During 2021, selected users have been testing the Legatics 2 platform. Feedback from our testers has been fantastic (the extra flexibility and customisation has been well received).

We have also been busy building a number of fantastic features. With these features now built, we are delighted to announce that - with version 2.4 - all of our users can now take advantage of the flexibility in the Legatics 2 platform.

This article sets out all of the features included in version 2.4 (there are quite a few!).

To learn about the features released in previous versions of the Legatics 2 platform, please see our Product Releases collection.

Your users can now seamlessly access Legatics through your existing identity provider/SSO solution, such as Azure Active Directory, Okta, OneLogin and more.

Read our article Enforce SAML single sign-on to learn more about how:

Legatics now requires all users (unless they are logging in using SSO) to confirm their account by entering a 6 digit code sent to their registered email address.

This verifies the user's access to their email account and prevents access by someone who no longer belongs to the organisation (if their access is not proactively removed).

When building the DocuSign integration for Legatics 2, we looked to reimagine how lawyers use and interact with DocuSign.

Specifically, we talked to users and discovered that DocuSign isn't optimised for them. You can't specify the legal entity signing the document, and it is difficult to see signing progress by party and signatory. Users also mentioned that they wanted a way to easily see just the documents being signed in their lists.

Our new signing view, together with our DocuSign integration, looks to solve these problems. With this new feature, you can:

To learn more about how to:

We launched Legatics 2 with 12 template lists to get users started. These have been enhanced to include over 30 templates grouped by practice areas.

These lists are a big part of our vision to enable you to run more of your transaction in one place. So start saying goodbye to separate Excel files and Word trackers, and hello to managing your transaction in one place.

Remember, you can have as many lists as you need, and each template can be completely customised after you create it.

Our vision for Legatics 2 is to allow you to self-serve your data needs. That’s why we have built the Legatics Administration System. It enables you to see lots of data on your matters (as set out below).

Please contact your engagement representative to get this set-up.

We will be progressively adding new data points and features to the Legatics Administration System in further releases, so let us know what you want to see!

We have developed an Australian instance of Legatics 2, which further enhances the data hosting locations available to our customers (to meet their data residency requirements).

This means that the regions we currently support are:

If you are interested in additional data hosting locations, please contact us at support@legatics.com.

"Parties" was a term used in Legatics to refer to a group of users (eg "Buyer"). You could give a party a "Name" and also a "Legal entity name" (eg Buyer - Buyer SPV Limited).

We heard feedback from users that this approach didn't always work. Specifically:

To solve this, we have made a new distinction between "parties" and "organisations". In effect:

This change will enable us to (in the future) report accurate data to customers on:

Previously, Word downloads included a "Parties" key. This was a table setting out a list of every organisation (formerly "Party") added to the matter.

We heard feedback from users that this was causing them issues. Specifically, they didn't want other participants in the matter to know about the existence of every organisation added to the matter.

We looked into ways to solve this, but the technical fixes proved to be complex. So, to ensure the confidentiality of your transactions, we have removed the parties key from the Word download (for now). We will look to bring this back in a future release in an improved way.

The invitation emails that users receive have been improved! New users added to a matter will now always get one of two invitations. If they:

We have also improved the design of the emails, so that they better specify the name of the matter and the organisation who invited them to the matter. Check it out below!

Your favourite feature is back! PDFs now open directly in your browser (instead of downloading to your computer - which you can still do after it has opened in your browser).

Simply click on the icon for any PDF file to open the file in seconds.

Now, when you download a file you will see a spinning icon to show you that the download is in progress.

When you download a zip folder, you will see a notification that the download is in progress.

We take security of your data very seriously. We are always making changes to enhance security, and this release was no exception.

For security reasons, we won't say what they were. But you can always consult our Security Whitepaper to understand more about our security.

Words matter in law. And they matter in software.

We are always trying to improve our text copy to make Legatics more intuitive for users. Some (of the many) changes we made to improve your experience were:

We are always looking to make Legatics more reliable, which is why we eliminated a number of key bugs in the platform this release. Key bugs fixed were: