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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 you legal transactions.

Legatics dashboard banking and finance screen

Challenges in banking & finance transactions

Creating and managing lists

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

Managing documents

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

Signing 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 everything in one place

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

Legatics gives you the tools needed to collaboratively plan, organise, and execute your 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.

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Legal text importer

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

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Signing view

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

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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.

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Use cases

Legatics can transform your banking & finance transactions

View all templates

Conditions precedent checklist template screen

Conditions Precedent Checklist

Satisfy your conditions precedent faster and more collaboratively.

Conditions subsequent checklist template screen

Conditions Subsequent Checklist

Satisfy your conditions subsequent faster and more collaboratively.

Documents list template screen

Documents List

Track and manage documents in your transaction.

Issues List template screen

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.