Set up the group's elements and relationship types
Standard elements, relationships and attributes in the group's library, offered in every structure in the group's matters.
Screenshots are taken from the app on every release. Updated 13 October 2026.
Every chart the team draws for a client uses the same handful of things: a holding company, an operating company, a fund, a trust; ownership lines, loans, licences. If each lawyer draws them from basic shapes, no two charts look alike and the registration number sits in a different place every time. Set them up once in the group's library, and every structure in the group's matters offers them ready-made.
This is work for the knowledge lawyer or the group admin; you need to be an admin of the group to change its library. Two questions decide what you set up. Which entities and lines come back on this client's charts? And what does the team need to record on each of them?
Open the group's library
Open the client's group and click Library at the top of the overview.
Below the group's templates, the library lists its kinds of building blocks with the number of each, among them Elements, Relationships and Attributes. Click one to open its list. If the names are greyed out, you are not an admin of the group: ask one of its admins.
Create the attributes
An attribute is a fact you record on an element, such as its country, registration number or legal form. Create them first, so they are ready when you build the elements.
Click Attributes, then Create new.
In Create new Attribute, give it a name, such as "Registration number" or "Legal form", and a Description the team will understand.
Choose how it is filled in. Value lets the user type anything, which suits a registration number or a date. Options lets the user choose from a fixed list: type each choice under Enter default options, such as "A/S", "ApS" and "Holding". A fixed list keeps the spelling the same on every chart.
Click Save.
Create the elements
An element is a box on the chart: a type of entity, with its look and its attributes.
Go back to the library, click Elements, then Create new. A new element opens, with its settings on the right and a preview beside them.
Under Name, call it what the team calls it, such as "Holding company". The name has to be unique in the group. Add a Description if it needs explaining.
Under Category, group it with its kind, such as "Entities" or "Persons". In a structure, the Add Element panel lists the group's elements under their categories; elements without one are listed under Group content.
Under Select default Attributes for the Element, add the attributes it should carry. Each one gets a row where you can set a Value that every new copy starts with, and the eye icon decides whether it shows on the chart. If an attribute does not exist yet, type its name and choose Create to make it on the spot as a Value attribute.
Set the look: Figure for the shape, Background colour, Border colour and Text colour, Font and Font size, and Width and Height, or Fit size to text to let the box grow with its name. Icon and Country add an icon or a flag.
Click the save icon (Save) at the top.
Create the relationships
A relationship is a type of line between elements: ownership, a loan, a licence, a guarantee.
Go back to the library, click Relationships, then Create new. A new relationship opens, with its settings on the right and a preview of the line.
Under Title, name it, such as "Ownership" or "Licence", and give it a Category if you will have several kinds of lines.
Choose what the line carries. Value lets the user type anything on it, such as an ownership percentage or a loan amount. Options gives a fixed list under Enter default options, such as "Exclusive" and "Non-exclusive" for a licence.
Set the line under Type: the Shape (curved, straight or stepped) and the Style (solid, dashed or dotted). Under Arrow configuration, choose the arrowhead at the Line start and the Line end, so the reader can tell which way the ownership or the money goes.
Set the Line colour, the Font and Font size of the value, and whether to Hide label or Hide value on the chart. Then click the save icon (Save) at the top.
Use them in a structure
Open a structure in one of the group's matters. The Add Element panel lists the group's elements under their categories, ready to drag onto the canvas, and the line tool (Default Relationship) lists the group's relationships. See draw the group structure chart.
Choices for the group
| What the team draws | What to set up |
|---|---|
| Ownership charts for one client group | One element per entity type, an "Ownership" relationship with Value for the percentage, and attributes for country and registration number |
| Financing structures | Relationships for loans, guarantees and security, each with its own line style and arrows, so the reader tells them apart without a legend |
| Charts that go to an authority | An attribute with Options for the legal form, so every chart spells it the same way |
Tips from practice
- Check before you delete. Show uses on a block lists the structures and other blocks that use it. If you delete one that is in use, Juristic lists where it is used and asks you to Keep the block or Delete anyway.
- Fewer, clearer blocks. Five well-named elements are used; thirty are not. Use categories to keep the Add Element panel short.
- Firm-wide or group-wide. Blocks every client's charts need belong in the firm's shared library; see keep the firm's templates in shared libraries. Keep the group's library for what is particular to this client.
- Explain the chart. Distinct line styles and colours only help if the reader knows what they mean; see explain the chart with a legend.
To file a whole chart as a starting point for the group's next deal, see reuse a structure as a template. For the group's other standard content, see set up a group's templates and standard content.