Flow

Every guide that uses Flow, whatever the work.

• Getting startedStart from your firm's templatesA new structure, timeline or board built from the firm's template instead of a blank page.
• Getting startedCatch up on what needs youYour recent work, the comments waiting for your answer and your tasks due, from the home page.
• Getting startedFile drafts into the right matterDrafts moved into their matters with meaningful titles, and abandoned drafts deleted.
• Getting startedAsk JuristIQ about the tool you have openAn answer about, or a change to, the structure, timeline, board or insight in front of you, from the JuristIQ side panel.
• TransactionsSet up the deal checklist boardA board in the matter with a task group per workstream, numbered tasks, owners, deadlines and the key deal facts above it.
• TransactionsChoose what to track on each taskColumns for status, responsible people, deadlines and documents, with the firm's labels, defaults and a summary row per group.
• TransactionsStart from the firm's template or an earlier dealA deal board pre-filled from the firm's template or last year's deal, with the matter's details filled in.
• TransactionsTurn a Word checklist into a boardA board whose task groups and tasks follow the Word document's headings, tables and lists, with columns matched.
• TransactionsBring an Excel tracker into a boardThe tracker's rows as tasks and its columns as typed board columns, or an exported board brought back up to date.
• TransactionsBuild the firm's deal checklist templateA board template in a library that any team can apply, with tokens that fill in matter and client details.
• TransactionsRecord the deal details and partiesDeal type, dates, governing law and the parties stored on the matter, by hand or from the term sheet, ready for the CP checklist export.
• TransactionsAssign and follow up the workEvery item with an owner, a status and a running record of updates, internal ones kept from the client.
• TransactionsGive each workstream its own viewSaved views per workstream with their own groups, columns and filters, and who can open them.
• TransactionsFind what is outstanding before closingThe board filtered to the open, overdue or other-side items, saved for you or the whole team.
• TransactionsSee everything you owe across your dealsYour tasks from every board in one list, grouped by when they are due, with your own columns.
• TransactionsPlan the deal timetableA Gantt view of the phases and milestones to closing, with dependent deadlines that move together.
• TransactionsSee the deal's deadlines in a calendarA calendar of the board's dates beside your own Outlook events, so you see the deal's deadlines week by week.
• TransactionsGet reminded before a deadlineEmail reminders sent automatically to the person responsible, before or on each date on the board.
• TransactionsPut the deal dates in the team's Outlook calendarsAn Outlook invitation for each key date on the board, sent to the people on the task and kept in step when the board changes.
• TransactionsAutomate the routine steps on a dealBoard rules that notify, assign, move and create tasks on their own, with a run history that shows what each one did.
• TransactionsSet up recurring tasks on a schedulePost-closing and compliance tasks that the board creates on its own each period, each with its owner and deadline already set.
• TransactionsTurn review findings into tasks and eventsConsents to obtain and contract deadlines turned into owned board tasks or timeline events.
• TransactionsProduce the CP checklist for the other sideA Word conditions precedent checklist numbered 1, (a), (i), with the chosen columns and deal details filled in.
• 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.
• TransactionsWrap up the board after closingThe deal board marked completed, archived out of the way, and back within reach when a post-closing question comes in.
• TransactionsSend the client a status report in WordA Word report of where each item stands, on the firm's template, or a single task written up on its own.
• TransactionsHand the checklist over in ExcelAn Excel workbook of the board the client can sort and sum, and the board updated when it comes back edited.
• TransactionsReport deal progress on a dashboardA dashboard of charts and tables over the deal's boards, shared with the partner or the client.
• Working with clientsSet up a group's templates and standard contentGroup templates and standard building blocks so every new matter starts from the firm's best version.
• Working with clientsSet up the matter's front pageA matter overview with the widgets the team and the client need, set separately for managers, users and clients.
• Working with clientsShare your work with a colleagueColleagues notified by email with a link and a note, and added to the matter if they were not on it.
• Working with clientsDiscuss a draft with the teamA comment thread where the work is, with the right people mentioned and notified.
• Working with clientsFind out who changed whatThe change history of a structure, timeline, board, matter or group, with who and when.
• Working with clientsGive the client access to the matterThe client invited to the matter with everything, or only the boards, timelines, structures and insights you choose.
• Working with clientsGive the client access to their tasksA permission set that lets the client, or the other side's counsel, see and update exactly their part of the board.
• Working with clientsReview and end outside accessEverything shared outside the firm listed, and access removed for people who no longer need it.
• Working with clientsOpen the matter your lawyer shared with youSigned in to your matters and the boards, timelines and structures your law firm shared.
• Working with clientsUpdate your tasks as a clientYour tasks on the shared board updated with status, documents and messages for the law firm.
• AdministrationGive JuristIQ the firm's standing instructionsCustom prompts per tool that make the AI follow the firm's conventions for every user.
• AdministrationMake board Word exports use the firm's templateBoard and task Word exports on the firm's letterhead, styles and table formatting.
• AdministrationSet up the firm's CP checklist exportCustom export templates that turn any deal board into the firm's standard CP checklist.
• AdministrationMake Excel exports look like the firm'sThe firm's fonts, colours and logo on Excel exports from boards, Insights, timelines and cap tables.
• AdministrationGive every board the same Excel columnsReusable Excel column layouts for board exports, with a default for boards without their own.
• AdministrationGive binders the firm's Word templateBinder templates with the firm's styles for the index and section colours, ready for teams to select.
• AdministrationKeep the firm's templates in shared librariesA curated Firm-wide Library and group libraries every team starts from.
• AdministrationChoose the My Work columns for everyoneA firm-wide set of My Work columns that new joiners start with, and that you can put everyone back on.
• 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.
• 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.
• Setup and integrationsRun a document review from your AI assistantAn insight, structure or timeline set up or updated by your assistant in the matter, under your name, ready to continue in Juristic.