The checklists your deals deserve
Replace Word tables and Excel trackers with configurable, collaborative checklists everyone can see and act on in real time.
Common challenges:
How Legatics helps
Transaction checklists shouldn’t live in email attachments
Managing deals with Word and Excel means endless version control headaches. You’re formatting tables, chasing updates and wondering who has the latest file.
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Your whole deal. One live list.
Set up in seconds, updated in real time, with everyone always working from the same version. Create multiple lists per matter to organise different work streams.
Lawyers, clients and counterparties all work from the same live list. No emailed copies, no version conflicts, no chasing the latest file.
Control access at the list, section, row, column or document level — so every party sees what's relevant and nothing more.
Progress, owners and deadlines at a glance. Partners check the list instead of asking around for an update.
One live list for every document, condition and task in your deal
Start from a template, import from Word or Excel, or reuse a structure from a past deal. 40+ templates get you live in seconds.
Share at the list, section, row, column or document level. Every party sees exactly what they need — and nothing more.
Upload documents and versions directly to list items. Organize into sections, apply numbering and reorder with drag and drop.
Assign owners, set deadlines and automate notifications. Responsibilities are clear and progress is always visible.
Track completion across every condition with colour-coded statuses, progress bars and filterable views. Export firm-branded lists to Word or Excel.
Share live lists directly with clients and counterparties. They see real-time status without you building a single report.
How it works
Start from a template, import from Word or Excel or reuse a structure from a past deal.
Assign owners, upload documents, add comments and control who sees what.
Track progress with live dashboards and export firm-branded lists to Word or Excel.
When to use Lists
Start from one of 40+ templates, import from Word or Excel, or reuse the structure of a list from a past deal.
Set permissions at the list, section, row, column or document level, so clients and counterparties see only what's relevant to them.
Upload documents and versions directly to list items, then assign owners and deadlines with automated notifications to track progress.
Track completion with color-coded statuses, progress bars and filterable views, then export firm-branded lists to Word or Excel.
Explore all features
Everything you can do with Lists
List fever: Now for the interesting bit
In practice, whatever the deal size, you’re never short of
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The modern closing checklist
It’s the most familiar artifact in transactional law. Most firms
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Use case: Conditions subsequent checklist
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Use case: IPO and listing preparation
Six months. Fifty stakeholders. Hundreds of deliverables. Taking a company
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Use case: Stop KYC becoming the bottleneck
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Less admin, smoother closings: Inside Nelson Mullins’s transaction practice
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Legal closing checklist software
The closing checklist is the operational spine of any legal
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How to manage conditions precedent digitally
Conditions precedent are the backbone of any legal transaction. Before
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How leading law firms manage deal closing checklists
The closing checklist sits at the heart of any legal
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Use case: Enquiries on title
Built for how lawyers work, Legatics eases the laborious and
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Use case: Warranty disclosures
Built for how lawyers work, Legatics eases the laborious and
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Use case: Title search and examination
Built for how lawyers work, Legatics eases the tedious and
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Use case: Conditions precedent
Project finance is a method of funding large-scale projects (often
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What sets Legatics’ lists apart, and how do they support your transaction?
Whether you’re managing a Conditions Precedent (CP) checklist in a
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5 powerful ways to integrate Legatics lists in your M&A transaction
Created for complex legal transactions, Legatics is a simple, powerful
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Common questions
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Yes. Create multiple lists within one matter, so conditions precedent, closing checklists and other workstreams each have their own live list.
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Part of the Legatics platform, also integrates with:
Lists
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Signing
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Binders
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Other capabilities
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