This quick start guide will cover how to get started using Legatics as a transaction participant.

The guide is designed to cover the key actions you may be required to take, however, depending on how the matter you are working on has been set up you may be able to access more or fewer features detailed below.

Legatics is an intuitive legal transaction management platform that simplifies and automates traditional legal processes.

Watch the video below to learn more:

Before logging in to Legatics, the organization running the transaction should invite you to work on the matter they have created.

You should receive this invitation via an email from no-reply@legatics.com.
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See the help articles below for information on how to:

Once you have created an account and logged in, you can edit your settings and notification preferences.

See the help article below to understand what the matter dashboard, the first screen you see when you access a matter, is:

A common action transaction participants will have to carry out is uploading documents. The help articles linked below explain how to upload and download documents:

Emails will notify participants when they need to take action on a matter. The help articles below explain how notifications work and how they can be customised:

The audit trail will show all the actions that have taken place in the matter which a participant has access to. It is a useful way to track when certain actions took place and by whom.