Modules are at the heart of how you work in Legatics. Whether you're managing tasks, handling document signing, or preparing document packs, modules give you the tools to structure your matter for success.
This article introduces the concept of modules and helps you understand when to use each one.
What are modules?
Modules are the building blocks you add to a matter to get work done. Each module is designed for a specific purpose - like managing workflows or preparing closing folders - and can be added, removed, and configured to match the needs of your transaction.
You can have as many modules as you like in a matter, and you can rename them to suit your matter structure.
Module types
Legatics has the following modules:
Lists
Lists are tables with flexible columns that help you track work, manage tasks, collaborate with parties, and collect information throughout your transaction. They’re especially helpful for workflows that evolve over time, have multiple data points or involve multiple contributors.
They’re ideal for managing any type of work that requires tracking, for example:
Checklists
Documents lists
Issues lists
Steps plans
If you're using Excel or Word to track or manage anything, a list will do it faster, smarter, and with less hassle.
Binders
Binders are designed for output. They let you organise documents into a structured index and export them into different files (eg single PDF or zip). Binders are ideal when you need to compile and export documents with an index.
They're great for things like:
Bundles
Board packs
Closing sets
Closing folders
Transaction bibles
If you're using Word and file explorer to make indexes, a binder will do it faster, smarter, and with less hassle.
Module comparisons
Feature | List | Binder |
Recommended for | Tracking and managing tasks, documents, and data | Preparing document sets like closing sets, bibles, or indexed bundles |
Ideal use case | Managing signing, checklists, approvals, or due diligence processes | Organizing final documents into a navigable and exportable format for delivery or archive |
Best for | Ongoing collaboration and updating throughout a transaction | Creating a final, structured output at the end of a transaction or phase |
Main use | Dynamic tables that evolve with your deal | Document bundles with custom structure and professional formatting |