Legatics offers a comprehensive library of list templates designed to streamline your legal transactions. These templates serve as a way of understanding what Legatics can be used for, helping you get started from best practice - all while enabling you to expedite the setup process.
Prerequisites: To create lists in a matter, you must be a Matter Admin
Initiate list creation
Click on Create list located either on the top navigation bar or the dashboard
In the Create list pop-up, choose the Template option
Choose a template
You can start a template from two different sources.
Tip: Use the search bar and categories to find templates quickly
Your organization's templates
These templates are created by your firm’s Template Admin and are tailored to your organization’s specific workflows and practices. They often include more detailed content and structures, making them the best choice for quickly setting up lists that align with your firm’s standards.
Legatics templates
These templates are provided by Legatics to showcase the platform's capabilities and demonstrate what you can use Legatics for. While they offer a solid starting point, they typically contain less content and are more general in nature. These templates are ideal for exploring the possibilities of Legatics or for creating new workflows from scratch.
Configure list details
After selecting a template, a Create your list pop-up will appear. Here, you can:
Rename the list to suit the specific matter.
Set approval parameters for checkboxes.
Adjust list permissions as necessary.
Once configured, click Create to finalize the list creation.
Your list will be created and you'll be taken to it. You can then edit it however you want!