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 USER GUIDE
Download our User Guide for comprehensive, step-by step instructions on how to use the Legatics platform.
We have also broken it down into sections which are available below to download for ease of reference.
Managing Modules
LEGATICS CASE STUDIES
CASE STUDIES
Please note that these are for internal use only and not to be shared externally
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Project Finance
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Real Estate Finance
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Real Estate Refinancing
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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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Deal Protocols
Legatics Slides
Legatics Data Protection
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:
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First, you add users to the matter.
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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:
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User if they are the only one with matter administrator rights.
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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.