Documents

Every guide that uses Documents, whatever the work.

• Getting startedFind a matter or document fastThe matter, chart, chronology or document you need, opened from one search, including words inside documents.
• Getting startedAsk JuristIQ about the matter's documentsAn answer drawn from the matter's own documents and records, with cited sources you can check.
• Getting startedCheck JuristIQ's answer against its sourcesEvery statement in the answer traced to the passage it rests on before it goes into advice.
• Getting startedDraft a memo from the matter's documentsA Word draft of the memo, each passage cited to the document it relies on.
• Getting startedKeep the matter's documents in orderThe matter's documents in folders, each described and tagged, with its uses known before anything is deleted.
• Getting startedAdd documents from iManage, SharePoint or NetDocumentsThe documents you need copied into Juristic from the firm's document management system, ready to use.
• Getting startedUpdate a document to the latest iManage versionThe Juristic copy brought up to iManage's latest version without uploading it again.
• Disputes and litigationPull the events out of one key documentA key document's events added to the case timeline, or a new timeline built from them.
• Disputes and litigationLink each event to its evidenceEvery event traceable to its source document, with a list showing where each document is used.
• Disputes and litigationReview the documents disclosed by the other sideEvery disclosed document categorised against the issues in one table, with the relevant ones sent to the case timeline.
• Disputes and litigationMake scanned documents searchableA scanned letter or exhibit turned into a PDF whose text can be searched, selected and read by the AI.
• Disputes and litigationSplit a scanned bundle into separate documentsOne long scanned PDF cut into separate documents, each one its own event or row.
• Disputes and litigationMark up a document for the teamKey passages highlighted and annotated, visible to the team in Juristic.
• TransactionsReview a set of contracts in a tableAn insight with one row per contract and one column per question, each answer with the reasoning behind it.
• TransactionsFill the gaps in a review tableA complete review table, with scans read, missing categories filled and empty cells answered.
• TransactionsDownload the documents behind a findingA ZIP of the documents for the filtered or selected rows, sent to you by email link.
• TransactionsSend the signing documents through DocuSignDocuSign envelopes sent from the deal board, followed in the Signing view, and the signed PDFs downloaded with DocuSign's Certificate of Completion.
• TransactionsPut together the closing binderEvery signed transaction document in one indexed, numbered bundle, as a single PDF or a ZIP of separate files.
• TransactionsPut a document into the firm's house styleA document from outside the firm reformatted with the firm's fonts, margins and styles.
• TransactionsStart a document from a firm template in WordA new letter, memo or agreement opened from the firm's approved template.
• Corporate and governanceKeep each entity's documents on the chartEach company and holding carrying its articles, agreements, notes and links, found from the chart.
• Corporate and governanceFile the record of a completed reviewA PDF report of who reviewed what and when, with the approved documents and the approval evidence, saved with the matter.
• AdministrationGive JuristIQ the firm's standing instructionsCustom prompts per tool that make the AI follow the firm's conventions for every user.
• AdministrationDescribe uploaded documents automaticallyAn AI-written description for every document uploaded by a user with AI access.
• AdministrationGive binders the firm's Word templateBinder templates with the firm's styles for the index and section colours, ready for teams to select.
• AdministrationGive the Word add-in the firm's templates and house styleThe firm's precedents and its reference style document available to every lawyer in the Word add-in.
• AdministrationConnect the firm's DocuSign accountThe firm's DocuSign account connected, active and set as the default, ready for deal teams to send signing documents from their boards.
• AdministrationConnect the firm's document management systemiManage, SharePoint or NetDocuments enabled for the firm, so each lawyer can browse it from Juristic.
• Setup and integrationsConnect Juristic to your AI assistantThe Juristic connector added to your AI assistant, signed in as you, reaching your matters, insights, structures and timelines.