Lists are the core of Legatics. Think of them like Word or Excel checklists but with features designed for lawyers.
With our extensive library of list templates, you can create lists to track and manage everything – from inception to closing – in Legatics.
Then, once created, you have full flexibility to amend your list for your needs. Learn more!
Create lists from a template
The following steps will show you how to create a list from a template.
Open the matter you wish to create a templated list from.
Select "Create list" from either the top bar or the main screen.
From the "Create list" window, select "Template".
Now you are able to choose from the following options:
Templates created by your firm
Your firm templates will be visible only if your organization's Template Admin has created any
Your firm's name and logo will be displayed where you see "Law firm name" in the screenshot
Templates created by Legatics
Searching has been simplified and you can easily find a template via the search bar at the top of the page with the added ability to filter by tags.
Once you have found the template you wish to use, simply click on it and the "Create your list" pop-up will appear where you can rename your list, and set approval for checkboxes and permissions. Click on "Create" to finalize the creation. The example below shows a document list.
7. The new list will now appear in your matter.
Related articles
To learn more about adding to your lists, have a look at the pages below:
If you have any further questions about sections or anything else, please email us at support@legatics.com.