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Legatics Know-How

Welcome to Legatics 

Here you will find helpful materials relating to your and your clients' use of the Legatics platform.

LEGATICS INTRO VIDEOS

Legatics Intro Videos

Introduction to Legatics

A short video highlighting key functionality of Legatics. Can be shared externally with clients or transaction parties.

Legatics + DocuSign

A short video highlighting key functionality of the Legatics DocuSign integration.

LEGATICS ONE PAGE INTRO GUIDES

CLIENT MATERIAL PACK

LEGATICS

Client Overview

LEGATICS

Client User Guide

LEGATICS

Client Training Video

LEGATICS

Client Intro Email Template

Legatcs Intro Guides

LEGATICS

Getting Started

LEGATICS

Client/External Party Overview

LEGATICS

Remote Working Benefits

Client Material Pack
Legatics User Guide
Legatic Case Studies

LEGATICS CASE STUDIES

CASE STUDIES

Please note that these are for internal use only and not to be shared externally

This is a great place to tell people more about yourself and peak their interest.

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Project Finance

This is a great place to tell people more about yourself and peak their interest.

For more info, they can follow you on social in a click.

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Real Estate Finance

This is a great place to tell people more about yourself and peak their interest.

For more info, they can follow you on social in a click.

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Real Estate Refinancing

This is a great place to tell people more about yourself and peak their interest.

For more info, they can follow you on social in a click.

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Corporate Signing and Completion

LEGATICS TEMPLATES AND HELPFUL DOCUMENTS

Template Deal Protocol

Template Deal Protocol

Template Deal Protocol

Template Deal Protocol

Template Deal Protocol

Deal Protocols

Legatics Slides

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Legatics Templates

LEGATICS PRODUCT RELEASE NOTE

Invite users to a matter 🙋 

Previously all users with Legatics accounts were automatically given access to the matter when you added them.  

Now you always have a two-step process:

  • First, you add users to the matter.

  • Second, when you are ready to give a user access, you press the “Send invitation email” button.

This means that you can now get your participants set-up in advance, and invite them to the matter when they need access. 

 

The email notification that is sent to users is also clearer.  We have clarified that users are invited to a new matter. 

 

Managing your list 📁

See your list on one page. You can now view your list in one page (or you can choose a lower amount, if you want).

Simply scroll to the bottom of the page and select show "All". 

Clearer warning when deleting lists. To minimise accidental deletions of lists, we have made the warning modal clearer.

Clearer language when splitting a list

To make out splitting functionality clearer, all lists that you split will have "split list" in the title by default. 

(you can always change the name to anything you need).

Deleting Matter Administrators 🔐

You can no longer delete a:

  • User if they are the only one with matter administrator rights.

  • Party if they have the only user with matter administrator rights.

Multiple email domains⚙️

Legatics now supports multiple email domains for our customers.

This change lets all of your users log into your Legatics account.

So, if your company has multiple email domains (e.g. @lawfirmuk.com and @lawfirmusa.com) please reach out to your Legatics Engagement Manager to get this set up.
 

Product Release Note

GET IN TOUCH

We'd love to hear from you - get in touch if you have suggestions for other support materials.

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