Changelog

Choose Setup only or Setup and data when you duplicate a board. Setup only copies the columns, views, empty task groups, automations and permission sets without any tasks, and works for boards of more than 1,000 tasks.

Drop a .pst mailbox file into Import files on a timeline to import every email in it, as if each had been uploaded on its own. Mailbox files are accepted by the timeline import only, not in JuristIQ chats or Insight.

Import a spreadsheet from the Tables tab of a timeline's import panel and choose what each column becomes, from start date and title to people, tags or swimlane. Columns named like the template are filled in for you, and with AI access the others are suggested by AI.

Choose Save as template in a board's menu inside a matter to put its setup in the library of the matter's group. Group managers can use it, and organisation admins can also save to the Firm-wide Library.

The activity log records more changes across Flow, Timeline, Structure, Insight, Screening, documents, matters and sharing, and names the automation or external agent behind each one. On Flow boards, every cell change shows its previous and new value, and a date linked by an offset says which date it follows.

Edit a Long text cell on a board to add bold, italic, underline, lists and links from its toolbar, or with Ctrl+B, Ctrl+I and Ctrl+U (Cmd on a Mac). The formatting shows in the cell and in Word exports, and text pasted from Word or the web keeps it.

When a board manager shows or hides a date column in the Calendar legend, the view keeps the choice for everyone. Date column colours set there apply across the board, including the dots on the Gantt.

In the new Gantt, pick Colour in the toolbar to colour each bar by a Status, Label, Priority or Dropdown column, and Dates to show further date columns on each row. Board managers set both, and the view keeps them for everyone.

Choose Copy to other boards in an automation's menu, or Select to copy several at once, then pick from the boards whose automations you manage. Columns are matched by title and type, labels and task groups by name, and anything unmatched is picked by hand. Each copy is independent.

Let everyone in the organisation pick any group when they create a matter, under Policies in the admin panel's General page. They get access to the matter they create, not to the group or its other matters.

Ask JuristIQ for matter documents and the Word, Excel or PowerPoint files it made, in the app or from an AI assistant connected over MCP, and it answers with one download card. One file downloads as itself and several as one zip, and the link works for seven days.

Select tasks in a board's table and drag one of them by its handle to move them all, in their order, to another position or task group. Subtasks go with their parent, and Move to in the right-click menu moves the whole selection.

Events added to a timeline, or edited in their title, description or date, are compared with events dated a day either side. Ask JuristIQ in the timeline chat to check a whole timeline, and review each group of likely copies from the duplicates button in the toolbar.

Turn on Include attachments in a board's Export menu to download the Excel or Word export as one ZIP, with a folder for each task holding the files from its Files columns. Only files you can open are included, up to 1,000 files or 1 GB.

Turn off Summary row on the Columns tab of Edit view to hide the row that sums up each task group's columns in that view. The summary row appears only while Show all tasks (no scroll) is on in Board settings.

With each message, JuristIQ in a timeline's chat reads its swimlanes, tags, people, stories and events, and changes any of them, along with story filters and display settings, from a single instruction. Every event is included on timelines of up to 150 events, and a deletion asks you first.

Ask new people for their designation, office and practice group when they first sign in, with the options set under General in the admin panel. A practice group can add them to a team or group, and usage can be filtered, grouped and exported by each answer.

When a request in the Word add-in could mean more than one thing, such as which party, clause or tone, the assistant asks above the message box before it edits. Pick an option or write your own answer, and sending a new message skips the question.

Pick a matter template under Start from when you create a matter, and the new matter opens with its Flow boards, Timelines, Structures, binders and page layout. Organisation admins and group managers build templates in the Library and choose who can use them.

A timeline's activity log records swimlanes and tags being added, renamed, recoloured, moved or deleted, changes to stories and their filters, events taken out of a swimlane, and changes to the date format and display.

In the settings of a relative timeline, Show grid turns the background grid on or off, and Swimlane borders sets how every swimlane is outlined. Both are saved on the timeline for everyone working on it, and the border style also applies to PDF exports.

A board created from a template that copies tasks per party offers an update when parties are added or renamed in Deal details & parties, with a preview of the rows it adds and renames. Rows of removed parties are kept, and only groups you can edit change.

Pick Usage in the Board menu to see who opened or worked on a board in a date range, internal or external, and export the table to Excel. Only board managers can open it, and it counts opens, edits, comments and time logged, not time spent with the board open.

An AI assistant connected to your account over MCP creates, reads, edits, copies and archives your boards, and reads and posts task comments, with @mentions that tag a colleague on the comment. Deleting, archiving or clearing anything asks you to confirm in the assistant first.

Import a PowerPoint deck into a structure and the Build a structure tab finds the charts on its slides and rebuilds the ones you tick as editable structures. It works in organisations with AI tools once an admin turns on Convert PowerPoint presentations with Microsoft under Automation in Admin.

Expand or collapse every task group at once in a permission set's board access grid, with the button next to its search. The button is unavailable while a search is active, as search results always show their task groups expanded.

Ask the assistant in the Word add-in to flag or comment on a clause and it leaves a Word comment on those exact words, without changing the text. It can also underline, bold or italicise a single term rather than the whole paragraph.

Imported documents in which JuristIQ found no dates appear in the same review as the rest, under one toolbar button. Check each one, mark any dates it missed, or use Confirm no dates to close it and move to the next document.

Under Break-glass access, super admins see who created each Structure, matter, group, Timeline, board and Insight, and who last changed it and when, with a button to open it. Edits inside a tool, such as a board cell, count as changes, while opens and exports do not.

Choose your organisation's heading and body fonts on the Fonts page in Admin, with a live preview. Slides and exports use them where a template sets no font of its own, and PowerPoint exports carry any font Office does not install.

Word documents, PowerPoint decks and timeline PDFs made by an AI assistant connected over MCP arrive in the conversation as a card that downloads the file. An assistant that does not display MCP Apps shows the link on its own.

Open Edit labels in a dropdown column and drag each option by its handle into the order you want. The order is saved on the column, so every picker, filter and automation on the board lists the options the same way.

Upload a Word document to a JuristIQ chat and ask for changes, by clause number if you like, and it edits the document itself as tracked changes by JuristIQ to accept or reject in Word. Numbering, styles, headers and comments stay as they were, and your upload is never changed.

Ask any AI chat for a schedule, register or tracker and it writes an Excel file in your firm's Excel export colours, with typed columns, filters and live totals. Ask for changes and it writes the next version, keeping each earlier one to download.

Click AI analysis in a timeline's tabs to have JuristIQ suggest contradictions and arguments across its events, for you to accept, edit or dismiss. Each finding lists the events it rests on, you can add your own, and a later analysis builds on the ones you kept.

Click the avatars on a timeline to see who is in its Linear, Relative and Table views. Go to a colleague to switch to their view and centre on their cursor, or follow them to change view whenever they do.

Use Import to add files from iManage, SharePoint or NetDocuments to Timeline events, Screening feedback and step evidence, signing envelopes in Project management, and JuristIQ document requests, as well as in the Upload documents dialog. A source you have no access to is listed but unavailable.

Click Import from Excel or CSV beside Add people in a board's permission set to add up to 500 people from a .csv or .xlsx file. People new to the board get the usual share e-mail, and colleagues from your organisation are skipped.

When JuristIQ changes a timeline, its cursor moves to each event card, rings it and shows what it is doing, for everyone on the timeline. It reads the events you have selected or have on screen, points at events you ask about and can walk you through the timeline.

Slides imported from PowerPoint into a structure are linked when the import finishes, to each other and to the slides before them. An edit to an entity in Mirror Mode then reaches the same entity on the other slides.

For a large edit, JuristIQ starts up to four cursor agents on the timeline canvas, each with its own name, colour and swimlanes or date range, working in parallel. Click an agent's label to follow it, and the person who asked can stop any agent from its label.

Click Preview on a Word, PowerPoint or PDF file an AI chat wrote to read it beside the conversation. For a revised Word document, Show changes marks deletions in red and insertions in blue, and the download menu offers a copy with tracked changes.

Ask a JuristIQ chat to change a board, timeline, structure or Insight export, and it edits that file as its next version, copying a slide or bringing back a deleted one. When the source changes, it exports again into the same file and applies your earlier edits again.

Ask an AI chat to change a Word document it wrote, in the same chat or a later one, and it writes the next version into the same template. Each version keeps its own download card, and its download link keeps working for as long as the file is kept.

Every loading indicator shows what it is waiting for, such as JuristIQ thinking, a scanned document being read, a search or a sync with a document system. When the live connection drops, a reconnecting mark appears beside the collaborators' avatars until it returns.

