Background Documents
Manage (and easily find) the background documents to your deal.
Use cases
Legatics can be used by every industry, practice area and team.
Use Case Template Filter
Bidder pack
Stay organised and provide a bidder with all the documents they need (and you need to track)
Bidder tracker
Make sure that each bidder has provided all of the documents needed for each stage of the bid
Board Pack
Organise your board pack and then send electronically or as a customised zip folder.
Checklist
List and tick-off all the things that you need to do
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
Track and manage the documents and actions required to change the name of a company.
Completion Checklist
Track pre-completion, completion and post-completion items.
Conditions Precedent & Subsequent Checklist
Satisfy your conditions precedent faster and more collaboratively.
Confidentiality Agreements
Manage all of your confidentiality agreements in one place.
Corporate Authorisations
Manage all of your corporate authorisations in one place.
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
Manage all the documents and actions required to remove one or more directors from a company.
Documents List
Track and manage documents in your transaction.
Due diligence checklist
Check-off and confirm that the data room contains everything requested
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
Share files securely with your client or any other person.
Information Request
Request information from your client (or any other person) and track their responses.
Issues List
Track the issues in your transaction and get them resolved faster.
Issues list (Sale and Purchase Agreement)
Identify, track and resolve issues in a sale and purchase agreement
Issues list (Shareholders Agreement)
Identify, track and resolve issues in a shareholders agreement
KYC Checklist
Request and collect all of the documents you need for KYC requirements.
Lease information
Store key information on multiple leased properties
Local counsel tracker
Manage multiple local counsel and make sure they have provided you with everything you need
Property information
Store key information on multiple owned properties
Regulatory Application Checklist
Step out all of the documents and actions required for a regulatory application.
Regulatory approvals tracker
Track all of the regulatory approvals that are needed for the deal
Steps Plan
Step out all of the documents and actions required for your legal process.
Warranty disclosures
Track and manage disclosures against the warranties in a sale and purchase agreement
Witness Statement
Track, manage and sign all of the documents involved in a witness statement in one place.
Working parties
Track contact information of key people in the deal