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Use cases

Legatics can be used by every industry, practice area and team.

Use Case Template Filter

Background documents template screen

Background Documents

Manage (and easily find) the background documents to your deal.

Bidder Pack

Bidder pack

Stay organised and provide a bidder with all the documents they need (and you need to track)

Bidder Tracker

Bidder tracker

Make sure that each bidder has provided all of the documents needed for each stage of the bid

Board pack template screen

Board Pack

Organise your board pack and then send electronically or as a customised zip folder.



List and tick-off all the things that you need to do

Company incorporation

Company Incorporation

Track and manage the documents and actions required to incorporate a company.

Company Information

Store information on multiple companies, such as company name, number and more.

Company name change template screen

Company Name Change

Track and manage the documents and actions required to change the name of a company.

Completion checklist template screen

Completion Checklist

Track pre-completion, completion and post-completion items.

A screenshot of the conditions precedent window

Conditions Precedent & Subsequent Checklist

Satisfy your conditions precedent faster and more collaboratively.

Confidentiality agreements template screen

Confidentiality Agreements

Manage all of your confidentiality agreements in one place.

Corporate authorisations template screen

Corporate Authorisations

Manage all of your corporate authorisations in one place.

Court bundle template screen

Court Bundle

Organise your court documents in one place.

Director Appointment

Track and manage the documents and actions required to appoint multiple directors to a company.

Director removal template screen

Director Removal

Manage all the documents and actions required to remove one or more directors from a company.

A screenshot of the documents list window

Documents List

Track and manage documents in your transaction.

Due Diligence Checklist

Due diligence checklist

Check-off and confirm that the data room contains everything requested

Due Diligence Report Tracker

Due diligence report tracker

Track your team's input into the Due Diligence Report, and easily find the latest version for collation into the master version

File sharing template screen

File Sharing

Share files securely with your client or any other person.

Information request template screen

Information Request

Request information from your client (or any other person) and track their responses.

Issues List template screen

Issues List

Track the issues in your transaction and get them resolved faster.

Issues List

Issues list (Sale and Purchase Agreement)

Identify, track and resolve issues in a sale and purchase agreement

Shareholders Agreement

Issues list (Shareholders Agreement)

Identify, track and resolve issues in a shareholders agreement

KYC checklist template screen

KYC Checklist

Request and collect all of the documents you need for KYC requirements.

Lease Information

Lease information

Store key information on multiple leased properties

Local Counsel Tracker

Local counsel tracker

Manage multiple local counsel and make sure they have provided you with everything you need

Property Information

Property information

Store key information on multiple owned properties

Regulatory application checklist template screen

Regulatory Application Checklist

Step out all of the documents and actions required for a regulatory application.

Regulatory Approvals Tracker

Regulatory approvals tracker

Track all of the regulatory approvals that are needed for the deal

Steps plan template screen

Steps Plan

Step out all of the documents and actions required for your legal process.

Warranty Disclosures

Warranty disclosures

Track and manage disclosures against the warranties in a sale and purchase agreement

Witness Statement

Witness Statement

Track, manage and sign all of the documents involved in a witness statement in one place.

Working Parties

Working parties

Track contact information of key people in the deal