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: 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 role pathsQ: 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 pathsQ: 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.
Agent guideQ: 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.
Agent guideQ: Can an accountant or other professional be a provider?
A: Yes. An accountant or another regulated professional can be a provider when they hold a verified professional credential for the scoped work. A certified accountant can handle accounting and tax work, while lawyers and solicitors remain required for reserved legal acts. Clients still do not pick providers from a public directory; an external agent or JURIXA Agent routes the work to the right verified provider.
Provider guideQ: What is a provider in JURIXA?
A: A provider is the organization or professional unit performing the legal, tax, accounting, audit, or procedural work. New routed work requires a verified credential with the right scope for the Procedure. Clients do not choose providers from a public directory; external agents or JURIXA Agent route the Procedure to the provider.
Provider guideQ: 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.
Client guideQ: 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 role pathsQ: 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: 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: Can a JURIXA Agent-mediated client choose free or premium?
A: Not yet as a self-service choice in the current client portal. Direct clients whose mediator is JURIXA Agent currently continue through the free or JURIXA-paid portal flow. The backend can already record client-paid service-fee procedures, but the portal does not yet expose a free-versus-premium selector for the client. Provider Workspace billing remains separate for provider organizations.
Open client portalQ: Is JURIXA free for clients, can clients upgrade, and who manages billing plans?
A: Invited client portal access can be free. The backend can record client-paid service-fee procedures, but the current portal does not yet let a JURIXA Agent-mediated client choose free versus premium as a self-service plan. Provider organizations still use the Provider Workspace plan, selected and managed from Billing inside the provider profile. Keep client-paid assistance separate from provider workspace billing.
Open client portalJURIXA Assistant
Operational FAQ copilot