Q: How do I create a Jurixa organization?
A: Use Create organization to set up the owner account, then choose whether the organization operates as an agent or mediator, or as a provider, so Jurixa creates the correct profile.
Create organizationHelp center
Frequently asked questions
Quick answers for onboarding, legal-intake rollout, automation setup, inbox routing, and billing.
Q: If agents and firms use the same sign-up, how are they differentiated?
A: They can enter through the same sign-up. During onboarding, they choose the organization's Jurixa role: an agency gets an agent or mediator profile, and a provider gets a provider profile.
Create organizationQ: Which Jurixa role should I choose during onboarding?
A: Choose Agent or Mediator if your organization represents or coordinates clients. Choose Provider if your organization performs legal or procedural work.
Choose Jurixa roleQ: I am a client. Do I need to bring my own agent?
A: No. If you have an external agent, the agent can create your client profile. If a provider introduces you, or if you sign up directly, JURIXA Agent mediates the Procedure and keeps communication routed through the agent by default.
Start with JURIXA AgentQ: Does JURIXA work for solo practices and large firms?
A: Yes. Solo practices and large firms use the same provider architecture. The difference is plan, seat count, team permissions, Procedure volume, reporting depth, and whether the firm also acts as a mediator for its own clients.
Create organizationQ: Is there a demo workspace?
A: Yes. A guided demo workspace can be enabled by your platform admin so teams can review workflows with preloaded sample data before going live.
Open demo loginQ: What is a Procedure in JURIXA?
A: A Procedure is the governed record for a legal or administrative workflow. It connects the underlying client, the authorized agent or mediator, the provider doing the work, communication rules, billing policy, status, and audit trail in one place.
See Procedure modelQ: What is the difference between a client, an agent, and a provider?
A: The client is the person or business receiving the service. The agent or mediator manages the relationship, intake, routing, or representation under consent. The provider is the firm, solo lawyer, or service unit responsible for the legal or procedural work.
See role modelQ: Who can be an agent or mediator on JURIXA?
A: An agent or mediator can be an external agency, consultant, accountant, business representative, family office, firm team, Jurixa coordinator, the client acting for themselves, or a future AI/human support model. The important rule is that the Procedure must record scope, authority, and consent.
See agentsQ: Can an external agent manage multiple clients?
A: Yes. An agency or mediator can manage a portfolio of represented clients, as long as each client relationship has the right consent and scope. Billing can then be based on represented clients, active Procedures, seats, a subscription tier, or a negotiated policy.
Create agent organizationQ: What is a provider in JURIXA?
A: A provider is the organization or professional unit performing the legal or procedural work. Clients do not choose providers from a public directory; external agents or JURIXA Agent route the Procedure to the provider.
See role modelQ: Can a provider be its own mediator?
A: No. The provider performs the legal or procedural work. When a provider introduces a client, JURIXA Agent is the mediator for that Procedure unless an external agent relationship is recorded separately.
Create provider organizationQ: What does Jurixa coordination mean?
A: For direct-client requests, Jurixa can coordinate intake, document readiness, provider routing, status follow-up, and paid support options. The provider still performs the legal or procedural work, while Jurixa coordination keeps the Procedure organized.
See Jurixa coordinationQ: Who communicates with whom during a Procedure?
A: By default, Procedure communication follows client to agent to provider. In an external-agent flow, the client communicates with that agent. In provider-introduced and direct-client flows, JURIXA Agent mediates. Direct client-provider contact appears only when the agent approves it for that Procedure.
See communication modelQ: Why does agent consent or representation scope matter?
A: Consent and scope prevent someone from acting for a client without clear authority. They define what the agent can see or do, such as preparing information, uploading documents, communicating with the provider, handling billing, or approving procedural steps.
Read scope policyQ: Does Ask JURIXA give legal advice?
A: No. Ask JURIXA explains product navigation, operational workflow, Procedure status concepts, onboarding, billing, and safe next steps. Legal strategy, rights analysis, deadlines, and case-specific advice should be handled by the responsible provider or qualified professional.
Read safety boundaryQ: Do you store privileged legal records or long message bodies?
A: No. JURIXA is operations-only and stores minimal metadata. For intake safety, organizations can enable end-to-end public-key encryption so CSV/API contact payloads are persisted only as ciphertext envelopes, while organization key material is wrapped at rest and never re-displayed in settings/admin pages.
Read scope policyQ: Where can I review JURIXA's Privacy Policy?
A: Open the Privacy Policy page to review scope, data-handling roles, provider usage, security boundaries, and contact-data responsibilities. If you want the section about what JURIXA stores versus what your firm remains responsible for, start with Scope and roles.
Read privacy policyQ: Where can I review the Terms and Conditions?
A: Open the Terms and Conditions page to review service use rules, billing and cancellation commitments, provider dependencies, suspension or termination conditions, and legal notices. For privacy-specific details, open the Privacy Policy alongside it.
Read terms and conditionsQ: How can billing work for clients, agents, and providers?
A: Billing should follow the role and source of the Procedure. Clients may pay for Jurixa-guided support or provider services, agents may be billed per represented client or active Procedure, and providers may pay subscription, seat, usage, or mediated-client access fees.
Review billing modelQ: Is JURIXA free for clients, and who manages billing plans?
A: Yes. Clients use their invited JURIXA portal at no charge. Providers use the Provider Workspace plan, selected and managed from Billing inside the provider profile.
Create organizationJURIXA Assistant
Operational FAQ copilot