Describe an automation in your own words in the board chat, or to an AI assistant connected over MCP, and it is built from the board's columns, statuses, groups and people, with a question back where a part is unclear. Only board managers can create automations.

Drag the edge of a slide legend in until its entries stand in one column, for a slim key down the side of a slide. When you let go, the legend grows to fit every entry, and PowerPoint exports keep the same layout.

Choose "When any change occurs to a task" as a board automation's trigger to start it whenever a task's cells, status, title, group, subtasks, comments or assignees change. Changes within 30 seconds of each other start one run, and its run history lists what changed.

Turn off Show quick-create shortcuts on the home page, under Policies on the General page in Admin, to hide the home page cards and New menu entries that create a draft outside any group or matter. People can still create everything inside groups and matters.

Click the avatars in the toolbar of a Structure or Timeline to see everyone who can open it, internal and external, with where their access comes from and whether they can edit or view. Share marks colleagues who already have access and does not invite them again.

A new permission set opens in steps for its name, board access, views, actions and people, then a review that warns when members would see nothing. To go through an existing set the same way, open it from Permissions in the board menu and click Step by step.

Drag the sidebar's items into order, rename them and choose which are pinned for everyone under Sidebar menu in the admin panel, including Boards, a plain list of your boards. A name you set shows in every language, and people can still pin items for themselves.

See who changed your organisation's users, roles, templates, defaults, integrations and branding under Audit log in the admin panel, filter by person, action or date, and export it as CSV. Changes made by the support team show as Support, without a name.

Choose Auto layout in the structure toolbar to arrange a slide as an ownership chart around the selected company, with owners above and subsidiaries below. Imports from company registers and Excel are laid out the same way, beside what is already on the slide.

Super admins start a time-limited break-glass session, with a reason, to open matters and groups they are not a member of, and can give a colleague time-limited access to one matter from Break-glass access. Everything done in a session is recorded in the audit log.

Use Import on a structure template in a group's library to build it from a PDF page or an image, with the entities, ownership lines and percentages as editable elements. Anyone who can edit the template can use it.

Select rows in a timeline's Documents, People or Tags panel, or select all that match your search, and delete them together. Choose whether the events they are on are deleted too or kept, also when deleting a document from the document viewer, and search the events listed under any row.

Double-click an icon from the icon library on a slide, or click Add caption in its toolbar, to write a caption centred below it and styled from the text toolbar. The caption moves with the icon and is included in PowerPoint, PDF, image and Word exports.

Board managers open a view and choose Edit views from the Board menu to set the columns and task groups it shows, its filters, which permission sets can open it and which sets land on it. Hiding a column in a view doesn't restrict anyone's access.

Collapse or expand every task group on a board with one button in the board toolbar. It works in views that show task groups, and each group still opens and closes on its own.

Select an element and open Colours to give its attributes a text colour of their own, on the Attribute text tab. Until you pick one, Same as text stays ticked and they follow the element's text colour.

Right-click an element and choose Copy formatting, then Copy size, to give other elements its width, height and text sizes while they keep their own shape and colours. Paste onto one element or a selection with Paste size or Ctrl+Shift+V.

In a link column, the link's name opens it and the pencil edits it. A Multiple links cell opens a list to add, edit or remove links, with suggestions from other tasks in the column.

Group colleagues into teams under Teams in the admin panel, or mirror an identity provider group, and give a team access to a matter, group, board or tool. Joiners get that access, leavers lose it, and an ethical wall keeps a person out of a matter or group.

Choose Hide from users in a template's menu in a group's library to keep a template in progress from everyone except the people who can edit it. Editors still see and use it, and it returns for everyone with Show to users.

Use Import in the Upload documents dialog to add files from iManage, SharePoint or NetDocuments alongside files from your computer, and they are saved as documents in the current folder. Each source is available when your organisation has connected it.

Drag a relationship label, on its line or beside it, and it snaps level with the labels on other lines connected to the same element. Set its text left, centre or right under Edit font, size and styling, and PowerPoint exports keep it.

Add people, teams and several external invites to a permission set, or use On this board in the member list to make someone Manager or move them into a set. People added to a set get an email and find the board in Overview and search without joining the matter.

In a timeline's filter panel, pick two or more tags, documents or people and switch the section from Any to All to show only events that carry every one of them. The setting is saved with stories and applies in every view.

Mention a colleague or a team in a structure comment, on a slide or in the comment panel, and everyone mentioned who can open the structure gets an email quoting it. Open comment takes them straight to it: the thread on its slide, or the comment in the panel.

Give colleagues and external people a permission set that opens a board to view or edit, or sets access per task group, column, task or cell, where the last change you make wins. Choose its views, its actions, including editing dashboards, and whether its members can read or write comments.

Board managers open Edit views from the Board menu to rename views and drag them into the order the board shows them. Views stay grouped by type, and dragging a type's heading moves the whole group.

Turn on Shared legend in the Legend Manager to show every legend item used in the structure on every slide, in PowerPoint and PDF exports too. Turn it off and each slide shows its own legend again.

Place the cursor in a numbered list in a text box, open Lists and enter a number in Start at, so a step plan can continue its numbering from the previous slide. PowerPoint and PDF exports keep the numbering.

Click Start in a row's Signing Required column to open a draft envelope with every document in the row's Files columns. The separate Signing Document column is gone, and existing ones have become ordinary Files columns with their documents kept.

Upload or drop files onto a draft envelope in the Signing view, and remove or replace any document there without changing the original in the matter. Signatories are shared across the matter's envelopes, so editing one updates that person everywhere.

With all events showing on the relative timeline, Add by story on a swimlane lists the timeline's stories. Pick one to move the events its filters match into that swimlane.

When JuristIQ asks several questions before it continues, they appear one at a time in place of the message box, with a tab per question. Send answers sends them together, and the chat keeps a short summary of what you chose.

Add a Calculation column and choose Edit formula in its column menu to add, subtract, multiply or divide the board's Number columns, or ask JuristIQ on the board to set it up. Each task shows the result, which updates when an input changes and can be sorted, filtered and exported.

When you import documents to a timeline with JuristIQ, scanned and handwritten PDF pages are read for dates too, and each event's date is highlighted on the page image during review. Long scans of several hundred pages are read in full.

Open a document from a timeline to read it beside the events taken from it and the events it is attached to. Select a passage to add an event, or use the Details tab to edit the document's title, description and tags.

When you map columns in a Word or Excel with AI import, a column can be created as Files, or mapped to an existing Files column, and left empty for documents to be added on the board. If it holds values, the import warns that they will be skipped.

Invite up to 500 people at once by uploading a .csv or .xlsx file with Import users on the Users page of the admin panel. Each gets the same invitation as a single new user, and people who already have an account are skipped and not emailed.

A PDF page or picture imported into a structure lands on the slide as it was laid out, with its heading as the slide's title, margin text on the margin and notes under the chart. Fonts and lines keep their drawn proportions.

Open an event and use the Related tab to see every event that shares a document or an email attachment with it, link others by hand and comment on how each relates.

When JuristIQ cannot read a date on a scanned page with confidence, it marks the event Low confidence and says what is uncertain, leaving the date empty when it is unreadable, and Accept all skips these events. Use Mark a date to draw a box around a date it missed.

Use the up and down arrows on a binder document to move it past its neighbours, into a neighbouring section or out of its own. Move to also places a document at root level, and the tasks on the board stay where they are.

Click the AI instructions field when you upload to a timeline or create one from a document, and your last ten instructions open in a list below it. Pick one to fill the field, or click its cross to remove it from your history.

An AI assistant connected to your account over MCP searches the exact text of the documents you can open and reads them in full, quoting passages word for word. Semantic search is not available through the connection.

PDF exports of a structure carry searchable text in your slide template's fonts, a page number on every slide and optional cover, contents and thank-you pages. The contents page links to each slide, and the file downloads when ready and is also emailed to you.

Click an entry in a slide's legend to highlight and select every element that adds it, then change them together, such as recolouring every relationship of one type. Selection applies on structures you can edit.

Ask an AI assistant connected to the MCP server to show a structure, and the slide appears in the conversation as it looks in Structure, with a link that opens it. An assistant that does not display MCP Apps shows the link on its own.

Show an entity as a stack of documents with the stacked sheets shape, under Stacked shapes when you choose its shape. The entity's own card sits in front, with two sheets behind it stepping down and to the right.

An AI assistant connected to your account over MCP searches the structure template library by what is on each template's slides, shows its shortlist as cards with the first slides drawn, and copies the one you choose into a structure. Replacing an earlier template asks you to confirm first.

