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Features

Understand Legatics’s core features

Thanks to Legatics’s flexible system, legal teams of any size can manage all your transactions – simple or complex.

Illustration of confused person with text saying increased costs and decreased client satisfaction

Law firms around the world are using Legatics to improve their legal transactions

  • Allen & Overy logo
  • Bowmans logo
  • Cederquist logo
  • Vieira de Almeida & Associados logo

Manage more than just the closing of your transaction

With your transaction in Legatics, you’ll always know the status of all stages of your transactions, not just the closing.

The Legatics dashboard on Documents List screen

Lists

Give transaction management a dedicated space

Our digital lists give you the tools needed to manage your documents, actions, statuses, and comments in one place.

Multiple use cases

Our digital lists can be adapted for every use case, and every practice area

Create as many as you need

We know that one list isn’t enough to run a transaction – that’s why you can create as many as you need.

Signing management

Accelerate your closings

Say goodbye to manually extracting signature pages and a disconnected DocuSign experience.

Wet-ink signing

Extract signature pages, track signing status and collate signed pages into an execution version.

DocuSign signing

Send documents directly to DocuSign and track their progress from your list.

Legatics dashboard signature management screen
Legatics document management screen shot

Document management

Informative document management

Store your documents where everyone can find them
(and see more than just file size).

Version control

Easily identify who uploaded the latest version of your documents – and when.

Automatic actions

Use pre-built rules to get to closing quicker.

Closing sets

Closing sets in minutes, not hours

Create custom closing sets with a click of a button, so you can spend more time focusing on the next transaction.

Branded Word index

Our custom downloads make it easier to keep your lawyers on-brand.

Indexed and hyperlinked

Because this isn’t work that your lawyers should be focusing on.

Create closing set dashboard screen

Dashboard

See the big picture

A screen cap of the Legatics Dashboard

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.

Quickly take action

Our dashboard helps everyone quickly see what they need to do, and to take action to keep the transaction moving.

Automatically created

You have better things to do than manually create dashboards. That’s why ours are automatically created for every list.

Legatics dashboard matter templates screen

Templates

Get your matter started faster

Don’t reinvent the wheel. Create templates for your users to start from, or save any matter as a template to use it again!

Save any matter as a template

Running transactions on repeat? No problem.  We let you save any matter as a template so your hard work isn’t lost.

Create a template from scratch

Want to help your users get started?  No problem. Create a standard template for any use case or practice area and deploy it to everyone.

Get your list started faster

Gone are the days of manually copying and pasting legal text into a Word table. 
Using machine learning, our import tool recognizes clause references, headings and subheadings and turns them into a perfectly formatted list in minutes.

Handles all types of legal text

Our importer recognises US-style contracts, clause references, complex numbering, headers, sub-headers, trailing text, commas, semicolons and more.

You’re in control

Our importer does most of the work for you.  But we give you control over the final output to make those personal tweaks.

Legal Text Import screen
Screenshot of the Word Downloads dashboard

Word downloads

Stay on brand

We get that your brand is important.  That’s why every list can be downloaded into a branded (and perfectly formatted) Word document.

Perfect for sharing with clients, partners and everyone else who needs to quickly see the progress of your deal. 

Portrait or landscape

Download Word documents in your orientation.

Download everything, or just what you need

Need to download just a section of the list?  Or a filtered view?  No problem. We can handle that.

Permissions

Control your transaction

Control content and document access at the list, section, row, column or document level. You can also customize permissions based on user roles.

Document access

Working on a complex list and need to control document access?  No problem, with our permissions you can hide documents in a list from other participants.

View as another user

Easily see what Legatics looks like to another user and confirm that your permissions are correctly applied.

Legatics dashboard permissions screen
Legatics dashboard Audit Trail screen

Audit trail

Monitor your transaction

Stay focused on the transaction and let our audit trail automatically record who did what, and when.

Integrations

Seamlessly integrate all of
your critical applications

  • Docusign logo
  • Various logos
  • iManage logo

Try Legatics today

If you use Word to manage your transactions, you can use Legatics. Using Legatics is that simple.