Find your way around Juristic
You know where your matters, recent work, tasks and drafts are, and which product to open for the job in front of you.
Screenshots are taken from the app on every release. Updated 13 October 2026.
It is your first day in Juristic, or your first in a while, and a matter is waiting. Before you build anything, it helps to know where the firm's work is filed and which product does which job.
Two questions decide where you start. Which matter is the work for? And what do you have to hand over at the end: a group chart, a chronology, a checklist, or answers from the documents?
How the work is filed
Juristic files work the way the firm does. A Group is a client or a practice team, and it holds Matters, one for each instruction. Each matter holds its own structures, timelines, task boards, insights and documents, and everyone on the matter can open all of them.
Work you start before you have chosen a matter waits in Drafts until you file it.
Start from the home page
Sign in. The home page opens with a row of cards at the top, one for each product you have access to. Click a card to start a new structure, timeline, board or insight straight away, or to open JuristIQ.
Below it, the tabs sort your work. The tab you used last opens next time you come back.
Tab What you find there Recent The structures, timelines, boards and insights most recently worked on in your matters Drafts Work not yet filed in a matter; the number on the tab counts them Groups The clients and practice teams you belong to Matters Every matter you are on You were mentioned Where a colleague mentioned you in a comment Shared externally Work shared with people outside the firm My Work The tasks assigned to you from every board and matter, if you use task boards To set up something new, click New and choose Group, Matter, Structure, Timeline or Task board. A new matter is where most work starts: see open a matter for new work.
Work inside one matter
Click the box at the top of the sidebar. It shows where you are: your organisation's name until you pick a group or matter. Type in Search Groups and Matters and pick the matter you are working on. Juristic opens the matter, and the sidebar now follows it: the links to structures, timelines, boards and insights open that matter's own lists, and Create new files new work straight into it.
To see across the whole organisation again, open the scope selector and pick the first row, with your organisation's name. Opening a matter or group outside the one you picked does the same.
Keep the tools you use every day in the sidebar. Click More at the bottom of the menu, then the pin next to a tool to keep it in the sidebar; click the pin again to take it off. Pinned Insight and JuristIQ sit together under AI.
When a large chart or a long chronology needs the room, click the arrow at the edge of the sidebar (Collapse) to fold it down to icons, and again (Expand) to bring it back.
To find anything by name, click Search in the sidebar or press Ctrl+K (⌘K on a Mac) from any page. See find a matter or document fast.
Which product for the job
| Your task | Open | Read next |
|---|---|---|
| Draw the client's group chart | Structure | Draw the group structure chart |
| Build the chronology of a dispute | Timeline | Start the chronology for a new dispute |
| Run a closing or matter checklist | Task board | Set up the deal checklist board |
| Ask questions of the matter's documents | JuristIQ | Ask JuristIQ about the matter's documents |
| Ask the same questions across many documents | Insight | Review a set of contracts in a table |
| Look up company facts and accounts | Data tool | Look up a company before the meeting |
Tips from practice
- Pick the matter before you create anything. With the sidebar set to a matter, Create new files the work in that matter. A card at the top of the home page, or an item under New, starts a draft, which you then file into the right matter.
- Name it as you create it. Hold Ctrl (⌘ on a Mac) as you click the card or the item under New for a structure, timeline, board or insight, and Juristic asks for the name and the matter first instead of opening a draft.
- A product is missing. Your organisation decides which products each person has. If a card or a sidebar link you expect is not there, ask your admins.
Next: open a matter for new work, bring your team into the matter and catch up on what needs you.