Browse guides
Administration
For your organisation's admins: people and access, single sign-on, templates, defaults, AI and integrations.
People and access
- Give a new joiner access to JuristicAn invited user with the right role, a licence and the right modules from day one.
- Bring a whole team into JuristicEveryone on HR's list invited in one go, with a report of rows not imported.
- Decide who administers JuristicA small, named set of Administrators, everyone else as User.
- Offboard a lawyer who leaves the firmThe leaver's access ended on the last day, their work kept, and each matter handed to a successor.
- Add 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.
Security and compliance
- Set 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.
- Put 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.
- Check the firm's audit trailA filtered record of role changes, deactivations and policy changes, exported for the file.
- Set the firm's retention policyA retention period, deletion or archiving on expiry, and warning emails before anything is processed.
Organisation and matters
- Get 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.
- Set the firm's policies for JuristicWho may create groups, how support requests reach Juristic and how initials appear, set once for everyone.
- Put 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.
- Set what every matter overview showsAn organisation-wide matter overview for managers, users and clients, which groups and matters follow unless they set their own.
- Set 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.
- Choose what the sidebar shows for everyoneThe firm's default sidebar pins every new user starts with, which each person can still change for themselves.
- Tell 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.
AI
- Choose where the firm's AI runsThe firm's AI provider switched to the one risk and compliance have approved as a data processor.
- Give JuristIQ the firm's standing instructionsCustom prompts per tool that make the AI follow the firm's conventions for every user.
- Set AI instructions for a practice groupAI prompts that apply only to one practice group's matters, per tool where needed.
- Describe uploaded documents automaticallyAn AI-written description for every document uploaded by a user with AI access.
Templates
- Make board Word exports use the firm's templateBoard and task Word exports on the firm's letterhead, styles and table formatting.
- Set up the firm's CP checklist exportCustom export templates that turn any deal board into the firm's standard CP checklist.
- Make Excel exports look like the firm'sThe firm's fonts, colours and logo on Excel exports from boards, Insights, timelines and cap tables.
- Give every board the same Excel columnsReusable Excel column layouts for board exports, with a default for boards without their own.
- Give binders the firm's Word templateBinder templates with the firm's styles for the index and section colours, ready for teams to select.
- Add the firm's slides to PowerPoint exportsThe firm's standard slides, organised by practice area, offered under Include slide packs in every structure export.
- Give 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.
- Keep the firm's templates in shared librariesA curated Firm-wide Library and group libraries every team starts from.
Tool defaults
- Give new structure elements the firm's lookNew boxes, lines and slide legends that start in the firm's house style, whether a lawyer or the structure chat draws them.
- Set up company chart imports for the firmRegister imports drawn with the firm's own elements for companies, people, directors and ownership lines.
- Choose how Structure opens for new usersNew users open Structure in the toolbar layout and on the canvas that suit the firm's charts.
- Give timelines the firm's lookThe firm's date format, opening view, event colours and timeline line for the chronologies everyone builds.
- Choose 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.
Integrations
- Connect 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.
- Connect the firm's document management systemiManage, SharePoint or NetDocuments enabled for the firm, so each lawyer can browse it from Juristic.
- Show billing figures on the matter overviewA Financials widget pulling costs and work in progress from the firm's billing system onto each matter.