An AI assistant connected to your account over MCP searches, reads and exports your timelines as PDF, and builds or edits them: events, date ranges, milestones, tags, people, documents, swimlanes and stories. Deleting or unlinking anything asks you to confirm in the assistant first.

Ask any AI chat for a memo, summary or report and it writes the substance as a Word document to download, with your firm's logo and page numbers. If your organisation has board Word export templates, the chat asks which to use and writes into it.

Download each company's latest one, three or five filed years from a structure, with three as the default. A year with no filing is skipped, so a company may get 2025, 2023 and 2022. The ZIP always arrives as a download button in the email.

AI layout and structures described in the chat keep line bends, label positions, titles and captions when the slide is drawn. Names stay inside triangles and ellipses, and a redraw keeps what each free arrow points to.

Pick a year on a Danish or UK company's Accounting tab in Structure and click Email PDF to receive its annual report in your inbox. A panel in the bottom left corner shows each report being prepared while you keep working.

Open a Danish or UK company in the data tool and click Email PDF on the Accounting tab to receive its annual report in your inbox. Reports filed as inline XBRL are converted first, which usually takes a few minutes, and you can keep working meanwhile.

Select boxes, lines, text boxes, icons or groups on the canvas and ask the structure chat for a change. The assistant edits exactly what you selected. When a request could reach beyond the selection, it asks once before changing anything.

Pick several charts from one PDF and each one is built as a slide of its own. While they build, every slide card in the slides pane shows its own progress, so you can see which charts are done and which are still being drawn.

Turn on Continuous task numbering in the board settings and tasks are numbered 1, 2, 3 through every group instead of starting again in each one. Tasks you have numbered by hand keep their own numbers.

Choose up to fifty Danish and UK companies in a structure and receive their annual reports by email as one ZIP. Start it from the Export menu, by right-clicking a selection of companies, or with alt + P, and follow it in the panel at the bottom left.

Choose English (UK) or English (US) as your language. Each one uses its own spelling throughout the product, so a team in London and a team in New York both read the platform in the English they write.

Assisted Word and Excel imports build their proposal in the background while you work elsewhere. A notification tells you when a proposal is ready to review, and your avatar shows how many imports are generating or waiting.

Choose Polish as your language and the platform and every email it sends to you appear in Polish.

When a JuristIQ conversation grows long, its earlier messages are condensed so you can carry on in the same chat. A Conversation compacted line in the thread marks where this happened.

Link slides also gives every linked entity a merge field, labelled with the role it plays and its name. Change the value and apply the merge fields, and the new name reaches the boxes and slide texts on every slide of the deck.

Ask the structure chat to make a line solid, dashed or dotted, change a box's type while keeping its look, delete text boxes from a slide, or save the structure as a template. Only group admins can save a template, and the chat asks before deleting text boxes.

Gantt views on a board open in a new Gantt, marked New (beta), where you drag to set dates and indent tasks under one another. Switch to Classic at the top of the view to go back, and that browser remembers your choice.

A relative timeline exported to one page also arrives in your inbox as a download link, so you can leave the page while the PDF is prepared. The link expires after one hour.

Turn on Sort options alphabetically in a dropdown column's label settings and every picker and filter for that column lists its options from A to Z. The setting belongs to the column, so the whole team sees the same order.

The plan for adapting a step paper shows one page at a time, with a list of every page beside it and a thumbnail that opens the slide. Ask for a new plan from the same card, with a note on what should change.

Image and PDF exports of a structure grow beyond the slide to include anything placed outside its edges. PDF exports keep the slide template's branding and are much smaller files, with each page sized to its own slide.

Ask the structure chat to undo the last changes and it steps back through the canvas history of the open slide, your own edits included. Anything undone this way can be redone the same way.

The Spacing menu of a text box on a structure canvas offers line spacing of 0.5 and 0.75, below the existing choices from 1 to 3.

Click an entry in a Structure legend to highlight the elements on the slide behind it, for element types, relationships, flags, icons and groupings. Click it again, press Esc or click empty canvas to clear it.

Upload a step paper you already use in the Step paper tab of the Structure upload dialog and each page is imported as a slide. JuristIQ proposes what happens to every page in this deal, kept, changed or removed, and adapts the slides once you confirm the plan.

Press AI layout and the boxes and lines of the current structure slide are laid out again from what is on it. The boxes move on the canvas as the new layout lands, and one undo puts everything back where it was.

On a Notify action, choose the Files columns to send and the email carries every file from them as a real attachment. The recipient can act on the documents without signing in, and the run history shows when an attachment had to be left out.

Switch a step paper to Auto and JuristIQ builds every step on its slide without waiting for approval, showing a summary card for each one. Press Review the rest at any step and the next one waits for your review again.

Admins set the Structure view new users begin with under Structure defaults in the admin panel. Pick the Traditional ribbon or the Modern toolbar, and whether new users open on the PowerPoint canvas. Existing users keep the view they already have.

Add a create task action to an automation and it creates a task in the group you choose, with a title that can carry details from the triggering task and column values already set. Columns you leave alone keep their default value.

Describe a group structure in plain words in the structure chat and it is laid out whole on a slide. Each entity appears the moment it is drawn, and the chat shows every stage of the build as it happens.

Turn off Show handles in the structure settings and the connection dots on each box are hidden, so a line they used to cover can be clicked and edited. Holding Ctrl reverses the setting for as long as the key is down.

Before an assisted Word or Excel import starts, add extra instructions on how the board should be built, for example which columns to create or how to group the tasks. The proposal follows what you wrote.

Press Link slides in the structure settings and every entity that appears on several slides of a step paper is linked as the same entity. With mirror mode on, an edit to one follows it through the whole deck. One undo takes the links back.

Pair a time period trigger with the create task action and the board adds the task every period before it falls due, such as a quarterly compliance report or an annual filing.

When two events share a date on a relative timeline, hover a card and use the arrows to swap it with its neighbour. The card nearest the line is read first, and once you move one the order stays as you set it.

The PowerPoint add-in inserts structure slides into a deck as native shapes with their connectors attached. Each slide shows whether it is in sync with Structure, updates from it in one step, and sends edits made in PowerPoint back as real elements.

When JuristIQ needs a term sheet or a client email to continue, it asks for it on a card in the conversation. Drop the files on the card, describe what you know instead, or answer that you have nothing to attach, and it carries on from there.

The screenings list shows when each screening was created and offers two filters, Show ongoing and Assigned to you. Together they show which reviews are still running and which ones are sitting on your desk.

Approval evidence lives on the review step itself, with one drop area from the first document onwards. Every row offers the same actions, so any document can be opened, replaced with a new version or taken off the step.

When JuristIQ suggests structure templates in the chat, open any option on the shortlist and scroll through its slides before you choose. The template you pick is then copied into your structure, so the choice rests on the drawing rather than the name.

A step paper begins by asking what the structure looks like today. Drop a picture of the current chart and JuristIQ rebuilds it as editable boxes on a slide of its own, or attach the deal documents or describe who holds what instead.

A screening step can only be approved with a document attached or a comment written, and the approver is named on the record. When work is sent back, the evidence behind the withdrawn approvals is marked Expired. It stays readable but does not count towards an approval.

AI assistants that support the Model Context Protocol, such as Claude, sign in as a user and work with that user's insights and structures. They see only what the user can access, and the organisation needs AI enabled.

Select rows in an insight, or select all the rows a filter matches, and choose Download documents. The files are gathered into one ZIP and you receive an email with a link. Access is checked again each time the link is opened.

Add a review step between two existing steps straight from the screening, or rename a step and change its reviewer, without opening the setup screen. Steps that have already been reviewed are locked, so the record of what was approved stays intact.

Choose Save as template on a structure and pick the group to file it on. The copy is kept on that group, and every matter in the group can start a new structure from it instead of drawing the same chart again.

Boards have a Date & Time column that records a date and exact time, shown in each viewer's local time zone. It can be sorted, filtered and summarised, and changes appear in the task's activity history.

Export a relative timeline as a single PDF page sized to fit its events. Swimlanes and colours come out as they look in the timeline, so a long dispute can be shown on one screen or printed on one sheet.

With a story selected, choose Move all events in this story to this swimlane and every event in the story lands in that lane in one step. A story that already names the events for one party fills that party's lane.

Choose the assisted import, upload any Excel file and JuristIQ reads it, then proposes the task groups, tasks and columns for your board. Nothing is created until you have reviewed the proposal and confirmed it.

