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Trainee Webinar Series

Whether you’re just getting started or want to sharpen your skills, this series helps you get the most out of the platform

Our Trainee Webinar Series is designed to help you get the most out of Legatics - whether you’re a brand-new user or looking for a quick refresher. Each session focuses on a different aspect of the platform, from mastering the basics to exploring advanced workflows and collaboration tools.

Delivered by our product experts, these webinars walk you through practical use cases, highlight time-saving features, and share best practices to manage matters more effectively. Browse the sessions below and find the right webinar to build your confidence and skills with Legatics.


Upcoming sessions

Autumn 2026

Learn Legatics: from Trainee tasks to Associate thinking

Learn Legatics: from Trainee tasks to Associate thinking Tuesday 29 September 2026 | 2pm BST / 9am EDT

Best for: Trainees looking for a general introduction to Legatics.


Learn how to create, set up and manage a matter in Legatics from scratch, while exploring how the platform can help you look beyond your individual tasks and understand the wider transaction.


We'll cover the core Legatics skills you'll need on your matters and show you how to use them to develop four habits that will become increasingly important as you progress: seeing the bigger picture, taking ownership, anticipating what's next and communicating clearly.

Learn Legatics for B&F: from Trainee tasks to Associate thinking
Thursday 1 October 2026 | 2pm BST / 9am EDT

Best for: Trainees working on, or expecting to work on, Banking & Finance transactions.


Learn how to set up and manage a B&F matter in Legatics from scratch, using a CP process to bring the platform to life.


We'll cover how to structure and manage your CP checklist, work with documents and responsibilities, collaborate with the transaction team and track progress towards closing.


Along the way, we'll explore how you can move beyond simply knowing what's outstanding to understanding who needs to act, what needs to happen next and what could hold up closing — helping you stay one step ahead of the CP process.

Learn Legatics for Corporate: from Trainee tasks to Associate thinking
Tuesday 6 October 2026 | 2pm BST / 9am EDT

Best for: Trainees working on, or expecting to work on, Corporate transactions.


Learn how to set up and manage a corporate matter in Legatics from scratch and use the platform to help keep a transaction moving towards signing and closing.
We'll cover how to structure the matter, manage documents and responsibilities, collaborate with the deal team and track progress across the transaction.


You'll also learn how to look beyond the documents you're responsible for and start understanding how the different people, actions and workstreams fit together — giving you a better view of what needs to happen next and what could be holding up the deal.

Learn Legatics for Real Estate: from Trainee tasks to Associate thinking
Thursday 8 October 2026 | 2pm BST / 9am EDT

Best for: Trainees working on, or expecting to work on, Real Estate transactions.
Learn how to set up and manage a real estate matter in Legatics from scratch, from structuring your checklist and adding parties to managing documents, responsibilities and progress towards completion.


We'll show you how Legatics can help you move beyond simply staying on top of your own tasks to building a clear picture of where the whole transaction stands.
You'll learn how to quickly understand what's complete, what's outstanding, who needs to act and what needs attention - so you're better prepared when someone asks: "What are we still waiting for?"


New to Legatics? Join our beginner-friendly webinar series for Trainees and learn how to use Legatics on your transactions — while developing the skills that will help you as you progress in your legal career.

Each one-hour session will teach you the Legatics fundamentals from scratch, including how to create and set up a matter, structure your checklist, manage documents and responsibilities, collaborate with your deal team and track a transaction through to completion.

But we won't just show you which buttons to click.

We'll explore how you can use Legatics to look beyond the task in front of you and start developing an associate mindset: understanding the bigger picture, taking ownership, anticipating what needs to happen next and communicating progress effectively.

Whichever session you choose, you'll leave knowing how to:

  • Create and set up a matter in Legatics from scratch

  • Structure and manage your transaction checklist

  • Manage documents, responsibilities, statuses and key information

  • Collaborate effectively with your transaction team

  • Understand what's complete, what's outstanding and what needs to happen next

  • Use Legatics to give your team greater visibility over progress

  • Use the platform to develop your transaction-management skills as you progress in your career

No previous Legatics experience is required.

You only need to attend one webinar. Choose the general session or the practice area most relevant to your work:


Past sessions

Spring 2026

Legatics for Trainees: adding value on transactions across practice groups

17 March 2026

2pm GMT / 9am EST

As a trainee, you may not lead negotiations - but you play a critical role in keeping transactions organised, visible and under control.

