Secure data rooms, inside your deal
Secure document sharing that’s simple to set up, easy to manage, and built into your matter.
- Traditional VDRs are broken
Stop using complex tools for a simple job.
Traditional data rooms are over-engineered and overpriced. Lawyers waste hours on setup, IT gets pulled in for every small change, and you still end up juggling a separate system outside your matter.
- Data rooms that just work
Secure sharing inside your matter—simple setup, full control, no IT required.
Share confidential documents with counterparties, manage access, and track every view. All from the same place you manage the rest of your deal.
Secure document sharing, zero complexity
Set up in minutes, not days
Excel or ZIP import gets your room live fast. No training manuals, no IT escalation.
Control who sees what
Granular permissions at folder, document, or user level. Revoke access instantly.
Track every action
Full audit trail shows who viewed, downloaded, or shared any document. Exportable for compliance.
View documents in-browser
No downloads required. PDFs, Office docs, and images render directly—secure and convenient.
Integrated with your DMS
Pull from iManage or NetDocuments. Push back when you’re done. No re-uploading.
Built into the matter
One login, one platform. Data Rooms lives alongside Lists, Signing, and Binders—not in a separate silo.
How it works
[01]
Import your documents
Upload files, drag in folders, or import a structured index from Excel. Your room is ready in minutes.
[02]
Invite and control access
Add organizations and users with specific permissions. Share confidential materials with confidence.
[03]
Monitor and manage
Track who’s viewing what in real-time. Adjust access, upload new versions, and export audit logs anytime.
Key capabilities
Dashboard
Get a quick snapshot of your environment. See how many matters have been created and how many users have access.
Reports
Extract data insights from matters, lists in matters, users, and matter activity. Export for analysis and decision-making.
Matters and member management
Discover information about your matters and users and take actions on them, all from one convenient location.
Firm data
Set up and manage key data about your law firm, including companies and offices.
Integrations
Seamlessly connect your core tech stack—including SSO, iManage, NetDocuments and DocuSign—for a cohesive user experience.
Global settings
Take control of Legatics settings across your environment.
FAQ
Do I need IT involvement to manage users?
No. Legal ops teams can add users, manage permissions, and configure access directly. IT only needs to be involved for initial SSO setup.
Can I see adoption by practice group or team?
Yes. Filter reports by team, practice area, office, or custom groupings. Identify power users and areas that need support.
How do I prove ROI to firm leadership?
Export usage reports showing matters managed, users active, and time saved. Combine with operational data to build your business case.
Does it integrate with our existing systems?
Yes. SSO integration with major identity providers. DocuSign configuration managed centrally. DMS connections (iManage, NetDocuments) configured here.
Is there a complete audit trail?
Yes. Every login, document view, permission change, and user action is logged with timestamps. Export audit logs for compliance reviews.
Data rooms, without the drama
Share documents with clarity, control, and zero friction using Legatics Data Rooms.