Add the Notes widget to a matter overview to keep notes that everyone with access to the matter can read. Colleagues reply directly under each note, so a short discussion stays next to the matter it concerns.

Assigning someone on a Flow board who is not in the matter asks whether to add them to the matter or assign them anyway. Assignees without access show in yellow, and clicking their avatar adds them.

Choose Automation activity from an automation's three-dot menu to see each run of a board automation, whether it succeeded and what happened when it failed.

Open a dropdown cell, go to Edit options and pick a colour for any option. The colour shows wherever the option appears, including a group's summary row, and options left unchanged stay grey.

The access list has a checkbox next to each person and a select all at the top, so several people can be removed in one action. Select all skips the current user and only picks people shown by the search.

Calendar view in Flow shows events from several date columns at once, with a mini month picker. A sidebar legend turns each date column on or off and sets its colour.

Set an Insights column to derive its answer from the fact columns it rests on, under a rule you write, rather than reading each document again. Any fact columns the rule needs are created and analysed first, and the whole table can be derived in one pass.

Every search JuristIQ runs is shown under the step that made it, with the terms it looked for and how many documents matched. Expand it to see the passages it found, and open any document at the quoted text to check the answer against its source.

Filter a timeline down to the events that matter for a pleading, a hearing or a client update, then save the filters as a story with its own name. Everyone on the timeline can switch between stories without changing the events themselves.

Set up an Excel export template that decides which board columns leave, what each one is called and whether it is cast to a number or a date. A live preview shows the first rows as they will export, and templates can be shared across the organisation.

Choose the United Kingdom when importing from a register and the company's ownership chain is drawn from Companies House. Each holding shows the share band recorded for persons with significant control.

A board can hold several Word export templates, managed from Admin → Board Export. With two or more, a picker shows a thumbnail of each before exporting, and a custom export can be tied to one template.

Select several events in the timeline table or canvas and use Bulk Edit to apply one font family and size to their titles and descriptions. Title and description fonts are set separately.

Choose Change Layout from a slide's … menu to switch it to another layout such as Standard, Double or Table. Diagrams are resized to fit, and anything the switch would remove is shown before confirming.

Flags and icons can be set to an exact size in centimetres instead of Small, Medium or Large, which remain the default.

Admins set the default shape, colours, fonts and borders for new elements in admin settings, with a live preview, and can give AI-generated elements a separate look. Each user can turn the defaults off from the canvas for their own elements.

Right-click a connector to copy its formatting and right-click another to paste it. This covers colour, line thickness, dash style, arrows and label styling.

The text formatting menu on the shape toolbar aligns labels left, centre or right and top, middle or bottom, across all selected shapes. Alignment set on a node template applies to shapes built from it.

Select rows on a board and choose Selected Rows next to any Excel export to export only those items. Each row keeps its board index, and untouched task groups are left out.

Custom exports set a separate row height for headers, task groups, tasks and subtasks. The index column can show sequential numbers or the platform's index, or be hidden.

When JuristIQ works on a structure, timeline, board or insight, its answer ends with a card that opens it. The question gets asked in the conversation, and the work carries on in the tool that holds it.

Filters that apply to the whole board sit in a View configurations tab beside the view selection. Personal filters are kept when leaving a board, and Quick filter narrows a column by picking values from it.

In a custom export, the Item column can be moved and other columns placed before it, with subtask numbering on the first column after No. Each column takes an optional width in %, in or cm.

Pick Pin before Item from a column's header menu to freeze it to the left of the Item column. Excel and Word exports keep pinned columns before Item.

Organisation admins set the timeline colour, the line thickness for relative timelines and the default colour of new events. The settings apply to everyone, in the platform and in exports, and individual events can still be changed.

The file manager tile on a project dashboard searches files by name and date as well as filtering by type. Files can be shown as a list, and the grid has more size options.

The info and data modal for an imported company has a redesigned layout, and notes and links can be added, edited and opened inside it.

PDF, image and Word exports from Structure can include any combination of slides in the workspace, as PowerPoint exports already do.

Organisation admins pick a relationship from the firm's library in the admin panel to replace the standard Default relationship. Every new line drawn in the organisation uses its arrow, colour and edge type.

Snips exported as JPG, PDF or PPTX include a legend at the bottom listing each tag on the events inside the snipping box, with its colour and name.

Filters in the timeline table are picked from a dropdown with auto-complete instead of typed. Events can also be filtered by period, such as a year or a month and year, as well as by single date.

When exporting a timeline to PowerPoint, choose whether to keep the periods collapsed in the platform or show every period.

The swimlane colour picker has an alpha slider that sets how visible a swimlane is, down to fully transparent.

Drag column headers in My work and My groups to change their order, which is saved to the account and applies on every device. The item column stays pinned on the left.

A coloured outline and initials show who is editing a cell, and rows and column settings being edited are locked for everyone else. Locks expire when the editor closes the tab or disconnects.

Import a .docx from Import in a board's header, and its headings become task groups and its tables and lists become tasks. Review the suggested column matches and any open questions before anything is created.

Under Admin → Tool defaults → Structure → Company chart defaults, admins choose the element used for companies, other participants, persons and ownership lines in imported charts. An element with the same name in the matter takes precedence.

Choose which columns a board's Word export includes, rename their headers and set the layout, per board or from templates admins create for the organisation. Templates match columns by type and name, and merge fields fill in deal details and key parties.

Four shapes split a rectangle or rounded rectangle with one diagonal line, in either direction. A double border style in the border style picker works on all nodes and group nodes and carries over to PowerPoint exports.

Upload an .xls or .xlsx file with Label, Prompt and Column type columns, and each row becomes a column in the insight. Only column definitions are imported, never row data.

The stacked shapes section of the shape picker has stacked ovals and double ovals, each in a normal and a flipped direction. All four shapes carry over to PowerPoint exports.

Undo and redo work in mirror mode when editing, moving, resizing, creating or deleting elements. One undo reverts the change on every mirrored slide.

Download the starter workbook from Templates in the admin panel, style it in Excel and upload it. Its fonts, colours, borders and logo are applied to Excel exports from boards, insights, timelines and cap tables.

When creating or editing a dashboard, choose a matter or board as its owner, or leave it global. Scoped dashboards appear in that matter's or board's dashboard list, and only users with access to it can create or see them.

Set a default value from any column's header menu, for every column type from text and dates to people and labels. Defaults apply to new tasks only and never change existing ones.

Add a description to any Status, Priority or Label option when editing it. Where a description is set, an info icon next to the label in the cell editor shows it on hover.

The External tab in a matter's Share menu lists everyone with external access and invites new users by name, email and phone. Invited clients see only the widgets set for the Client role, and removing them ends their access to the matter.

Set the matter layout for the organisation under Admin → Organisation → Matter layouts, then override it for a group or a single matter. Admin, Lawyer and Client layouts are edited separately at each level, and resetting an override falls back to the level above.

A saved board view keeps its filters and restores them each time it opens. Each view can also restrict who can open or edit it, separately from the board's own access.

The sidebar follows a scope set to the whole workspace, a group or a single matter, and its links, dashboards and create button point to that scope. Admins set which menu items are pinned for everyone, and each user can change their own.

Set up client views for the organisation, a group or a matter. Each one fixes the default access a client gets to boards, timelines, structures and insights, and the overview they land on. Pick a view when you share a matter and adjust single items in the advanced share options.

Admins add a connection to an internal system with its address, OAuth2 client credentials and the request parameters it needs. A matter overview widget then pulls data through that connection, with each parameter mapped to a field on the matter. Test the connection before you save it.

Add the Deal details and parties widget to a matter to record the deal type, signing and closing dates, governing law and the key parties. Fill it in by hand or extract the values from an uploaded document. The custom Word export then uses them in your template.

Each matter opens on an overview built from widgets for the tools it holds, such as boards, timelines, structures, the team and recent activity. Admins add, arrange and configure the widgets, so the front page of a file shows where things stand.

Archive groups, matters and the workspaces, timelines, Insights and boards inside them. Archived items leave the main views and search results but stay intact, and can be opened or restored from the archive.

Dashboards have stacked charts, which break a total into parts, and battery charts, which track progress toward a target with colour thresholds. The chart picker groups types by purpose with a live preview.

Select a node on a Structure slide and pick a secondary colour in the shape settings to give hybrid arrow shapes two-tone styling. Shapes export to PowerPoint closer to how they appear on screen.

When iManage holds a newer version of a document, sync it to pull in that version without uploading the file again.

Add the Workload by Assignee card to a dashboard and it counts the open tasks held by each person across the boards it is connected to, so you can see who is carrying the most and who has room for more.