This practical training session will provide a comprehensive walkthrough of Legatics and how trainees can use it effectively on live matters across Banking & Finance, Corporate / M&A, Real Estate and more. The focus is on the day-to-day responsibilities trainees manage and how Legatics supports them in adding real value to their teams.


Legatics for Trainees: adding value on Banking & Finance transactions

18 March 2026

2pm GMT / 9am EST

Banking & Finance transactions often involve tight deadlines, multiple stakeholders and detailed CP lists. As a trainee, you are frequently responsible for tracking conditions, maintaining accurate status updates and ensuring nothing is missed ahead of signing or completion.

In this practical training session, we will explore how trainees can use Legatics to bring structure and control to B&F transactions.


Legatics for Trainees: adding value on Corporate transactions

24 March 2026

2pm GMT / 9am EST

Corporate and M&A matters often involve multiple documents, moving deadlines and coordination across internal and external parties. As a trainee, you are frequently responsible for tracking execution documents, maintaining up-to-date deal lists and ensuring the team has clear visibility ahead of signing and completion. In this practical training session, we will explore how trainees can use Legatics to bring structure, clarity and control to Corporate and M&A transactions.


Legatics for Trainees: adding value on Real Estate transactions

25 March 2026

2pm GMT / 9am EST

Real Estate transactions often involve multiple documents, layered dependencies and coordination across several parties. As a trainee, you are frequently responsible for tracking documents, maintaining completion checklists and ensuring the team has clear visibility on outstanding items ahead of exchange or completion. In this practical training session, we will explore how trainees can use Legatics to bring structure, organisation and control to Real Estate transactions.


Autumn 2025

Legatics overview

23 September 2025

1pm BST / 2pm CEST

This webinar provides a guided introduction to Legatics, covering the core features, navigation, and best practices for managing matters efficiently. Ideal for new users or those wanting a refresher, this session walks through key workflows, demonstrates how to collaborate with colleagues and counterparties, and highlights tips to help you get the most out of the platform.


Banking and Finance

25 September 2025

1pm BST / 2pm CEST

This webinar explores how to use Legatics to manage loan and financing transactions from start to finish. We’ll cover setting up deal structures, managing conditions precedent checklists, tracking progress, and collaborating seamlessly with internal teams and counterparties. Perfect for users working on financing matters who want to streamline deal execution and reduce administrative effort.


Corporate and M&A

30 September 2025

1pm BST / 2pm CEST

This webinar focuses on using Legatics to run corporate transactions more efficiently, from initial due diligence through to completion. We’ll walk through setting up and organising documents, tracking key milestones, and keeping stakeholders informed in real time. This session is ideal for those involved in share purchases, asset sales, or other corporate deals who want to improve organisation and reduce transaction friction.


General platform overview

7 October 2025

4pm BST / 11am CEST

This webinar provides a guided introduction to Legatics, covering the core features, navigation, and best practices for managing matters efficiently. Ideal for new users or those wanting a refresher, this session walks through key workflows, demonstrates how to collaborate with colleagues and counterparties, and highlights tips to help you get the most out of the platform.


Banking and Finance

9 October 2025

4pm BST / 11am CEST

This webinar explores how to use Legatics to manage loan and financing transactions from start to finish. We’ll cover setting up deal structures, managing conditions precedent checklists, tracking progress, and collaborating seamlessly with internal teams and counterparties. Perfect for users working on financing matters who want to streamline deal execution and reduce administrative effort.


Corporate and M&A

13 October 2025

4pm BST / 11am CEST

This webinar focuses on using Legatics to run corporate transactions more efficiently, from initial due diligence through to completion. We’ll walk through setting up and organising documents, tracking key milestones, and keeping stakeholders informed in real time. This session is ideal for those involved in share purchases, asset sales, or other corporate deals who want to improve organisation and reduce transaction friction.


Real Estate

14 October 2025

4pm BST / 11am CEST

This webinar demonstrates how Legatics can simplify and organise property transactions, whether for single properties or large portfolios. We’ll cover creating and managing completion checklists, tracking document status, and coordinating with multiple parties to meet deadlines. Suitable for users managing property deals who want greater visibility, control, and efficiency throughout the process.


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