This quick start guide will cover how to get started using Legatics as a Matter Admin. With this guide, Matter Admins can efficiently set up and manage matters in Legatics, streamlining workflows and enhancing collaboration. For more detailed instructions on any step, click the linked articles below.
To start managing your matter in Legatics, begin by understanding the platform’s core features and functionality. Our Legatics explained article provides an overview of the platform. If your workflow involves document management systems, learn how you'll be working with iManage or NetDocuments to keep everything organized in one place.
Once you're ready, create your matter.
Set up your matter
Before diving into list creation, it’s essential to first set up roles and organizations to ensure your matter structure is aligned with participants' responsibilities. Make sure to read this article to learn how the participant structure works.
Once roles and organizations are configured, you can begin creating lists tailored to your transaction needs. Use the configuring lists collection to understand how to customize columns, sections, and rows in your lists.
Once your matter is set up, it’s time to add, invite, and manage users. This ensures everyone involved in the transaction has access to the matter. When users are invited, they'll get an email notification with the details they need.
Tip: Before you invite users, you can check that permissions are set up by viewing the matter as they would see it
Lists in Legatics are dynamic, interactive tables designed to help you track, manage, and collaborate on essential transaction details. Unlike static spreadsheets, lists allow you to assign responsibilities, update statuses, and add comments directly within the platform.
Once your transaction has progressed, you can facilitate document execution using Legatics’ flexible signing options. The signing explained article provides a comprehensive overview of the signing process. For electronic signatures, explore the signing with DocuSign collection. For physical signatures, refer to the signing with wet ink collection to manage and track manually signed documents.
Once everything's signed, compile and organize your finalized documents into professional binders (aka closing sets, closing folder, bibles) for easy sharing. The binders collection guides you through creating, customizing, and downloading binders, ensuring your closing sets and document bundles are polished and presentation-ready.