The checklists your deals deserve
Replace Word tables and Excel spreadsheets with dynamic, collaborative lists everyone can see in real-time.
- End the chaos
Transaction checklists shouldn't live in email attachments.
Managing deals with Word and Excel means endless version control headaches. You’re formatting tables, chasing updates, and wondering who has the latest file.
- Checklists, supercharged
Legatics Lists brings your checklists and action trackers into one live workspace.
Set up in seconds. Update in real-time. Everyone sees the same version—always.
Replace manual admin with dynamic Lists built for the deal.
Set up in seconds, not hours
Import from Word, Excel, or copy from previous deals. 40+ templates get you started instantly.
End version control nightmares
One live list replaces dozens of email attachments. No more “final_v3_FINAL” files.
Stop chasing people for updates
Automatic notifications replace email follow-ups. Assign responsibilities and track progress at a glance.
Give clients the visibility they expect
Share specific sections with clients. They see real-time status without you creating reports.
Reduce errors and missed items
Color-coded progress bars surface what’s outstanding. Nothing falls through the cracks.
Free up time for valuable work
Less admin means more time on billable, strategic work.
How it works
[01]
Create your list
Start from a template, import from Word/Excel, or copy structure from a past deal.
[02]
Collaborate in real-time
Assign responsibilities, add comments, @mention team members. Everyone works from the same live version.
[03]
Track progress automatically
Color-coded status tracking shows exactly where things stand—no manual updates required.
FAQ
Will lawyers actually adopt this?
Yes. If you use Word, you can use Legatics. The interface is intuitive—most teams have their first matter live within 15 minutes.
Can we share with clients and counterparties?
Absolutely. Granular permissions let you share at the list, section, row, or even column level. Clients get transparency without seeing everything.
Does it work with our existing systems?
It does. Legatics integrates with NetDocuments and other tools you already use. Export to branded Word documents whenever needed.
What if we have our own templates?
Create custom templates from any matter. Save and reuse successful structures across the firm.
Build your next deal the easy way
Join the firms using Legatics to close faster and work smarter.