Binders in Legatics are a modern way to create professional, indexed collections of documents - ideal for closing sets, closing folders, transaction bibles, completion binders, bundles, board packs and more!

Built for legal work, they combine structured layout, styling options, and automation to replace manual Word indexing with something faster, easier, and more consistent. This article sets out key things to know about binders, and how to use them.

Binders in Legatics replace the outdated and painful process of manually collecting files in file explorer and creating an index in Word. No more juggling folders, updating hyperlinks by hand, or stitching together table of contents pages.

Our binders let you organise documents, build custom indexes, and generate a polished work product in minutes - not hours. So, whether you’re preparing for closing or creating any indexed document set, binders help you do it faster, with less manual effort and better results.

Setting up a binder is super simple, and you can make as many as you need!

If you're a Matter Admin, press the Create button at the top right of the matter and select Binder. Choose a binder name, pick the type of index you want (table or contents style), and select the Word template you want to use.

Add sections to create a clear structure, and upload documents into the relevant parts of your binder. You can easily drag and drop to reorder documents and sections to get your binder structure perfect.

If you're using our lists to manage your transaction, you can import files from a list in your matter into the binder. Choose which file columns to include, and decide whether to carry over the section structure from the list. The files are copied - not linked - so you can customise the binder independently.

Binders are only visible to Matter Admin when created. When you're ready you can let others view or edit the binder.

Legatics gives you flexibility in how your binder index and the binder file looks and feels. Choose from multiple layout styles and formats before generating.

Using the configure button, configure the appearance of your index. Choose the style for your binder, change the Word template that controls the design and set formatting. You've got the control you need to build an index that suits your needs.

Preview your index as a Word file before generating the full binder. This helps ensure it looks just right before you generate your binder file.

You can generate your binder as a single PDF or ZIP, giving you the flexibility to deliver a work product that best resonates with your clients.

Once your binder is ready, and configured correctly, you can generate the binder file and export it to your preferred destination.

Generating a binder creates a file (zip or single PDF, with the index included) based on the content of your binder and your configurations. If you change your binder after generation, you can regenerate it with a click to keep everything in sync.

Once the binder file is generated, anyone with the edit or view permission can export the binder file. You can choose to download it to your computer or send it directly to iManage or NetDocuments.

You can manage your binder over time with simple tools for renaming, duplicating, or deleting.

It's simple to rename your binder to respond to your needs. Names are limited to 100 characters.

You can duplicate a binder using the action in the More actions menu. This is particularly useful when you want to create a variation of an existing binder - for example, a version for external parties that’s based on your main (“master”) binder but with certain documents removed or adjusted.

If you no longer need a binder, delete it from the More actions menu. Deleted binders can’t be recovered, so proceed carefully.