Rice Tong Whether you’re managing a Conditions Precedent (CP) checklist in a Project Finance deal, Title Search and Examination in a Real Estate transaction, or a Disclosure Schedule in a Corporate M&A deal, lists are critical to staying organized and driving the transaction forward.
That’s why it’s essential to manage your lists in a collaborative, cloud-based environment instead of relying on Word documents or Excel spreadsheets. Traditional tools often lead to multiple versions, disorganized workflows, and the constant risk of outdated information disrupting progress.
At Legatics, we’ve designed our platform to address these challenges head-on. Our goal is to provide the same ease and flexibility as Word or Excel, while introducing functionalities tailored to legal transactions. With Legatics, you can create lists quickly, customize them to your needs, and collaborate with your team in a centralized, real-time workspace.
In this blog, we will look how Legatics lists are uniquely built for your needs as a transactional lawyer.
1. Unmatched flexibility
Flexibility is one of the defining features of Legatics. We recognize that no two transactions are the same, and your tools need to adapt to the specific requirements of your deal.
With Legatics, you can:
✅ Add unlimited rows and columns
✅ Use a variety of column types, including checkbox, comment, date, file, status, etc.
✅ Make bulk updates with ease, saving time and minimizing the risk of manual errors
✅ Manage permissions at any level, from lists, columns, to rows and even versions of documents
All we want is to help you get started faster without getting stuck in the limitations of static Word or Excel tables, and to make changes easier as the deal progresses.
2. Purpose-built for legal transactions
Word or Excel were never designed for complex legal transactions—nor were general project management tools. While there are various transaction management platforms available, many focus solely on closing as well. Few address the full lifecycle of a deal, from start to finish.
Legatics lists are designed to help you manage every stage of a transaction. You can:
✅ Import legal text, Word or Excel tables and instantly convert it into a dynamic list
✅ Create multiple lists in one matter for different workstreams
✅ Export closing binders in a click of a button
✅ Move documents to the signing stage seamlessly, for digital or wet-ink signing
We’re also integrated with document management systems like iManage and NetDocuments (see our full list of integrations here), allowing you to keep everything organized in one place.
3. Seamless collaboration
Collaboration on Legatics is effortless, whether you’re working with internal teams or external stakeholders. Our visual dashboard keeps everyone accountable, helping teams track progress without endless status calls or email chains.
Key collaboration features include:
📊 Track deal progress at a glance from our real-time dashboard
📅 Assign tasks effortlessly and nudge parties into action
🔐 Set granular permissions to control access and edits
The biggest benefit? Legatics provides a single source of truth for deal progress, meaning fewer miscommunications with clients and better experience overall.
4. Easy to use – no tech background required
Legatics is built for legal professionals, not tech experts. Our intuitive interface ensures you can start using the platform immediately, with no complex onboarding or training required.
⚡ Simple, user-friendly design—no IT skills needed
⚡ Set up in minutes, not hours with ready-to-go templates
⚡ Continuous onboarding support from our dedicated customer support team
By making the transition from static documents to a dynamic, cloud-based system, Legatics enables lawyers to focus on what truly matters—closing deals efficiently.
Ready to see Legatics in action?
Discover how our lists can transform your deal experience. Book a demo to see it in action.
