Platform

Every guide that uses Platform, 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 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 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 startedSet your name, initials and languageCorrect name and initials on your avatar, and Juristic in the language and spelling you write in.
• Getting startedGet help from Juristic supportA message to support filed under the right category, or a booked support call.
• 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 litigationFlag open questions in the chronologyGaps and doubts raised where the facts are, with the right person notified and nothing of it in the export.
• Disputes and litigationInsert the chronology into a Word documentThe case timeline inserted as a table into the brief, letter or memo you are writing in Word.
• TransactionsReview a contract in Word with JuristIQAnswers about the draft open in Word, and proposed edits applied only where you choose.
• 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 governanceInsert a structure chart into a Word documentThe current group chart inserted as a picture into the opinion or memo you are writing in Word.
• Corporate and governanceKeep the deck's structure slides up to dateStructure slides in the PowerPoint deck as native shapes, updated from Juristic and sending edits back.
• Corporate and governanceGet a colleague's comments on the chartComment threads pinned to points on the chart, colleagues tagged and threads removed when settled.
• 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 clientsDiscuss a draft with the teamA comment thread where the work is, with the right people mentioned and notified.
• Working with clientsShare a chart or chronology outside the firmCo-counsel, an expert or the client given one structure or timeline through a personal link, view-only or editable.
• AdministrationGive a new joiner access to JuristicAn invited user with the right role, a licence and the right modules from day one.
• AdministrationBring a whole team into JuristicEveryone on HR's list invited in one go, with a report of rows not imported.
• AdministrationDecide who administers JuristicA small, named set of Administrators, everyone else as User.
• 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.
• AdministrationAdd a product to the firm's subscriptionA request to Juristic to switch a module on for the whole firm, with the reason, and a check of who gets it.
• AdministrationSet up single sign-on for the firmLawyers signing in to Juristic with their firm account through Microsoft Entra ID or SAML, with no separate password to keep.
• 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.
• AdministrationCheck the firm's audit trailA filtered record of role changes, deactivations and policy changes, exported for the file.
• 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 the firm's policies for JuristicWho may create groups, how support requests reach Juristic and how initials appear, set once for everyone.
• AdministrationPut the firm's logo and colours on JuristicThe firm's logo in the app and on Word exports, and its colour palette in every colour picker.
• 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.
• AdministrationChoose what the sidebar shows for everyoneThe firm's default sidebar pins every new user starts with, which each person can still change for themselves.
• AdministrationTell everyone in the firm about a changeAn announcement everyone in the firm sees in a popup the next time they open Juristic, repeated as often as 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 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.
• AdministrationKeep the firm's templates in shared librariesA curated Firm-wide Library and group libraries every team starts from.
• AdministrationConnect the firm's document management systemiManage, SharePoint or NetDocuments enabled for the firm, so each lawyer can browse it from Juristic.
• AdministrationShow billing figures on the matter overviewA Financials widget pulling costs and work in progress from the firm's billing system onto each matter.
• Setup and integrationsRoll out the Word and PowerPoint add-insThe Juristic add-ins deployed from the Microsoft 365 admin centre to the people who need them.
• Setup and integrationsSign in to Juristic in Word and PowerPointThe add-in signed in and ready the first time you open it.
• 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.