Matters

Every guide that uses Matters, whatever the work.

• Getting startedFind your way around JuristicYou know where your matters, recent work, tasks and drafts are, and which product to open for the job in front of you.
• Getting startedOpen a matter for new workA matter in the right group, numbered, with its first structure, timeline or board filed in it.
• Getting startedBring your team into the matterThe right colleagues on the matter as Manager or Member, and the people who have left the team taken off.
• 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 startedFind a matter or document fastThe matter, chart, chronology or document you need, opened from one search, including words inside documents.
• Getting startedFile drafts into the right matterDrafts moved into their matters with meaningful titles, and abandoned drafts deleted.
• 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 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.
• Disputes and litigationStart the chronology for a new disputeA named timeline in the dispute's matter, set to the date format the team works in.
• Disputes and litigationMake a version of the chronology for another readerA separate copy to cut down for the client or an expert, with the master untouched, and old timelines archived.
• 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.
• 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.
• 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.
• TransactionsReuse a review grid on the next dealA new review that starts with the firm's standard due diligence questions instead of retyped columns.
• 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.
• TransactionsReport deal progress on a dashboardA dashboard of charts and tables over the deal's boards, shared with the partner or the client.
• Corporate and governanceDraw the group structure chartAn editable group chart in the matter with entities, ownership lines and percentages, flags and registration numbers.
• Corporate and governanceSend a document for four-eyes reviewA screening with the documents and a chain of named reviewers in order, started and filed in the matter.
• Corporate and governanceReuse a structure as a templateA standard structure filed on a group, and added to a structure in any of that group's matters in one step.
• Corporate and governanceSet up the group's elements and relationship typesStandard elements, relationships and attributes in the group's library, offered in every structure in the group's matters.
• Working with clientsSet up a group for a clientA group for the client or practice area with the right access model, managers and members.
• Working with clientsOrganise a matter's work in foldersA long matter's structures and timelines sorted into folders, with copies made where a new version is needed.
• 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 clientsClose and archive a finished matterThe finished matter archived out of the team's lists and search, with everything on it kept and back within reach when a question comes in.
• Working with clientsKeep matter work that is due for deletionWork on a matter that is still needed given a new retention period, or its deletion confirmed.
• 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 clientsKeep shared notes on the matterA running set of notes on the matter overview, newest first, with the team's replies under each one.
• 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 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 clientsDecide what clients see on a matterThe overview clients land on, and client views that set what each kind of client gets when you share.
• Working with clientsCheck what the client seesThe matter previewed through the client's eyes before you invite them.
• 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.
• AdministrationOffboard a lawyer who leaves the firmThe leaver's access ended on the last day, their work kept, and each matter handed to a successor.
• AdministrationPut people in the right groups automaticallyThe firm's Entra groups linked to groups in Juristic, so people land in their practice groups when they sign in.
• AdministrationSet the firm's retention policyA retention period, deletion or archiving on expiry, and warning emails before anything is processed.
• AdministrationGet your firm started on JuristicThe admin panel found and the firm ready for day one: people in, groups set up, matter pages and an announcement.
• AdministrationSet what every matter overview showsAn organisation-wide matter overview for managers, users and clients, which groups and matters follow unless they set their own.
• AdministrationSet up the firm's standard client viewsNamed client views for the whole firm, each with the access a client gets by default when a lawyer shares a matter.
• AdministrationSet AI instructions for a practice groupAI prompts that apply only to one practice group's matters, per tool where needed.
• AdministrationSet up the firm's CP checklist exportCustom export templates that turn any deal board into the firm's standard CP checklist.
• AdministrationShow billing figures on the matter overviewA Financials widget pulling costs and work in progress from the firm's billing system onto each matter.