Success Story
Morais Leitão

The Firm. The Deal.

Case Study - Real Estate Refinancing - M

Morais Leitão is a leading full service
law firm with its head office in Lisbon,
Portugal. Morais Leitão chose Legatics
to assist on the refinancing of a major
shopping centre in Oporto region,
conducted in English. The firm were
acting for the Lenders on the
transaction, and collaborated with the
Borrowers, Borrowers’ counsel and
other Morais Leitão offices over the

Increased visibility. Increased

The firm used Legatics for the generation of various CP checklists, the
finance documents list, the upload and management of executed
documents, and the creation of transaction bibles to be sent to the
parties involved.

Engagement from transaction parties was high. The banks were
extremely impressed with the platform and said they would use it again.
In particular, they liked the transparency and control Legatics provided,
giving greater visibility in comparison to traditional deals. Legatics also
enabled banks to ask back office staff to review and sign off on the CP

Borrowers were really enthusiastic about the platform, especially
because it allowed them to keep track of the current statuses of
different work streams. Their internal lawyers were quick to learn how
to use Legatics and used the system directly to upload documents,
which removed the need for traditional document management.


“Legatics has proved to be
a very useful tool ….”

- Pedro Gorjão Henriques,

“We received fantastic
feedback from Clients too!”

- Elmano Sousa Costa,
Senior Associate

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Total transparency
Giving the parties
greater visibility and

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Every party knew what
was going on at any
given moment

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Significant time saving
Thanks to Legatics’
intuitive interface

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Fewer emails
As CPs were no longer
exchanged by email