Managing fund matters is hard
Funds work is inherently complex. Law firms must coordinate large groups of investors, each with their own tailored terms, documents, and signing requirements. Teams spend huge amounts of time:
Circulating and tracking multiple versions of fund documents
Monitoring signature status across dozens of investors
Managing side letter terms and investor-specific packages
Chasing comments, approvals, and closing conditions
Preparing closing binders for each investor
Updating clients through constant emails and spreadsheets
Working across email threads and Word/Excel trackers makes version control difficult and slows down collaboration. Different investors often receive different versions, signatures are lost or delayed, and teams struggle to see a clear picture of progress - especially near closing.
Legatics makes managing funds easier
Legatics eliminates manual coordination by centralizing all investor documents, workflows, and signatures in one platform. Using permission controls, each investor can be given access only to their own materials, while fund managers and counsel can retain complete oversight. From formation to closing, teams can track progress in real time, automate binder creation, and ensure accurate version control. The entire structure can be templated - allowing for teams to copy closing checklists and trackers instantly and to scale with no additional manual work.
Turn complex fund workflows into structured, trackable checklists
With Legatics’ flexible lists and templates, you can quickly build trackable workflows for:
Fund formation
Closing checklists
Other trackers
Instead of managing separate spreadsheets for each investor, you can create a master tracker or permissioned investor-specific lists all from a repeatable template. This removes hours of setup work and ensures consistent processes across every matter.
Track investor progress with statuses and automated workflows
Use statuses, checkboxes, and task assignment to monitor what each LP has completed and what remains outstanding. Legatics gives you:
Real-time visibility across every investor
An automated, shareable dashboard with a clear progress bar
The ability to assign responsibilities to team members
Work in one place
No more switching between shared drives, emails, and spreadsheets. Legatics keeps all fund documents, signatures, comments, and updates in a single workspace:
Upload and version documents directly in the list, using integrations with iManage or NetDocuments to easily transfer documents into Legatics
Track comments and approvals in context
Coordinate with sponsors, investors, and internal teams without risk of lost emails
Provide fund managers with a live dashboard instead of manually drafted status report
Access to an audit trial tracking all undertaken actions as a single source of truth of all changes made throughout the matter
Everyone works from the same information, reducing risk and speeding up the fund launch.
Collect signatures and generate binders automatically
Legatics integrates with DocuSign and has a Wet Ink signing process to manage signatures across multiple documents and multiple LPs. You can:
Send signature envelopes for one or many investors
Track signature status automatically
Ensure investors receive only their correct signing package
Once closing is complete, Legatics automatically generates professional, branded binders for each investor or the full fund - saving hours of manual assembly.
How to manage funds matters in Legatics
Step 1: Create your fund workflow
Start by creating lists for the relevant workflows - fund formation, closing checklists, or other trackers. You can build these manually, use a pre-made template, import in an existing Word or Excel document, or clone a proven workflow from a previous matter.
Step 2: Organize your lists
Structure your lists into sections and rows, adding columns for:
Documents
Status
Target dates
Responsible team members
Internal notes
Approvals
Comments and other communication
This creates a single organized workspace for every investor, document, and task.
Step 3: Assign tasks, track progress, and upload files
Use checkboxes, statuses, and assignments to keep the team aligned. Upload all investor documents, comments, and signing materials directly to the relevant rows. Legatics updates progress in real time so everyone always know what’s complete and what needs attention.
Step 4: Share your progress
Export your lists into Word, Excel, or PDF to share with clients or stakeholders. These polished, branded outputs make reporting effortless - whether you're sending a snapshot to the fund manager or an update to your deal team. You can also use the dashboard feature to share bite-sized updates with external and internal collaborators.
Why Legatics is the better way to manage fund matters
Legatics replaces fragmented, manual fund administration with a structured, collaborative platform designed for multi-investor, multi-document workflows.
Save hours of manual work
Templates, automated trackers, and binder generation significantly reduce administrative effort.
Reduce version and coordination risk
Centralized documents and permissions ensure investors always receive the correct materials.
Improve visibility for fund managers and internal teams
Real-time dashboards eliminate the need for constant email updates.
Close faster, with fewer errors
Task tracking, signature monitoring, and automated checklists keep work on track and predictable.
Handle investor-specific terms with confidence
Side letters, tailored documents, and bespoke conditions can be tracked clearly and securely.
Streamlined preparation of closing binders
Legatics generates binders automatically, saving hours of manual work and reducing the risk of missing documents.
Deliver a smoother experience
Clear tasks, simple signing packages, and permissioned access help investors complete steps quickly with less friction.
By streamlining fund formation, investor closings, and secondary transactions, Legatics helps law firms run efficient, transparent, and consistent fund processes - reducing stress, improving accuracy, and creating a better experience for every stakeholder.