Use the lightning-bolt button in the Views toolbar of a chronological timeline to compress a date range into a short gap. Ranges are saved per timeline and can be toggled, edited or removed.

Download signed PDF on an envelope in the signing board gives one PDF with the signed documents and DocuSign's Certificate of Completion. It works for envelopes in progress and completed ones.

Select Archive from the more menu on a matter, group or workspace to remove it from the default view. Archiving a group archives its matters, and Show archived lists them for unarchiving.

Admins choose an Anthropic Claude model in the LLM provider settings of the admin panel, and JuristIQ conversations run through AWS Bedrock in EU regions. Prompts and completions are not used for training.

Drag to resize any event on a timeline and change its width, so events with longer text or larger font sizes stay fully readable.

When a retention policy is set up, an email warning is sent a week before the items it covers are deleted.

Permission sets in Flow grant or restrict access to individual columns of a board, so fee estimates or internal notes can stay hidden from clients who see the rest of the board.

Open any dashboard from within a Flow board without leaving the board, to see progress and workload next to the tasks.

File columns in Flow can show the entire filename instead of a truncated one, including version numbers, dates and suffixes such as clean or marked.

Hovering over a citation in a JuristIQ answer highlights every other use of that source and its entry in the reference list. Hovering over a reference shows every place it was used in the answer.

Attach a URL to any node from the notes panel in the Structure toolbar. A link icon in the node's lower-left corner opens it in a new tab, and turns white on dark nodes.

Dashboard charts in Flow have more styling options, including custom labels for the X and Y axes.

The activity log in Flow has a new view that shows what changed, when and by whom, and can be searched.

Settings in the admin panel are grouped into five sections, Organisation, Access and Security, AI, Templates and Integrations, in place of a single list.

Flow boards have a refreshed design with a cleaner layout, tighter spacing, refined typography and reworked grouping of information.

Comment on, flag, approve or lock individual cells in Insights. Flags mark open items, approvals record sign-off, and locked cells cannot be edited.

Choose a row height for a Flow board and a numbering style for its tasks. Task numbers can run continuously across groups or restart in each group.

Split a Flow board into tabs to keep parallel workstreams, such as due diligence, disclosure, signing and closing, on a single board.

Admins set where the legend sits on new workspace slides by dragging it under Legend Position in the admin panel. The position applies to slides created afterwards.

Admins upload a .docx template under Admin, Board Word Template, and standard board Word exports use it, with the board table placed at a board_table paragraph. Header, group and task rows can take a named style and fill and text colours.

Click anywhere on a Structure diagram to leave a comment, tag colleagues and resolve the thread when the discussion is done.

The binder view compiles the documents on a board into one numbered bundle with a contents index. Choose a numbering scheme for sections and documents, and the numbering runs end to end across the bundle.

Set a default value in the settings of any label column, such as Status or Priority, and new tasks on the board take that value. Existing tasks keep their current value.

Click to add on a node handle in Structure shows a preview of the new node before it is placed. Hold Shift while adding to use a herringbone layout instead of the default fan.

Select part of a Structure diagram, right-click and create a new slide that contains only the selected entities and their connections.

Switch any board to Calendar to see its tasks by deadline, alongside events from a connected work calendar. Drag a task to another day to change its deadline.

Choose From any Excel file in the Import dialog to upload an .xlsx or .xls file and map its columns to existing board columns, new columns or none. Type mismatches are flagged before import.

Connect your Outlook account in a board's calendar view to see your Outlook events beside the board's tasks. Access is read-only, and the account can be disconnected from the same panel.

Structure adds rectangles with cross markers or arrows, ovals combined with triangles, crosses or an inner rectangle, and triangles combined with ovals. Shapes render more accurately in PowerPoint exports.

When text exceeds a text box in Structure, a prompt offers to continue the content on a new slide or let it overflow on the current slide.

Use the View Columns menu at the top right of a table to show or hide fields such as Title, Description, Case and Tags.

The admin panel controls whether users can create groups, how many initials show in user avatars, the default AI drawing behaviour and retention policies for the organisation.

JuristIQ has a redesigned chat with hover previews of cited sources, suggested follow-up questions, quick commands typed with "/", and export of a conversation or single answer to Word. Admins set AI instructions per group.

The relationship toolbar in Structure shows each relationship with its actual colour, line type and end markers, as it will appear on the canvas.

Click AI Fill in a Structure text box to generate a written description of the diagram around it, based on its shapes, connections and labels. The text stays editable before sharing.

Admins link Microsoft Entra ID groups to groups in the admin panel. A user who signs in through SSO is added to the matching groups automatically.

Drag a legend to any position on a slide in Structure, rename its items in place, or hide it. Changes apply to the current slide or to all slides.

Ask JuristIQ for a memo and it drafts one from the documents and records attached to the matter. Each passage carries an inline citation to the source it relies on, so the first draft can be checked line by line before it goes anywhere.

Structure offers a wider selection of shapes with rounded corners, which render consistently with the standard shapes in diagrams and slides.

The ownership graph in Structure shows owners and subsidiaries through several layers of entities, not only direct shareholders. A filter panel shows or hides owners and subsidiaries, highlights the entity in focus and sets a minimum shareholding percentage.

Uploaded custom icons appear in the element icon picker in Structure alongside the standard icons and flags, and apply to elements in the same way.

The Standard elements dropdown in Structure shows a preview of each building block before it is placed on the canvas. Standard elements behave as before.

Dashboards combine charts and tables from several boards in one view that updates as the boards change. Share a dashboard view-only with internal or external stakeholders, without giving access to the boards behind it.

A library is a group without matters that holds templates for structures, timelines, boards and insights, along with reusable elements. Open it from the overview to reuse its templates in any matter.

Double-click a relationship line that has no label to type one directly on the canvas. Press Enter to finish.

Pick several colleagues in the share dialog and share in one step, with an optional comment. To add someone not on the list, enter their name and email to invite them.

The message in an automation's notify action supports fonts, bold, lists and colours. Insert fields such as task name, task group name, trigger and receiver into the text.

Choose Rename using AI on a draft in the dashboard's drafts table to give it a title based on its content. The option requires access to AI features.

When you drop a new relationship on an element, it attaches to the handle closest to where you released it.

In the Word add-in, map the open document's styles to your firm's reference document and reformat it with the firm's fonts and margins. An admin uploads the reference document under Templates in the admin panel.

Choose a linear or chronological layout, a summary or one slide per event, and whether to add intro and thank-you slides. A preview shows the slides before you download.

Upload the firm's style document and map each style the Word add-in produces onto one of the firm's own, such as a heading onto the house chapter style. Formatting a document then applies the firm's styles, so nothing needs restyling by hand.

Select several elements and pick a new shape or element type from the selection toolbar to change all of them in one step.

Upload a new version of a document under review and the screening keeps the original and every version since, with a version history for each file. Reviewers can always see which version they are approving.

Tick Include slide packs in a structure's PowerPoint export dialog to add slides your firm has uploaded, such as appendices, to the file. Admins upload slide packs in the admin panel.

The add elements panel has a search bar that filters shapes and standard elements as you type. Standard elements are grouped by the category set in their design settings.

Choose Hide label on an element's attribute to show only its value on the canvas. Choose Show label to bring the label back.

Choose where an element's flag or icon sits, such as top, top right or bottom left, from its flag and icon settings. The position applies to every selected element.

Select rows in the timeline table and change the date, people, tags, documents or note on one of them. The change applies to every selected event.

Under Special date options in the event form, date an event by day, month and year, by month and year, or by year only. The timeline shows only the parts you set.

Select one or more elements on a structure and press the arrow keys to nudge them. Hold Shift to move them in larger steps.

Word and Excel imports keep bold, italics and other formatting in event titles and descriptions. Choose the date format the table uses before the import runs.

Set a relationship line to solid, dashed or dotted from the relationship toolbar. The style applies to every selected relationship.

Column widths you set in the timeline table are kept the next time you open the table in the same browser.

Select rows in an insight, right-click and choose Reanalyse to run the columns again for every selected document.

Press Reassess missing documents at the top of an insight to add the category and information to every document that lacks them.

The PowerPoint export dialog for a timeline lists its events with a checkbox for each. Untick an event to leave it out of the slides.

Edit the answer in any insight cell from its detail panel. The original answer and reasoning stay on record, and Revert to original answer restores them.

When importing documents to a timeline, choose basic processing or AI-powered legal analysis. Advanced options add instructions for the AI and can force an OCR scan of text-based PDFs.

