Banking & Finance

Automate manual tasks and get funds to flow faster

Simplify and accelerate the process to lend and borrow money by using a transaction management platform designed for your legal transactions.

Challenges in banking & financial transaction management

Creating and managing lists

Creating and managing document lists, condition precedent checklists and condition subsequent checklists is a time consuming and manual process.

Managing financial documents

Documents are shared by email and stored in multiple places, making it harder to find the latest version and reducing collaboration.

Signing financial documents

Identifying parties and signatories, sending documents for signing and tracking progress is disconnected, increasing execution risk.

Creating closing sets

Creating and managing document lists, condition precedent checklists and condition subsequent checklists is a time consuming and manual process.

Solve these challenges by managing your financial transactions in one place

You don’t have to switch between documents, spreadsheets, email, and other tools to keep your financial transaction running smoothly.

Legatics gives you the tools needed to collaboratively plan, organise, and execute your financial transaction in one place – no matter what type of transaction you are working on.

Greater deal transparency

From having everything in one place.

Improved client experience

Thanks to greater visibility and less confusion.

Accelerated closings

Due to increased deal momentum.

Our software helps
solve your challenges

Digital lists

Manage documents, actions, comments, approvals, statuses and more with our digital lists.

Signing view

Sign documents using our wet-ink tool, or send them directly to DocuSign – all from your list.

Legal text importer

Turn the condition precedent (or condition subsequent) schedule from your facility agreement into a perfectly formatted checklist in minutes.

Dashboards

Get real-time insight into the progress of the deal and each list. Quickly see the actions you need to perform and keep work on track – all in one place.