This quick start guide will cover how to get started using Legatics as a matter administrator.

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.

Watch the video below for a quick overview.

Whoever is assigned matter administrator rights can add other roles, organizations and users to a matter, can add lists and is also able to view the matter from the perspective of all other participants involved in a matter.

See this help article for more information on what matter administrators can do.

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.

With just a few clicks, you can create your checklists into Legatics from existing Word, Excel, or legal text documents.

You can also create lists with either our import text tool or use one of the Legatics list templates available.

Lists have several different features including:

You can also apply list permissions to control how different matter participants interact with a list.

Created a list by accident or just to test something out? You can easily choose to delete the list.

Once you have created your matter and set up the necessary list or lists, you can start to invite other participants to work on the matter.

The articles below explain the three levels of participant Legatics has and how to add individual organizations and users:

You can share the help article below with any transaction participants who have not used Legatics before:

Documents that have been uploaded to Legatics can then be signed via DocuSign.

The help articles in the Signing documents section cover how to do so.

Once a transaction or matter has been completed, you may choose to export the data from Legatics and delete the matter. The help article below explains how to do so: