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 you legal transactions.
Challenges in banking & financial transaction management
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.
Our software helps
solve your challenges
Manage documents, actions, comments, approvals, statuses and more with our digital lists.
Legal text importer
Turn the condition precedent (or condition subsequent) schedule from your facility agreement into a perfectly formatted checklist in minutes.
Sign documents using our wet-ink tool, or send them directly to DocuSign – all from your list.
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.
Legatics can transform your banking & finance transactions
Conditions Precedent Checklist
Satisfy your conditions precedent faster and more collaboratively.
Conditions Subsequent Checklist
Satisfy your conditions subsequent faster and more collaboratively.
Track and manage documents in your transaction.
Track the issues in your transaction and get them resolved faster.
Try Legatics today
Learn how Legatics can streamline your transactions and improve your client’s experience.