Changelog

You can now decide which firm-wide elements Structure uses when importing a company chart, so imported diagrams match your firm's conventions from the start instead of needing manual cleanup afterwards.

Under Admin → Tool defaults → Structure → Company chart defaults, admins can pick a firm-wide draft element for each role:

• Company — used when the imported entity is a company

• Other participant — used for non-company entities (foreign owners, foundations, etc.)

• Person — used for individual owners

• Ownership — used for the ownership lines between elements

Matter-specific elements still take precedence: if a matter has its own element with the same name, that one wins over the firm-wide default.

You can now create fully customizable Word exports for your boards. Instead of exporting every column, pick exactly which columns to include, rename headers, and control the layout - then export with one click.

Highlights

• Custom export templates - Admins can create reusable export templates at the organization level, so your team starts from a consistent baseline

• Per-board configuration - Each board can have its own export setup, tailored to that specific workflow

• Smart column matching - When applying a template to a board, columns are automatically matched by type and name - no manual mapping needed for most setups

• Merge fields - Include deal details and key parties (company, target, lender, and more) that get filled in automatically

• Redesigned export menu - The board export menu now clearly separates Excel and Word options, with "All columns" and "Custom" choices under each format

You can now use four new diagonal shapes in your workspace - rectangle and rounded rectangle variants with a diagonal line running either left-to-right or right-to-left. These work just like the existing cross shapes but with a single dividing line, giving you a clean way to split a node into two color zones.

We've also added a double border style to all nodes and group nodes. Select "double" from the border style picker to render two parallel lines around any shape - including complex shapes like hybrid arrows, ovals, and cross rectangles. The double border is fully supported in PowerPoint exports too.

Setting up an insight with many columns just got a lot faster. Upload an Excel file with three columns — Label, Prompt, and Column type — and each row becomes a new column in your insight, ready to extract data from any case.

Define everything once in a spreadsheet, drop it in, and you're done. Supported types include shorttext, date, list, and the rest you already use. Only column definitions are imported, never row data, so the same spreadsheet works as a reusable template across cases and matters.

Available now in any insight. .xls and .xlsx supported.

You can now use oval-based stacked and double shapes in your structures - the same layout patterns you know from stacked and double rectangles, now with ovals.

Four new shapes are available in the shape picker under the stacked shapes section:

• Stacked Ovals - three layered ovals, offset diagonally

• Stacked Ovals (Flipped) - same pattern, mirrored direction

• Double Ovals - two layered ovals, offset diagonally

• Double Ovals (Flipped) - same pattern, mirrored direction

All four shapes are fully supported in PowerPoint exports.

Previously, undo and redo were disabled when mirror mode was active - any changes you made across slides couldn't be stepped back. That's now fixed.

When you edit, move, resize, create, or delete elements in mirror mode, every mirrored slide is included in the undo/redo stack. One undo reverts the change everywhere - no need to manually fix each slide.

The sidebar has been rebuilt around the idea of scope — the workspace, group, or matter you are currently working in. Navigation, dashboards, and the create button all adapt to where you are, so you stop bouncing between unrelated context every time you click a link.

What is new

• Scope selector at the top of the sidebar lets you pin Juristic to your whole workspace, a specific group, or a single matter.
• Context-aware menu links resolve dynamically — My work, My groups, Dashboards and the AI entry now point to the right place based on the active scope.
• Pinnable menu items with per-user overrides, plus organization-wide menu defaults so admins can decide which items every user sees pinned by default.
• Redesigned sidebar footer: a Help popper with knowledge base + changelog links, an Admin / App toggle button, and a refined user profile menu with avatar and email.
• Collapsed mode keeps the sidebar narrow and surfaces sub-menus through a popper, with hover tooltips on the scope selector.
• Welcome onboarding modal introduces the new scope concept the first time a user logs in after the update.

Why it is useful

Most work in Juristic happens inside a matter or a group, but the sidebar previously stayed identical regardless of where you were. Anchoring the navigation to a scope means fewer clicks to reach the dashboards, boards, and AI tools that belong to the case in front of you, and gives admins a way to standardize the navigation across the whole organization.

Matter layouts now follow a clear inheritance chain: organization → group → matter. Configure the experience once at the right level and every matter underneath inherits it automatically.

What is new

• Organization defaults — set the baseline layout from Admin → Organization → Matter layouts. It applies to every matter that does not override it.
• Group overrides — give a specific group its own widget arrangement when its work differs from the rest of the organization.
• Per-matter overrides — matter admins can fine-tune a single matter without touching the rest of the org or group.
• Per-role tabs at every level — edit the Admin, Lawyer and Client layouts independently.
• Reset to inherit — clear an override at any level and that matter falls back to the next layer (group → org → built-in default).

Why it is useful

Legal practices are not flat. A real-estate group needs a different matter view than a litigation group, and a single high-stakes transaction may need its own layout. The new inheritance chain lets organizations set sensible defaults centrally and only diverge where it really matters.