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Renaming lists

Learn how to rename a list to keep your matter organized and up-to-date

Updated over a week ago

As your matter progresses, you may need to update your list names to reflect new information or changes. Renaming a list in Legatics is straightforward.

Prerequisites: You need to be a Matter Admin


From the dashboard

  1. Navigate to the Dashboard and locate the list you want to rename

  2. Click the pencil icon labelled Rename list

  3. Enter the new name and press Enter to save the change or click outside


Within the list

  1. Open the list you want to rename

  2. Click the cog icon at the top right of the list to access the list settings

  3. Modify the list name in the pop-up

  4. Click Save to apply the update

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