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.
In this article
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
Go to the 'My matters' and click on 'Create matter'.
✋ You can return to your 'My matters' page by clicking on the logo in the top left corner.
Select the 'Demo' checkbox
Fill in the remaining details, including the matter name and number - compulsory fields are marked with an asterisk (*). Once you have done so, click '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 in setting up your demonstration matter or have any questions, please contact us at support@legatics.com.