JURIXA Automations

For clients

Track your Procedure, confirm the authorized mediator, see the provider, upload documents securely, receive guided updates, and sign required files from the client portal.

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For agents

Operate a consented client portfolio, open Procedures for represented clients, coordinate provider communication, and support billing by client, Procedure, seat, or plan.

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For providers

Serve direct, agent-represented, and Jurixa-mediated clients through one provider organization dashboard with queues, roles, source tracking, audit logs, and billing controls.

Create provider organization Request demo

Jurixa coordination

Turn direct-client requests into prepared Procedure records with intake assistance, document checks, provider routing, status follow-up, and paid support options.

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A single relationship model for every Procedure

Each workflow keeps the same governed structure whether the mediator is JURIXA Agent or an external agent.

Client → Agent / Mediator → Provider

Underlying client

The person or business receiving the service, whether they came directly, through an agent, or through a firm-owned relationship.

Primary mediator

The authorized external agent or JURIXA Agent controls communication under consent and procedure policy rules.

Provider

The firm, solo lawyer, or service unit performing the legal or procedural work, with provider access separated from mediation.

Law office operations in context

The exact moments JURIXA is built to automate, standardize, and track across core law-firm practice areas and litigation, transactional, and advisory work.

Consult continuity

Keep consultation handling consistent with automated reminders and real-time confirmation status.

Attorney communication channels illustration

Channel-ready client communication

Deliver consistent consultation reminders and client follow-ups across email, SMS, and WhatsApp where enabled.

Attorney office client waiting area illustration

Schedule recovery

Refill canceled consult slots faster with reschedule and follow-up workflows so attorneys keep calendars productive.

Governance and confidentiality

Enforce role-based controls, domain restrictions, and optional encrypted handling for sensitive client payloads.

Built for real law office operations constraints

Start no-code, then automate deeper only when your team is ready.

Attorney scheduling and reminder workflow illustration

Already using another scheduler or case system?

You do not need to migrate systems on day one.

Export your daily consultation schedule as CSV and upload in minutes.
Keep your current software while JURIXA handles reminders, confirmations, and reschedule requests.
Enable API sync later when your vendor is ready.

Start with schedule import See API setup FAQ

Attorney operations and finance reporting illustration

Overloaded with finance and admin workload?

JURIXA is not tax, bookkeeping, or trust-accounting software, but it removes repetitive coordination and reminder work that creates revenue leakage.

Automate reminders and confirmations to reduce avoidable missed consultations.
Track estimated recovered and at-risk revenue from scheduled consult operations.
Give your accountant or office manager cleaner weekly operational handoff inputs.
Activate advanced finance workflows as on-demand upgrades when needed.

Create Jurixa organization See finance scope FAQ

Frequently asked questions

Start with the questions most people ask before choosing a client portal, agent organization, or provider organization. Ask JURIXA uses this same knowledge base.

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Getting Started Create organization

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.

Procedure Model See role paths

Q: 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.

Procedure Model See role paths

Q: 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.

Getting Started Create organization

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.

Getting Started Choose Jurixa role

Q: 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.

Procedure Model Agent guide

Q: 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.

Start from the next legal step

Learn how Jurixa helps each role move faster

Understand the next step without chasing updates

Grow represented client operations with clearer routing

Turn routed demand into organized provider work