Legatics is the leading transaction management platform designed to simplify and enhance legal transactions. By centralizing tools for checklists, signing, binders and more, Legatics helps lawyers get deals done faster and deliver clients better outcomes.

This article provides an overview of the platform’s core features and the benefits they bring to your legal processes.

Our getting started collection guides you through the essentials of using Legatics, from setting up your account to navigating matters. Quickly master the platform and streamline your workflow from day one.

Our onboarding collection provides the tools and resources needed to setup and successfully roll out Legatics in your organization. Streamline the setup process and drive adoption with ease.

Legatics is built around matters, providing a structured workspace for managing transactions. Within each matter, core features like the dashboard, lists, signing, and binders work together to simplify complex processes, ensuring that all tasks and documents related to your matter are organized and accessible in one place.

The dashboard provides a real-time overview of your matter’s progress, offering insights into who needs to do what, and what needs to be done. By consolidating information into one clear view, the dashboard ensures you stay informed and can quickly identify what needs attention.

Lists are dynamic tables that help you track, manage, and collaborate on key tasks and data. Unlike static spreadsheets, lists include features like statuses, responsibility tracking, and real-time updates, ensuring transparency and alignment across your team.

Our signing simplifies document execution by enabling you to prepare, manage, and track signing progress. With options for electronic and wet-ink signing, Legatics keeps the signing process secure, efficient, and fully integrated with your workflow.

Binders make it easy to compile, organize, and share finalized documents, such as closing sets, bibles or court bundles. By automating document collation and ensuring professional formatting, binders save time and enhance the presentation of your work.

The audit trail in your matter provides a comprehensive record of actions taken within a matter, ensuring transparency and accountability. This feature is invaluable for maintaining compliance, resolving disputes, and reviewing transaction history.

We've got the tools you need to oversee and manage transactions from start to finish. Whether its adding participants, or reviewing permissions, Legatics ensures that your matter is in your control.

We've got a dedicated administration system that allows System Admins at our customers to oversee their Legatics environment. With control over matter and users, and the ability to export a range of data, Legatics ensures your platform is secure and tailored to the needs of your organization.

Your Legatics account serves as your personalized gateway to the platform, securely connecting you to your matters. With options to manage preferences, update details, and manage notifications, you're in control.

This showcases practical applications of Legatics, helping you understand how the platform can solve real-world challenges. Discover tailored workflows and best practices to maximize efficiency and drive success in your matters.

We want to to ensure you can quickly get the help you need. From troubleshooting common issues to reaching out to the support team, these articles guide you through resolving problems and maintaining productivity.

Stay informed about the latest updates and enhancements in Legatics. Stay up to date with new features, improvements, and fixes, ensuring you always make the most of the platform’s capabilities.