In the legal world, Word and Excel are often the default tools for managing complex projects like conditions precedent, Q&A processes, and document checklists. But while these tools are familiar, they’re not built for collaboration or efficient project management. They’re static, error-prone, and rely on endless manual updates that slow down transactions and leave teams frustrated.
Legatics replaces this outdated approach with a centralized, collaborative platform that transforms the way you work. Whether you’re tracking tasks, managing documents, or organizing a workflow, Legatics lets you take control of your processes while avoiding the pitfalls of working in files.
Why Word and Excel aren’t enough
While Word and Excel are useful for drafting documents or crunching numbers, they quickly fall short when used to manage legal transactions:
Time-consuming updates: Managing and updating static files like Word tables or Excel sheets is tedious and error-prone, with constant manual effort needed to align formatting and ensure accuracy.
Version control issues: With multiple team members emailing edits, it’s easy to lose track of the latest version, leading to confusion and delays.
Limited collaboration: Static files don’t allow for real-time updates or seamless teamwork, creating inefficiencies and bottlenecks.
Difficult to scale: Tracking processes becomes unmanageable as complexity grows, whether it’s hundreds of documents or dozens of questions.
These challenges slow transactions and increase the risk of errors, costing time, resources, and focus.
How Legatics solves the problem
Legatics offers a platform purpose-built for legal professionals, addressing the key challenges of using Word or Excel for project management:
Centralize your work
Instead of scattered files across shared drives, emails, and systems, Legatics centralizes everything in one place. This ensures a single source of truth for your projects, helping everyone stay aligned and reducing duplication.
Automate manual processes
Legatics eliminates the need for repetitive manual updates. Features like the legal text importer turn hours of work into minutes by automatically extracting structured data from documents.
Collaborate in real time
With Legatics, your team can work together on the same project simultaneously. Assign tasks, track progress, and leave comments directly within the platform, ensuring everyone is on the same page at all times.
Track progress seamlessly
Tools like statuses, checkboxes, and filters make it easy to monitor progress and identify outstanding tasks. No more scrolling through Excel sheets to find what’s done and what’s left.
Deliver professional results
Export polished, branded reports directly from Legatics, ready for client review. Whether it’s a document checklist, Q&A summary, or completion schedule, you can deliver high-quality outputs with minimal effort.
What can you use Legatics for?
If you manage work in Word and Excel, then you can do it in Legatics!
We've got a wide range of use-cases, these include:
Conditions precedent: Create structured CP lists from legal text, assign responsibilities, and track progress in real time.
Q&A processes: Centralize questions and answers, manage responsibilities, and collaborate seamlessly.
Document checklists: Organize files, track updates, and integrate signing workflows in one place.
Warranty disclosures: Import warranties from schedules and create tailored lists for different client teams.
Certificates of title: Streamline the process of managing questions and updates with dynamic lists.
Due diligence: Centralize and track tasks in complex real estate transactions.
Wherever you use Word or Excel to track and manage legal processes, Legatics can offer a smarter, more efficient alternative.
The benefits of switching to Legatics
By replacing static files with a dynamic, collaborative platform, Legatics delivers tangible benefits:
Save time: Automate repetitive tasks and reduce the manual workload.
Improve accuracy: Minimize errors with centralized data and structured workflows.
Enhance collaboration: Work in real time with your team and clients.
Stay organized: Track progress and keep everyone aligned with clear, updated information.
Deliver faster results: Streamline your processes to close deals more efficiently.
Ready to leave Word and Excel behind?
Legatics transforms the way you manage legal workflows, replacing outdated tools with a streamlined, collaborative solution. If you’re ready to save time, reduce errors, and simplify your processes, Legatics is the platform for you.