📖 The basics of Juristic Flow

Where traditional tools like Trello or Jira are general-purpose, Juristic Flow is tailored for legal processes – transactions, disputes, compliance, and advisory projects. It helps you track tasks, responsibilities, and deadlines in a visual way that is easy to update, share, and export.

So what makes Juristic Flow stand out?

• Advanced templating and automations designed for lawyers, such as Outlook calendar syncronisation of tasks or DocuSign integration.

• You can assign tasks to individuals or teams, track progress, and even build automated processes that mirror how legal projects unfold.

• You can export boards into Word or Excel – turning the board into a formal deliverable when needed and with permission sets for external stakeholders.
  
  

How to use the base features of Juristic Flow

 

1. Setting up your workspace

Before you create a taskboard, you’ll need to place it within a Group and a Case. Think of a Group as a folder and a Case as a specific matter.

• On the dashboard, click Groups → Create new. Give it a meaningful name, for example “M&A Projects” or “Client: Nordic Dispute”.

• Inside the Group, click Create new Case. This could be “Acquisition of Company Y” or “Litigation – Smith v. Jones”.

• Finally, within the Case, click Create new Task board.

You can also get started directly from the Dashboard / Overview. Simply click + Task board and the system creates a draft task board. It works like when you open a Word document, but it is not yet saved on your computer.

2. Building your first task board

A Task board consists of rows (tasks) and columns (attributes). Each row is a task, such as “Prepare SPA draft” or “Submit regulatory filing”. Each column holds information about the task – status, assignee, due date, priority, documents, or custom fields.

Cells are editable directly in the board, so you can update information without opening separate forms. For example, you can click into a “Status” cell to mark it “In Progress” or update a “Date” cell by selecting a deadline. Many columns come with predefined contents, such as standard status values or drop-down lists for task categories, which makes boards consistent across matters.

Example:
In a litigation Task board, you might have rows for “File statement of claim”, “Collect witness evidence”, and “Prepare closing submissions”. Columns could include Status, Responsible lawyer, Deadline, and Attached documents. Updating progress is as simple as clicking into the relevant cell.

3. Customising your task board

Flow Task boards are highly configurable. You can add, remove, or reorder columns to suit the matter. Predefined column types include (but are not limited to) Status, People, Dates, Priority, Timeline, and Documents, but you can also add custom columns for client-specific needs.

Columns can be tailored to reflect your process. For an M&A deal, you might create columns for Counterparty, Signing Date, and Condition Precedent. For a compliance project, you might have Risk Level, Jurisdiction, and Client Contact.

Because all cells are live and editable, the Task board quickly becomes a living overview of the project, visible to everyone who needs access.

 

4. Different views of your task board

While the standard board view is most common, Juristic Flow also gives you additional ways to visualise your tasks.

The Gantt view displays tasks along a timeline, using dates from the “Timeline” column. Here you can set milestones and periods, making it easy to see dependencies and overall progress. Milestones appear as markers for key deadlines, while periods show longer phases of work. This is particularly useful for transactions or litigation processes with fixed schedules.

The List view gives you a compressed table-like display of tasks. This is a highly efficient way to see a large number of items at once, making it easy to update multiple tasks quickly or get a bird’s-eye view of the whole project.

Example:
For a cross-border restructuring, the Gantt view might show regulatory filings staggered across different jurisdictions, with milestones for shareholder approvals. Meanwhile, the list view gives you a quick way to review all pending filings and update their statuses in bulk.

5. Exporting and sharing

Just like Structure and Timeline, Flow Task boards can be exported into formats suitable for clients and partners. Export to Word to create a formatted status report, Excel to produce a sortable task list. That makes it easy to share a snapshot of the current board. These exports let you transform the working Task board into a deliverable that fits traditional client expectations.

Collaboration in Juristic Flow is built around secure sharing and clear permission management. Task boards can be shared both internally with colleagues and externally with clients or counterparties, ensuring everyone works from the same source of truth.

When you share a board, you can select from predefined permission sets – for example, full editing rights for team members, or view-only access for clients. This can work on a task-by-task basis and be saved to templates, so you don't have to define it every time.

This means you stay in control of who can make changes, who can provide input, and who can simply observe progress. By defining permissions up front, you avoid confusion, maintain data integrity, and ensure sensitive information is always handled appropriately.

 

6. Manage and refine your task board

Task boards are built to evolve as your matter progresses. You can add new tasks, reassign responsibilities, change deadlines, or restructure columns at any time. Bulk edits allow you to change multiple tasks at once, saving time in larger projects.

Colour coding highlights urgency or categorises workstreams, so a client can see at a glance which tasks are completed, ongoing, or at risk.

Attaching documents directly to tasks ensures that work and supporting files stay connected.

Collaboration is seamless – colleagues can join the board, update tasks in real time, and leave notes in context.

Example:
In a regulatory compliance project, you colour urgent filings in red, assign them to the regulatory team, and attach draft filings directly to the tasks. This way everyone sees what is urgent, who is responsible, and has the documents at hand.