they first sign in, see find your way around Juristic. To tell everyone about a change to the menu, see tell everyone in the firm about a change.