Browse guides
Corporate and governance
Group structures, company data and the housekeeping around them.
Building the chart
- Draw the group structure chartAn editable group chart in the matter with entities, ownership lines and percentages, flags and registration numbers.
- Import a group from the company registerThe company's registered ownership chain on the chart, with registration numbers, flags and ownership shares to build on.
- Turn the client's existing chart into a structureA PowerPoint, Excel, PDF or photographed chart rebuilt as editable elements and relationships, matched to the firm's element types.
- Draw a structure from a descriptionA first-draft structure slide drawn from a plain-language description, refined by follow-up instructions.
- Keep each entity's documents on the chartEach company and holding carrying its articles, agreements, notes and links, found from the chart.
- Work with a large group chartA chart of dozens or hundreds of entities you can search, navigate and present, with dense parts collapsed.
- Tidy up the chart before it goes outAn evenly laid-out, consistently styled chart that fits the slide.
- Explain the chart with a legendA legend on each slide listing what the reader needs, in the right place.
- Set up the Structure canvas the way you workYour own toolbar layout, canvas and selection settings, like the tools you know.
Ownership and analysis
- Trace ownership through the groupA company's owners and subsidiaries highlighted through every layer above a threshold you set.
- Build the cap table from the chartA cap table with share classes, shares, ownership and share value, built from the owners already on the chart.
- Flag risky holdings as the chart is drawnPatterns that need attention flagged automatically on the group's charts, with the firm's warning text.
Step plans
- Build a step plan for a reorganisationOne slide per step showing the group before, after each step and at the end, with text and a table of contents.
- Have JuristIQ build the step paperA step paper built slide by slide by JuristIQ from the starting structure and the deal documents, each step reviewed.
- Adapt a step paper from a precedentThe firm's precedent step paper imported as slides and adapted page by page to this deal.
- Change a name once across the step planAn entity linked across every slide and renamed once, in boxes and texts throughout the deck.
- Draft the explanation beside the chartSlide text drafted from the diagram and edited with tracked changes the partner can accept or reject.
- Fill step slides with the firm's standard textsSlides with the firm's standard explanation beside each step Juristic recognises on the chart, with the deal's names filled in once.
Delivering the chart
- Send the structure as an editable PowerPointA PowerPoint in the firm's template with editable shapes, the chosen slides and the firm's slide packs.
- Put the group chart into a memo or opinionA Word page, PDF or image of the chosen slides, fixed for an opinion, report, binder or filing.
- Insert a structure chart into a Word documentThe current group chart inserted as a picture into the opinion or memo you are writing in Word.
- Keep the deck's structure slides up to dateStructure slides in the PowerPoint deck as native shapes, updated from Juristic and sending edits back.
Review and sign-off
- Get a colleague's comments on the chartComment threads pinned to points on the chart, colleagues tagged and threads removed when settled.
- Send a document for four-eyes reviewA screening with the documents and a chain of named reviewers in order, started and filed in the matter.
- Review and approve a document in a screeningYour step approved with a comment or evidence on record, or the work sent back to the right step with a reason.
- Revise and resubmit after changes are requestedThe revised version uploaded and put back through review, with the version history kept.
- Approve on behalf of an absent reviewerA step approved in the absent reviewer's place, with the authority document kept on the screening.
- Change the review chain during a reviewA reviewer added, renamed or reassigned while the screening runs, with the steps already reviewed left as they were decided.
- File the record of a completed reviewA PDF report of who reviewed what and when, with the approved documents and the approval evidence, saved with the matter.
Templates and building blocks
- Reuse 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.
- Set 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.
Company data
- Look up a company before the meetingThe register facts on a company in one place: owners, beneficial owners, management, power to bind and recent registrations.
- Check a company's accounts and key figuresThe filed profit and loss, balance sheet and key ratios for a year, with the trend across the filed years.
- Check a Danish company's tax positionA Danish company's published taxable income and tax, its joint taxation group and administration company.
- Collect the group's annual reportsThe filed annual reports of the chosen group companies emailed to you as one ZIP.
- Review the group's corporate documents in a tableOne row per article, agreement or minute and one column per housekeeping question, checked and exported.