Litigation deals often involve complex negotiations, especially when managing disputes or claims with multiple parties. Traditionally, this process relies on tools like Word and Excel for document management, which can lead to disorganized information, version control challenges, and a lot of time spent maintaining manual checklists. Legal transaction management platforms, like Legatics, simplify this by centralizing all relevant documents and information in one platform. This enhances efficiency, improves collaboration, and ensures that every detail is organized and easily accessible. Let’s explore how this works!
Managing a litigation transaction in Word and Excel is inefficient and prone to errors
While these tools are widely used, they have several limitations when it comes to managing complex litigation matters:
Scattered information: Essential case data, such as court filings, discovery documents, witness lists, and settlement communications, may be dispersed across different Word files or spreadsheets. This disorganization makes it difficult to track case progress, align all involved parties, and access critical information when needed.
Manual and time-consuming updates: Frequently updating documents, adjusting formats, and ensuring consistency across multiple files consumes valuable time. This administrative burden detracts from the focus needed on strategic litigation tasks and increases the risk of errors.
No real-time collaboration: Word and Excel lack the ability to support real-time collaboration, meaning team members must continually email documents back and forth. This leads to delays, versioning issues, and the potential for miscommunication, which can hinder the overall efficiency of the litigation process.
These inefficiencies not only slow down the litigation process but also increase the likelihood of errors and misalignment among all parties involved.
Legatics simplifies and centralizes the management of litigation transactions
Lawyers handling litigation transactions are using Legatics to efficiently manage and run their processes. Here are some examples of how it’s being utilized:
Witness statement tracker to track, manage and sign all of the documents involved in a witness statement.
Document lists to organise your court documents in one place.
Project plan to stay on track.
Replace inefficient Word and Excel workflows with a dynamic, collaborative platform built for clarity and efficiency:
Start with existing templates
Legatics lets you import your current Word or Excel templates and convert them into a digital, collaborative list, allowing you to get started really quickly and easily update your lists in real time as the deal progresses.
Assign responsibilities
With Legatics, you can easily assign specific tasks or action items to team members, boosting accountability and ensuring that no important steps are missed. You can also track the status of each item and quickly address any outstanding issues, keeping the litigation process on course.
Centralized deal management
Instead of juggling multiple Word or Excel files, run all your lists in one place. This ensures you stay organized, aligned, and focused on the critical aspects of the case.
With Legatics, litigation transactions are streamlined and managed in a seamless, efficient way, offering real-time collaboration and clarity for all parties involved.
How to manage Litigation deals in Legatics
Streamline litigation case management using Legatics, ensuring structured workflows, efficient collaboration, and seamless document handling. Follow this step-by-step guide to optimize your litigation processes.
Step 1: Import your existing Excel or Word files
Begin by uploading your case-related Excel or Word files, such as:
Case timelines
Pleadings and motions lists
Discovery requests
Witness and evidence tracking sheets
Legatics will automatically convert these files into dynamic lists, maintaining structure and data for easy management.
Step 2: Organize and structure your case workflow
Customize your lists by adding columns for case phases, deadlines, responsible parties, and statuses.
Refine sections to align with litigation stages, such as:
Pleadings & Motions – Track filings and deadlines.
Discovery – Manage document requests, depositions, and evidence.
Trial Preparation – Organize witness statements, exhibits, and arguments.
Use Legatics’ file sharing and version control to ensure clarity and ease of access.
Step 3: Collaborate and assign tasks
Assign motions, pleadings, discovery requests, and filings to relevant team members.
Enable real-time collaboration for lawyers, paralegals, and external counsel.
Use comments and notifications to provide additional context and updates on key litigation tasks.
Securely share case documents and restrict access where necessary using permissions.
Step 4: Monitor Progress
Use statuses and filters to track pending motions, discovery progress, and upcoming deadlines.
Manage signing of affidavits, settlements, and agreements through the Legatics Docusign integration, or using the wet-ink functionality.
As litigation advances, create additional lists for appeals, settlements, or post-trial actions.
Once the matter is resolved, export final lists and binders for court records, compliance, and future reference.
Why Legatics is the better way to manage Litigation deals
Litigation involves complex workflows, tight deadlines, and multiple stakeholders.
Legatics eliminates inefficiencies caused by scattered Excel and Word documents, helping you:
Centralize your case management – Keep pleadings, motions, discovery, and trial prep in one structured platform, reducing confusion.
Keep all parties informed and aligned – Ensure legal teams, clients, and external counsel stay up to date with real-time collaboration and task tracking.
Generate clear, well-formatted lists – Export final case timelines, evidence lists, and court filings in firm-branded documents for easy reference.
With Legatics, litigation management becomes more streamlined and organized, enabling your team to work efficiently and stay focused on achieving the best possible outcome.