Demo matters help you test Legatics in a safe place. They are great for learning how the platform works or showing its potential to your colleagues and clients.
Restrictions in demo matters
Demo matters are very similar to live matters. But there are some restrictions/differences, which are important to keep in mind.
Restriction | Explanation |
Can't become live matters | If you create a demo matter, you can't make it a live matter later.
Generally, we always recommend having a low-fidelity demo matter. This is great for showing clients the value of Legatics, without spending lots of time on the details. |
"Demo" must be in the name | Every demo matter needs "Demo" in the matter name. You won't be able to create a demo matter without including demo in the name |
DocuSign developer accounts only appear in demo matters | Legatics supports multiple DocuSign accounts.
But developer (or demo) DocuSign accounts only appear in demo matters. Learn about the difference between production and developer accounts here. |
How to open a demo matter
Click on the 'My matters' tab and select 'Create matter'.
✋ You can return to your 'My matters' page by clicking on the logo in the top left corner.
Select 'Demo' from the options.
Decide whether you would like to build your new matter from scratch or use one of your templates. For more information about the 'Matter template' option visit this support article.
Fill in the remaining details, including the matter name and number - compulsory fields are marked with an asterisk (*). Once you have done so, click 'Next step'.
Add more roles and organizations then click 'Next step'.
Decide if you would like to turn on notifications for the matter. To enable notifications tick the checkbox and then press 'Create matter'.
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Now you have opened a demo matter, you can then go ahead and try some of the actions below:
💡 For more information on how to create a matter, please visit this support article.
If you would like any assistance please contact us at support@legatics.com.