Mark documents on a board for signing and send them as DocuSign envelopes, one at a time or in bulk. The Signing view shows where every envelope stands, and the signed documents can be synced back into the board's binder.

Drag files onto the JuristIQ page or the JuristIQ side panel to upload them and use them in the chat.

Tick Show ISO code instead of flag in an element's flag settings to display the country's ISO code in place of the flag image.

The flag picker on structure elements includes the states and territories of the United States, alongside the country flags.

Press the stop button in the JuristIQ prompt while an answer is being written to halt the answer and any tools it is running.

Browse NetDocuments cabinets and folders, or search them, from the upload menu and add documents to timelines, boards and structures. Documents are copied in, and NetDocuments is enabled per organisation.

Ask JuristIQ to compare one document's answer in an insight column with the others. Each document is marked Same or Differs, with the differences highlighted in the text.

Event titles, descriptions and notes accept bold, italics and lists, in the event form and when editing directly in the timeline table.

Upload image files such as JPG and PNG to an insight, alongside PDFs, Office documents and emails.

Right-click an element and choose Copy formatting, then right-click another element or a selection and choose Paste formatting to give it the same style.

Upload a power of attorney for another reviewer on a screening and approve or reject their step in their place. The document stays on the screening as the record of that authority, and the step cannot be signed for them without it.

Browse or search SharePoint sites and document libraries from the upload menu and add files to timelines, boards and structures. Files are copied in, nothing is written back, and SharePoint is enabled per organisation.

Upload power of attorney documentation and a screening step can be approved in place of its assigned reviewer, with the approver and the document both on record. If the work is later sent back, a fresh document is needed to approve it again.

Press Download report at the final review of a screening to get a PDF of its review steps, reviewers and activity log.

Name the reviewers on a screening in the order they review, and the work moves to the next step only when the current reviewer approves. A rejection sends it back along the chain, so the file always shows who it is waiting for.

Screening puts a structured review around a piece of work. Add the primary document and its attachments, set a chain of named review steps and assign a reviewer to each. Reviewers approve or reject with a comment, and the list shows who each screening is waiting for.

Choose Duplicate on an insight in the insights overview to create a copy in the same folder. The copy's title ends in (copy).

Tick events in the timeline table and press the delete button in the table toolbar to remove all of them in one step.

Open JuristIQ in a resizable side panel from a structure, timeline, board or insight. It takes the tool you have open as context for the chat.

Open the menu on an active automation and choose Manually trigger to run it at once, without waiting for its trigger.

Select several elements and press Group elements in the selection toolbar to draw a group around them. Undo reverses the grouping.

Select elements, right-click and choose Set Dimensions to give them all the same width and height. Leave a field empty to keep each element's current value.

The Word add-in opens JuristIQ in a task pane beside the open document to answer questions about it and draft or rewrite text. Proposed edits are applied to the document only when you choose Apply.

Choose a line thickness for any relationship from the relationship toolbar, next to its type and colour settings.

A task that has subtasks shows the number of subtasks beside its name in the board's item column, before you expand it.

Each slide layout names the area the structure chart fills on the firm's master slide and the text that sits around it, set in the firm's own fonts. Structure slides then export inside that master instead of a generic deck.

A board automation sends an Outlook calendar invitation for each task's date to the people in a chosen people column. When the task's date changes or the task is deleted, the invitation is updated or cancelled.

Set Response language at the top of an insight table to get the AI answers in that language. If none is selected, answers follow your own language setting.

Where your firm's slide template has section divider slides, each one lists the titles of the slides in its section. Update them from the slide pane after adding or renaming slides.

When you delete an option from a status or label column, choose another label for the affected cells or clear them. The confirmation states which one applies.

Choose Hide completed in My work to remove finished tasks from the list. A task counts as finished when its status is marked as a success criteria in the label settings.

Open a column's menu in an insight and choose Synthesize to get one written summary of that column's answers across every document.

When you drag an element, markers appear once its distance to its neighbours matches the spacing between other elements on the canvas. The element snaps to that position.

Turn on Track changes in the text box toolbar to record every edit to a text box on a structure. Accept or reject each change, or accept or reject all of them at once.

Choose Word in a timeline's export menu to download its events as a landscape table. Each row holds the date, end date, title, description, notes, documents, people and tags.

Pick the date format for a timeline in its settings, for example DD.MM.YY or YYYY-MM-DD. Event dates on the timeline and in the table view follow it.

Editing a structure text box opens a toolbar with font, size, colour, bold, italic, lists, indentation, alignment, links and clear formatting.

The structure shape picker has hybrid arrow-up and arrow-down shapes and a stacked rectangles shape. Drag one onto the canvas to add it.

Open Quick start from the help menu to find short guides for structures, timelines, boards and insights. Choose the tools you use to see which guides to begin with, and copy a worked example matter into your workspace from any guide.

Turn rows of an Insights table into timeline events by dragging columns onto the event fields, or add them to a board. A deadline found in a contract becomes work that somebody owns, rather than a cell left in a table.

The timeline snipping tool can save the framed area as a PowerPoint slide, next to the PNG and PDF options.

A timeline opens in the view you last used, such as the relative or table view, instead of always starting in the default view.

Add an arrowhead to the start or end of a connector from its toolbar, and pick the marker for each end separately.

Add a Multiple links column to a board to keep several links in one cell. Each link has a web address and the text shown in the cell, and opens in a new tab.

Structure has an Office-style ribbon above the canvas, with Home, Import, Export and Settings tabs for the tools.

Add a column to an insight and write the question you want answered. JuristIQ answers it for every document in the set and fills one cell per document, so a review that meant days of reading becomes a table you can sort and filter.

Use Create Timeline in a document's tools panel to find the key events in it. Add them to an existing timeline or start a new one.

Open a scanned document or image in the Document tool and run OCR from its tools panel to turn it into a searchable PDF. Choose the document's language before scanning.

When an import finds no events in some documents, the timeline asks what to do with them. Choose OCR and retry to scan them and search for events again, or add events manually.

In a timeline's table view, edit dates, titles, descriptions, documents, people and tags directly in the cells. New events can be added from the table as well.

Right-click a company in a structure and choose Generate cap table. Add classes of shares and the total investment, with an FX rate where another currency is involved, and the cap table is built from the owners already on the chart.

Select several events, right-click and choose Bulk edit to change them together. Titles can be replaced or given a prefix or suffix, and documents, people or tags are added without removing existing ones.

Select several elements in a structure and drag the handles around the selection to resize them together.

Pick a document type in the timeline's export menu, such as a demand letter, statement of claim or defence, to get a Word draft written from the timeline's events and linked documents. Requires JuristIQ access.

Set bold, italic or underline on the text of structure elements and connectors from the font menu in their toolbars. The styling applies to the whole label.

Open the Document tool from the menu to see your documents in one list, filter them by tag and upload files by dragging them onto the page. Each document opens on its own page.

Documents open in a viewer with highlight and annotation tools for PDFs. Images and video files open in the same viewer.

Right-click a cell on a board and choose Copy to copy its value as text, or Copy name to copy the task's name. Dates, people, files and links are copied as readable text.

Open the snipping tool from the timeline toolbar, drag the frame around the part you need and save it as a PNG image or a PDF.

The lists of matters, groups, structures, timelines and boards keep their search text, page and rows per page in the address. Reloading or sharing the link opens the same list view.

Add label and value pairs, such as client or deal name, in a strip above a board. Show or hide the strip with Show meta information in the board settings.

Turn on Select on drag in the structure settings to draw a selection box by dragging on the canvas. While it is on, hold Space or Shift to pan.

Give a timeline named, coloured swimlanes above and below the axis and place each event in the lane it belongs to. With one lane per party, who did what becomes the shape of the chronology itself.

The MinRetssag Chrome extension reads the deadline list on minretssag.dk and fills the Deadline and Action columns of board tasks whose Court number matches the case. Deadlines without a matching task are emailed to you as a spreadsheet.

Turn on compact mode in the timeline settings to shorten event titles and descriptions so more events fit on each page. It can also be chosen when importing files.

After a file import, a timeline lists the files it could not process. No events are created from those files.

Tick Milestone in the event form to mark a key event. In the relative view a milestone is drawn as a solid line across the full height of the timeline.

Choose Placement in the event form to attach an event's connector to its left edge, centre or right edge in the relative view.

Set a border colour on a timeline event in the event form. The border shows on the event in the timeline, relative and slideshow views.

Structures, timelines and boards that are not filed in a matter are listed under Drafts on your dashboard. Use Save as on a draft to move it into a matter.

