Insights

Every guide that uses Insights, 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 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.
• Disputes and litigationAdd the review table's dates to the chronologyDated rows of an Insights table turned into timeline events, columns mapped to event fields.
• 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 litigationSplit a scanned bundle into separate documentsOne long scanned PDF cut into separate documents, each one its own event or row.
• 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.
• TransactionsReuse a review grid on the next dealA new review that starts with the firm's standard due diligence questions instead of retyped columns.
• TransactionsFill the gaps in a review tableA complete review table, with scans read, missing categories filled and empty cells answered.
• TransactionsDecide a review question from the factsJudgement columns decided from extracted facts under a written rule, consistent and open to challenge.
• TransactionsCheck and sign off the reviewEvery cell verified, flagged or commented, corrected where needed and locked once agreed.
• TransactionsSpot the contracts that differ from the restA written synthesis of one term across all contracts, and the outliers against a benchmark document.
• TransactionsTurn review findings into tasks and eventsConsents to obtain and contract deadlines turned into owned board tasks or timeline events.
• TransactionsHand the review over in ExcelAn Excel file of the review in the firm's styling, with questions, reasoning and sign-off status if the reader needs them.
• TransactionsDownload the documents behind a findingA ZIP of the documents for the filtered or selected rows, sent to you by email link.
• Corporate and governanceReview the group's corporate documents in a tableOne row per article, agreement or minute and one column per housekeeping question, checked and exported.
• 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 clientsGive the client access to the matterThe client invited to the matter with everything, or only the boards, timelines, structures and insights you choose.
• AdministrationChoose where the firm's AI runsThe firm's AI provider switched to the one risk and compliance have approved as a data processor.
• AdministrationGive JuristIQ the firm's standing instructionsCustom prompts per tool that make the AI follow the firm's conventions for every user.
• AdministrationMake Excel exports look like the firm'sThe firm's fonts, colours and logo on Excel exports from boards, Insights, timelines and cap tables.
• AdministrationKeep the firm's templates in shared librariesA curated Firm-wide Library and group libraries every team starts from.
• 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.