Lists in Legatics are dynamic, customizable tables that enable you to track, manage, and collaborate on information within your matter. Whether you're organizing tasks, managing documents, or tracking approvals, lists provide a structured way to keep everything aligned. Designed with flexibility in mind, lists can be tailored to suit the unique needs of your matter.

This article sets out key things to know about lists, and how to use them.

Traditional tools like Word and Excel are often used to manage information in transactions, but they come with limitations. Lists in Legatics offer several advantages that make them a more effective solution:

By leveraging the power of lists, you can reduce inefficiencies, enhance collaboration, and maintain better control over your matter’s data.

Lists in Legatics can be created in multiple ways to suit your needs and get you started faster.

Transform static Word tables into dynamic, interactive lists in Legatics. Say goodbye to manually tracking updates across multiple versions of a document - Legatics keeps everything centralized and up-to-date.

Convert unstructured legal text into structured rows and columns with ease. No more manual copy pasting and formatting tables. Legatics takes an hours long task and completes it in minutes.

Just like in Word, you can reuse lists from your matters to save time and ensure consistency. Avoid the hassle of recreating similar structures from scratch and focus on what matters most - delivering results.

Start with pre-designed templates tailored for best practices in transaction management. Forget the frustration of building lists from a blank slate - templates provide a solid foundation that’s ready to go.

Import spreadsheets into Legatics to turn disconnected, static data into collaborative, real-time lists. Leave behind the chaos of emailing Excel files and struggling with version control - Legatics keeps everything in sync and secure.

Lists are designed to be flexible, to respond to the specific needs of your transaction. That's why you've got lots of flexibility to configure them to your specific needs.

Organize your data with clear, hierarchical structures using sections and rows. No more endless merging of cells in Word, or scrolling through reams of pages - Legatics lets you group and structure data for better visibility and navigation.

Use columns to define and categorize data types like dates, responsibilities, and statuses. Unlike static spreadsheets, Legatics columns are dynamic and interactive, enabling seamless updates and tailored workflows.

Control who can view, edit, or manage your lists with granular permissions. Avoid the risks of uncontrolled access and accidental edits - Legatics ensures your data stays secure and in the right hands.

Once your list is up-and-running, working in it is a breeze. You've got a dynamic, collaborative tool that go far beyond static spreadsheets and Word documents.

Quickly locate and manage data in large lists using tools like the table of contents and filtering. Stay focused on the most relevant information without wasting time scrolling or searching.

Checkboxes make it easy to track progress and approve rows directly within your lists, allowing you to streamline workflows and maintain clarity across your team.

Collaborate directly within your lists by adding comments to rows. Provide context, ask questions, or share updates without leaving the platform.

Track deadlines and milestones with a dedicated date column. Simplify planning and ensure everyone knows what needs to happen and when.

Easily upload, manage, and share files directly within your lists. Eliminate the need for external storage, ensure version control, and keep everything organized in one place.

Capture unstructured data in customizable free-text columns. Flexibly store notes, descriptions, or any information that doesn’t fit into predefined formats.

Assign tasks to specific users, roles, or organizations directly within your list. Clarify accountability and keep everyone aligned on responsibilities.

Track progress with customizable statuses that provide clear, visual updates for each row. Ensure your team stays aligned and up-to-date on task progress effortlessly.

Save time and ensure consistency by editing multiple rows in a single step. Avoid repetitive tasks and streamline updates across your list.

Importing data into lists is a breeze. You can easily transform raw files and data into structured, interactive lists. Whether from Word, Excel, or legal text, you save time manual reformatting and get time back to deliver your transaction.

Exporting data from lists produces polished, branded documents that are ready to share immediately. Whether in Word, PDF, or Excel, exports are cleanly formatted, saving time and showcasing professionalism.