Helper lines appear when you drag several selected elements together in a structure, not only a single one. They align to the centres of other elements as well as their edges.

Switch a timeline to the relative view to space events by the real time between them. A slider sets the scale from years to hours, and arrows jump to events outside the screen.

Save a prompt to the Prompt Bank from the JuristIQ input, either privately or for your team. Load a saved prompt into a new chat with Load from Prompt Bank.

Give a task's deadline an offset from the task it depends on, and when the earlier date moves, the later ones move with it. The offset accounts for weekends and holidays, and tells you how many days it skipped.

Use the Tables tab in a timeline's upload window to import events from a filled-in Word or Excel template. The template can be downloaded from the same tab.

With the PowerPoint view shown, select elements and press Fit content to PowerPoint in the selection toolbar. The selection is scaled and moved to fit inside the slide area.

Link a matter to its iManage workspace and add iManage documents to timelines, boards and structures. Documents are copied in, iManage is enabled per organisation, and each user signs in with their iManage account.

Browse iManage, SharePoint and NetDocuments folders when adding files in a matter and pick documents straight from your document management system. Files from iManage also show when a newer version exists there and sync to it in one step.

Upload a PowerPoint deck or an Excel drawing of a structure and its boxes, lines and labels are read off the file and placed on the canvas as editable elements. The first version of a chart is inherited rather than retyped.

Choose Word in a structure's export menu to download the chart as a Word document. The page is portrait or landscape to fit the chart, with your organisation's logo in the header.

Select several tasks on a board and change a cell on one of them to set the same value on all of them. This works for text, number, date, label, dropdown, people and file cells.

Right-click an element or a selection in a structure to bring it to the front, bring it forward, send it backward or send it to the back. The order decides which element covers which.

French and Italian are available as interface languages. Choose one in the language menu, and dates and calendars follow that language's formatting.

Attach a structure, a timeline, a board, documents or company data to a JuristIQ conversation and the answers draw on that matter's own records. The assistant reads what you attached instead of answering from general knowledge alone.

Duplicating a board, or creating one from a board template, copies its automations too. The copies point at the new board's own columns, groups and labels.

The structure shape picker has three more shapes: trapezoid, pentagon and a square with a circle inside. Drag one onto the canvas to add it.

Choose Excel in a timeline's export menu to download its events as a spreadsheet named after the timeline.

Choose the Netherlands when importing from a register and the company's ownership chain is drawn into the structure. Not every plan includes this country.

Dutch is available as an interface language. Choose it in the language menu, and dates and calendars follow Dutch formatting.

Switch a timeline to the table view from the view tabs. Each event is a row with its dates, title, description, notes, documents, people and tags.

Open JuristIQ from the menu to ask legal questions in a chat. Earlier chats are listed in the chat history. Your organisation needs JuristIQ access.

Search the text of uploaded documents from a timeline, from an insight, or across the whole organisation in the global search. Results point to the documents that contain your term, so you can tell whether a clause is in this bundle or anywhere in your files.

Open Automate on a board and write a rule as one sentence: when this happens, and only if a condition holds, then do this. A status change can notify the matter partner, and the rule reads back in plain words to anyone who opens it.

Tell a board what should happen when a status changes, a date arrives or someone is assigned. The automation notifies the team, creates or moves the task, or pushes the next deadline on its own, and each rule reads as a plain sentence anyone on the matter can follow.

Add an automation to a board that notifies the right person when a date column arrives, so each critical date on a matter sends its own reminder. The team hears about a deadline before it lands rather than on the day it is missed.

Choose Germany when importing from a register and the company's ownership chain is drawn into the structure. Not every plan includes this country.

The home page has a Recent tab with the structures, timelines and boards most recently worked on in your matters, and a Shared externally tab listing those shared with people outside the organisation.

Give an element a solid, dashed or dotted border, or no border, from the border style option in the element toolbar. The option also applies to several selected elements at once.

Switch a board to the Gantt view to see its tasks laid out against dates instead of down a list. The bars come from the date ranges the board already holds, so there is no second plan to keep in step.

Post updates on a task under Internal updates to keep them from clients who have access to the board. Clients see the Updates tab only.

Swedish, Norwegian, German, Spanish and Portuguese are available as interface languages alongside Danish and English. Menus, dialogues and messages appear in the chosen language.

Pick an icon for an element from the icon finder in the element toolbar. The icon is shown on the element and moves with it.

Turn on Include people in the PDF export settings to print the initials of linked people next to each event. With a per-page legend turned on, they appear in the legend instead.

My work gathers the tasks assigned to you from every board and matter into one place. Tasks are grouped by when they are due, so anything overdue or due this week is the first thing you see when you open it.

Select several elements and distribute them horizontally or vertically from the selection toolbar. Spacing sets an exact distance between them.

Select a relationship to open a toolbar on its line. Its type, value, colour, font, documents and notes are all set from that toolbar instead of a separate form.

When creating a structure or timeline, type a new name in the matter field to create that matter on the spot. The new structure or timeline is placed in it.

Turn on Hide timestamp in the PDF export settings to print only the date of each event, without the time.

Turn on Mirror Mode on a slide and every change made there also applies to the slides that follow it. Turn it off to edit one slide on its own.

Select a relationship and drag the handles that appear on its line to bend or reroute it. The new path is saved with the structure.

Select several tasks on a board to move, duplicate, delete or convert them together. Tasks and subtasks cannot be moved or duplicated in the same selection.

Run a matter's work on a board of task groups. Each task carries its status, the people responsible and its deadline, and a board can hold several saved views over the same tasks so each member of the team sees the work the way they need it.

Export a board to an Excel workbook, edit it in Excel and import the file to update the board. This import expects the layout of a board export.

In a board's import dialogue, open the Template tab and choose a board template to copy its task groups, columns and views into the board.

In a board's import dialogue, download the Excel template, fill in the tasks and upload the file to add them to the board.

Search a board's text columns from the search field, or choose which columns to search. Filters narrow the tasks by column values such as people, status and country.

Add subtasks under any task on a board, or turn a task into a subtask from its context menu. A task that already has subtasks cannot become a subtask itself.

Each task group on a board ends in a summary row showing the sum or average of number columns, the share of each status, the people assigned and the date range. The summary stays visible when the group is collapsed.

Open a task to post updates and @mention colleagues. The same panel shows the task's activity log, with each change and who made it.

Select several relationships to change their type, colour, font, documents and notes together from the selection toolbar.

Choose Sweden, Norway or Finland when importing from a register and the company's ownership chain is drawn into the structure. Not every plan includes this country.

Build a board from typed columns such as status, people, files, date, date range, dropdown and links. Each type brings its own cell, so the same boards run a closing, a litigation calendar or an onboarding queue.

Drop a relationship onto any point of an element's outline and it attaches at that point, instead of at one of the element's fixed handles.

The home page recommends structures and timelines you created, edited or were mentioned in, and lists your groups, matters and mentions in tabs. A create button on the same page starts a new structure or timeline.

Share a structure or timeline with colleagues in your organisation from the share dialogue, with an optional comment for them. People you share with also get access to the matter.

Select several elements to open the selection toolbar. A change to colour, font or element type applies to every selected element.

Select several elements and use Align elements in the selection toolbar to line them up on their left, right, top or bottom edges, or on a shared centre line.

Turn on Use Timeline colours in the PDF export settings to print each event's colour on its dot and text. Colours that are too bright are printed in a darker shade.

Turn on Include notes in the PDF export settings to print each event's notes below its description. Notes are printed only where there is room below the event.

Upload contracts, emails and transcripts to a timeline and JuristIQ reads them and proposes the dates and events it finds. You review the proposals before they land on the timeline, and every event keeps a link back to the document it came from.

Turn on Per page legend in the PDF export settings to print a legend on every page of the export. The option is available for landscape PDFs.

Export a timeline to PDF on any paper size from A4 up to A0, in portrait or landscape. Events sit along one axis with their dates printed beneath them, so the same chronology works as a desk copy or a wall chart.

Press Ctrl+K, or ⌘K on a Mac, to search matters, groups, structures, timelines and elements from any page. Results are grouped by type, and selecting one opens it.

Build the court bundle from the documents already on a timeline. Enter the court and case details, then drag documents into ordered sections, and the bundle is produced from the timeline rather than put together beside it.

Open a timeline at the same time as your colleagues and everyone's cursor and avatar appear on the same axis. The team can see who is working where while the chronology is built.

Paste an image from the clipboard into the file import dialogue or into an event form. The pasted image is added as a file, the same as an uploaded one.

