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Restructuring and audit repository

Learn how to gather corporate records securely for review by restructuring advisers, auditors or regulators

A restructuring or audit repository brings corporate records together in one secure place for review by advisers, auditors or regulators.

The challenge

Restructurings and regulatory reviews are often highly confidential and move quickly. Records need to be shared with a tightly controlled group, and you may later need to show exactly who had access to what.

How Legatics helps

Strict control over access

Permissions at data room, folder and document level make sure only the right people see sensitive records.

Remember that matter access isn't enough

Being added to a matter doesn't give someone access to its data rooms. Each person must be given permission to the data room itself, adding an extra layer of protection.

A complete audit trail

Activity tracking shows who has viewed or downloaded documents, and a permissions report shows who has access to what.

Protect confidential material

Watermarks and print restrictions discourage documents from being shared further.

How different practice areas use it

Restructuring and insolvency

A restructuring team can bring together the financial and corporate records needed during a standstill period, sharing them only with the lenders and advisers who need to see them.

Financial services regulation

Supporting documents for an application to the Financial Conduct Authority can be collected and organised before submission.

Corporate

Information needed by auditors can be shared securely, without sending it by email.

Getting started

Explore the Data rooms collection on the knowledge base to create your first data room.

💬 If you need any further assistance, reach out to customer.success@legatics.com.

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