Effectively managing your organization's deal types in Legatics provides valuable insights into transaction activities and adoption trends. This guide outlines the steps to add, edit, and delete deal types, as well as how to utilize deal types for comprehensive reporting.
Tip: Matter creators must select a deal type when creating a matter. This list is what they select from!
Deal types page
The deal types page lists all the deal types you've added to your environment. It lets you take actions on deal types and understand how many matters with those deal types have been created.
Tip: More detailed information about matters is available in the Matters Report.
Getting to the deal types page
Log into Legatics
Click on your profile in the top right of the page
Select Admin System
From the left sidebar, press Firm > Deal types
Data available
The following data is visible in the deal types page
Note: Deal types are by default sorted:
A–Z by category
A>Z by deal type
Field | Description |
Category | The category the deal type is grouped under |
Deal type | The name of the deal type |
Matters | Number of matters that use this deal type. |
Managing categories
Categories helps you organize related deal types into logical groups, making it easier to keep your data structured and consistent. By grouping similar categories together, you can simplify setup, improve reporting accuracy, and make it easier for users to select the right deal type when creating a matter.
Add category
Click + Category at the top right of the screen
Enter a name for the category
Click Add
The category will be added, and the deal types page will update to reflect A–Z order.
Rename category
Click the ⋮ menu next to the category you want to rename
Select Rename in the drop-down
Change the name of the category in the pop-up that appears
Press Save
The category will be renamed, and the deal types page will update to reflect A–Z order.
Delete category
Good to know: You can't delete a category until all deal types inside it have been moved to another category or deleted
Click the ⋮ menu next to the category you want to rename
Select Delete in the drop-down
The category will be deleted, and the deal types page will update to reflect A–Z order.
Managing deal types
Deal types define the specific kinds of matters your organisation handles and are grouped within categories for better organisation. Each category can contain multiple deal types, helping you structure your data in a way that mirrors your real-world processes. This nested setup makes it easier for users to find and select the correct deal type when creating a matter.
Add deal type
Click the ⋮ menu next to the category you want to add a deal type to
Select Add deal type
Enter the deal type name
Click Add deal type
Tip: Check the box Add another deal type to add multiple deal types at once
Rename deal type
Click the ⋮ menu next to the deal type you want to update
Click Edit
Enter a new name
Click Save
Change deal type category
Click the ⋮ menu next to the deal type you want to update
Click Edit
Update the category
Click Save
Merge deal type
If you have duplicate or similar deal types, you can merge them. To do this:
Click the ⋮ menu next to the deal type you want to remove
Select Merge
Choose the deal type you want to merge into
Press Merge to start the merge process
All matters assigned to the merged deal type will automatically update to reflect the deal type it was merged into.
Delete deal type
Click the ⋮ menu next to the deal type you want to remove
Select Delete
Select a deal type to assign matters with this deal type to
Press Delete to confirm deletion
Warning: Once deleted, a deal type can't be recovered.