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5 easy steps for switching your transaction management platform to Legatics

We present five simple steps for switching your transaction management software

Transitioning your legal transaction management platform might seem like a daunting prospect, but it doesn’t have to be. With the right approach and a little planning, the switching process can be smooth and efficient. In this article, we look at five steps for switching to Legatics and the support we offer to ensure you have a successful transition.

Why should I switch to Legatics?

Transaction management is what Legatics does best and it’s the heart of our business. Our knowledgeable team of over 50 professionals is dedicated to improving legal transaction management through technology, and this is our sole area of focus. 

We’re also committed to a long-term vision for legal transaction management. To support this, we’ve created a live online roadmap that gives all of our customers – who are key stakeholders – access to, and influence over, what functionality we build next. And we have an extensive knowledge base, so your lawyers can get up-and-running quickly.   

As well as this, we’re trusted by many of the world’s leading law firms to deliver their transactions, with total deal values in excess of USD 1 trillion. Our current customers include Allen & Overy, Dentons, Pinsent Masons and more. For a closer look at our clients and some recent success stories, visit our website.

No better time to switch

After a year of extensive testing, we’ve recently launched our latest version of the platform – Legatics 2. Offering users more flexibility, templates and use cases than ever before, there’s never been a better time to switch to Legatics!

Easy import

Migration is also made simple thanks to our checklist import tool. We recently expanded this tool to support the easy creation of Legatics checklists from Word and Excel files, including those you may export from another software supplier.

What support can we offer?

We want to make the switching process as simple as possible. That’s why we offer comprehensive transition support to switching customers. Our support package includes: 

  • ROI planning kick-off sessions
  • transition project planning support
  • dedicated account management
  • train-the-trainer sessions
  • user-training sessions
  • end-user guides, and 
  • extensive online resources for users

Five steps for switching to Legatics

If you’re interested in switching your transaction management platform to Legatics, we’ll work with you to understand your needs, demo our product and tailor a solution that’s right for you. We also work hard to ensure our procurement process is quick and simple. Our straightforward steps for transitioning are outlined below:

Step 1Procurement
– Submit security whitepaper to prospective customer’s information security teams
– Customer reviews contract terms from Legatics
– Commercial terms discussed and agreed 
Roll-out kick-off 
– Session with account manager and customer to plan the roll-out, including:
– Intranet content
– Digital training
– Train-the-trainer sessions
– Practice group training
– Roll-out resources
– Tailored announcements to practice groups
– Conclude contract
– Conclude information security review
Step 2Platform set-up
– Provision customer within Legatics systems, including firm branding/styling for document downloads
– Lead time of ca. five working days 
– Customer gains access to Legatics from this point
Step 3Initial roll-out
– Launch intranet content 
– Launch training materials
– Conduct training
Go live
Send announcements (including platform link) to practice groups
Step 4First live matters on Legatics
Support initial users
Admin users will receive notifications about new matters created in Legatics. We recommend getting in contact with those users and ensuring they are set up for success. 
Customer success
The Legatics team is on hand to support customers with their first matters on the platform.
Account meetings
Meet with account managers to discuss initial experience and first matters created on Legatics. Review and refine customer roll-out plan, as needed.
Migration planning
Plan the migration of any existing matters, as required.
Step 5Migrate matters
Migrate any existing matters as needed, using the Legatics import tool and supporting online guidance/documentation.
Continue your Legatics roll-out, with regular reviews and support from your account manager. Extend the roll-out beyond departments already familiar with legal transaction management, making use of the new Legatics 2 use cases.
Contribute to our long-term roadmap, as your users come up with exciting new ways to progress legal transaction management!

Next steps

Transitioning to new legal transaction management software might seem like a challenge. However, with the right support from a provider that understands the issues, the migration process needn’t be stressful.

For more information about switching your transaction management platform to Legatics or to book a product demo, contact