In Overview over events, select Find event on any row to jump straight to that event on the timeline.

Double-click a text box on a structure to edit it with formatting such as bold, lists, font size and colour.

Drag the label of a relationship to a new position on the canvas. The position is saved with the structure and shows for everyone working in it.

Open the comment log on a structure or timeline to discuss it with colleagues. Type @ to mention someone, and the person mentioned receives a notification.

Switch a structure between the infinite canvas and the PowerPoint canvas from the canvas controls. The PowerPoint canvas shows the slide area used when the structure is exported to PowerPoint.

Every change to a structure, timeline or board is recorded with the person who made it and when. Open the activity log to see the history, down to which cell on a board was changed, so the question of who changed this has an answer.

Upload images such as logos in the icon panel of a structure, under Your own icons, and place them on the canvas like any built-in icon.

Search a timeline from its toolbar. Matches cover event titles, descriptions, dates, tags, notes, linked people and documents, and each result shows where the match was found.

Select an element and pick a font and font size for its text in the element toolbar. The setting is saved on that element.

Attach documents and write notes on any element or relationship in a structure. Both open from the documents and notes buttons in the element and relationship toolbars.

See the cursors and avatars of colleagues who have the same structure open. An avatar on an element or relationship shows who is editing it.

Turn on collapse in the timeline settings to stack events with the same date at one point on the line. Turn it off to spread them out again.

Give a timeline event an end date as well as a start date to show a period. Show the period in the default style or as a bracket.

Each group has an access setting. Under unrestricted access, every member reaches all matters and resources in the group without being added. Under restricted access, members see a matter only once they have been given access to it.

Search a structure for elements, relationships, text boxes and sticky notes by name from the structure toolbar. Pick a result to go to it on the canvas.

Sort documents into folders, and tag them so a tag lists a document wherever it is relevant, whichever folder it sits in. Filter by tag to find every signed document or every warranty letter across the whole tree.

Create folders in a group or matter to sort structures, timelines and building blocks. Move items between folders, and delete a folder with or without its contents.

Duplicate a structure, a timeline or a building block from its list. The copy keeps the original content and is created in the same folder.

Select several elements in a structure and convert them into one element stack from the right-click menu. Expand the stack to work on the elements inside it.

Draw a group around elements in a structure to show that they belong together, such as a tax group or a fund. Moving the group moves everything inside it.

Helper lines appear while you drag an element in a structure and show when it lines up with the elements around it. Turn them off from the right-click menu on the canvas.

Drag the handles of a selected element, icon or sticky note in a structure to change its width and height.

Mark the cuts between the pages of a long PDF and save, and each part becomes a document of its own. A four hundred page disclosure scan turns into the separate letters and agreements it actually contains.

Lay out a reorganisation as a sequence of steps on the same canvas as the structure. Each step has its own frame showing the group as it stands after that step, and the slides pane keeps the frames in order for presenting and export.

Select an element in a structure and a toolbar opens above it with the settings for that element, such as shape, colour and text.

A document is uploaded once and referenced wherever it is needed. Choose Show uses on any file in the document tool to see every timeline, structure and other place that relies on it before you replace or delete it.

Attach sub-events to a timeline event, either below it or beside it on the same line, to break a step into its parts.

Undo and redo changes to a structure with Ctrl+Z and Ctrl+Y or the toolbar buttons. This covers adding, moving, resizing, editing and deleting elements.

Keep elements, relationship types, attributes and people as building blocks in a group or in a single matter. Group building blocks are copied into its matters, and matter building blocks stay in that matter.

Organise structures and timelines into matters, and matters into groups. Open a matter to see its tools, and add colleagues to the matter to give them access.

Boards, timelines, structures and insights can sit on a group without belonging to a single matter. Use them for work that spans several matters, such as a timeline of a whole client relationship or a board of everything owed across it.

When email threads are imported to a timeline, the JuristIQ engine checks them for duplicate content. Threads it identifies as the same are set aside for review, and you choose which one to keep or keep both.

Place icons from the icon finder on a structure canvas next to elements and relationships. Icons can be moved and resized like other elements.

Give an element in a structure a shape, such as a rectangle, circle, triangle, diamond, parallelogram or star. Pick it when adding the element or change it later.

Invite someone outside your organisation to view a timeline from the share menu. They open it through a personal link and confirm with a security code sent by SMS.

Add free text boxes anywhere on a structure canvas for headings, explanations or footnotes. Text boxes sit apart from the elements and relationships of the chart.

Filter a timeline by people, tags or documents from the timeline toolbar. Only matching events stay visible until the filter is cleared.

Search the events in a timeline from the timeline toolbar. Pick a result to zoom to that event on the canvas.

Users sign in through their firm's Microsoft Entra ID or SAML identity provider instead of a separate password. Single sign-on is set up per organisation on request, and users from the firm's email domains join its organisation.

Tag the events on a timeline by what they are about, such as completion, correspondence or court steps. Each tag carries its own colour, and the tag legend tells a reader which colour means which theme.

Import an email thread to a timeline and each message in it becomes its own dated event, with attachments filed as appendices. Where the split is unclear, mark in the thread where a new email starts and the events are placed for you.

Upload emails saved from Outlook as .msg or .eml files to a timeline. Each thread is split into its separate messages, which are added as dated events.

Build a matter chronology event by event on a timeline and attach the document each event comes from. Open any event to see its source, so every date on the timeline can be traced back to the evidence behind it.

Add the people involved to a timeline event, picked from your list of people. Their avatars show on the event, and a click opens their details.

Search for a company or a person in the data tool and the register's own data comes back structured. Each company opens on tabs for accounts, owners, management and structure, with registration number, registered capital and employees on one page.

Open a company in the data tool and its filed accounts appear on the Accounting tab. Key ratios, the profit and loss and the balance sheet sit on one screen, with a trend line across the filed years beside each figure and a picker to move between years.

Export a structure from its actions menu to a PowerPoint file. Entities, lines and labels arrive as PowerPoint shapes that can be edited in the deck.

Download a structure as an Excel workbook from the structure toolbar. Each element gets its own sheet listing its incoming and outgoing relationships with their values.

Right-click the empty canvas in a structure to show the grid or turn on snapping. With snapping on, elements move in fixed steps along the grid.

Right-click an element, a selection or the empty canvas in a structure to open the actions for it, such as cut, copy, paste and duplicate.

Copy, cut and paste selected elements in a structure with Ctrl+C, Ctrl+X and Ctrl+V. Relationships between the copied elements are pasted with them.

Switch the interface between English and Danish from the user menu. Menus, forms and messages follow the chosen language.

Invite someone outside your organisation to view a structure from the share menu. They open it through a personal link and confirm with a security code sent by SMS.

Attach scenarios to an output and an analysis includes it only when one of them holds for the structure. One report template then serves every matter, and the sections that do not apply are left out.

Add sticky notes to a structure canvas for comments and reminders next to the chart. Notes can be moved, resized and given a colour.

Open the mini map from the canvas controls to see the whole structure in a small overview. Click a point in the mini map to move the view there.

Search for a company by name or registration number and Structure draws its ownership chain from the public register. Each entity arrives with its registration number and country, and every holding carries the ownership percentage the register records.

Import a company from the register and Structure writes the registered ownership share onto each relationship it draws, so the chart shows who owns what and by how much. An import option rounds each share to a whole percentage.

Run an analysis on a structure and the legal report is written from the elements, ownership lines and red flags that are actually on the canvas. The text and the chart describe the same group because one is read from the other.

Build ownership and group charts in Structure by placing elements on a canvas and connecting them with relationships. Elements and relationship types come from your building blocks.

Draw relationships in a structure as bezier curves, stepped lines or straight lines. Pick the style per line and set which style new lines start with.

Write a condition once and Structure raises a red flag on every relationship that meets it. The flag sits on the holding itself, so the pattern you care about is caught in every chart across the group, not only the one someone happened to reread.

Create attributes such as country or registration number under building blocks and add them to elements. An attribute holds either a free value or a choice from a fixed list of options.

Create relationship types, such as ownership, loan or licence, under building blocks. Each type has its own line styling and can carry a value on the line.

Define standard elements, such as a company, a person or a fund, under building blocks. Each one keeps its own styling and attributes and can be placed in any structure.

Set up the reports and slides a matter produces and generate them against your firm's own templates. A structure illustration or a step plan leaves as a document ready for the client, without being rebuilt by hand.

Write a scenario from elements, relationships and attribute comparisons, such as a company whose country is equal to a given value. It is checked against the elements of the structure, and red flags build on the same scenarios.