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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
Bringing everything together from multiple places can take weeks, and creating closing sets for multiple parties can take even longer.
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.
Legal text importer
Turn the condition precedent (or condition subsequent) schedule from your facility agreement into a perfectly formatted checklist in minutes.
Signing view
Sign documents using our wet-ink tool, or send them directly to DocuSign – all from your list.
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.
Conditions Precedent Checklist
Satisfy your conditions precedent faster and more collaboratively.
Conditions Subsequent Checklist
Satisfy your conditions subsequent faster and more collaboratively.
Documents List
Track and manage documents in your transaction.
Issues List
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.