Claire Cullum , Content Manager We present our new template-specific features to give your firm’s knowledge management a helping hand!
Give your firm’s knowledge management a boost with version 2.8 of Legatics! In this latest release, you can now create custom list templates that let you conveniently capture and reuse knowledge from your existing deals. Plus, we’ve added a central template repository where you can create, store, share, and track your templates all in one place. In this article, we’ll explore these new template-specific features and how to make the most of them!
Custom list templates: what they are and how to use them
Do your lawyers feel pressured to set up deals quickly? Is it time-consuming to recreate your firm’s precedent by searching through multiple systems?
Our new custom list templates make setting up deals easier than ever. With this functionality, dedicated template admins in your firm can capture and reuse knowledge from existing matters or create new templates to share with your team.
You can now create templates:
- from existing lists in matters (if you’re the matter administrator)
- from existing template lists (using the platform’s default templates or your own)
- from scratch
Why is this feature so useful?
While Legatics includes over 40 templates that cover most practice areas, we understand that standard templates might not meet all your needs. Our new custom list templates let you go further by creating personalized templates tailored to your firm’s specific practice areas, jurisdictions, and legal workflows.
Watch our short video to learn more about working with custom list templates.
Key benefits of this new functionality:
Tailored templates
We want you to get the most out of the template knowledge within your firm. The default templates in Legatics may not cover every scenario, so we understand that over time, you’ve likely created your own templates. Now, you can build and store unique templates in Legatics, offering you the best of both worlds.
Avoid duplicating work every time you create a list you’d like to reuse. Our lists can store files, so if your template needs specific documents, you can simply upload them—bringing everything your lawyers need together in one place.
We can also add your firm’s branding to templates created outside of Legatics, for a professional and consistent look.
Better categorizing and tracking
Organize and tag your template types by practice area, client, or industry for easy access. You can also monitor template usage with a real-time count of how many users have accessed each template.
Easier onboarding
Help your new hires hit the ground running! Our templates are designed by lawyers, for lawyers, to support a faster and more consistent onboarding process.
Greater efficiency
Our custom list templates and central repository mean you can avoid working with scattered Word documents. Instead, you’ll have a dedicated space to manage your templates, making them easy to locate and accessible to everyone.
If you’re already using Legatics, we hope you enjoy these new features! If you’re new to Legatics and want to see the product in action, book a demo today.
