Welcome to the nerve centre of your environment – the Administration System! This system is your go-to hub for extracting data, managing matters and users and controlling your environment.
This article sets out how the system structure, and how it's accessed.
Prerequisites: You need to be a System Admin to access the administration system.
Note: We give this role to specified people when your customer environment is created. After that, system admins can grant other Members this role.
We recommend reading this collection to understand the fundamentals of the platform
This section is designed to help you extract and leverage data through dashboards and reports. It empowers you to uncover insights that drive informed decisions and enhance project success.
Get a quick snapshot of how many matters have been created, and how many users have access to your environment.
Extract data insights from matters, lists in matters, users, and matter activity. It's not just information - it's actionable intelligence for informed decision-making.
This section helps system admins efficiently manage matters and users. It provides tools and guidance to oversee matter settings, control users, and maintain a secure, organized workspace for seamless collaboration.
Discover information about your matters, and take actions on them, all from one convenient location.
Discover information about users, and take actions on them, all from one convenient location
Setup and manage key data about your law firm, including office locations. This helps maintain accurate records and ensures firm-wide data is easily accessible for reference and management.
This section contains information about your account, configuring system settings, managing integrations, and customizing templates. It ensures a smooth onboarding process and helps you tailor the platform to meet your specific needs.
Understand more about your Legatics environment, including where your data is stored and your email domains.
Take control of global Legatics settings.
Seamlessly integrate your core tech stack - including SSO, iManage and DocuSign - so you can optimise Legatics for a cohesive user experience.
This section helps you create and manage templates to standardise processes, ensuring consistency and efficiency across matter.
Word templates: Help ensure every lawyer is seamlessly on-brand
List templates: Create, customise and publish your own templates so that they're starting from your best practice
Matter templates: Get lawyers started faster with pre-prepared matters
Good to know: List and matter template management isn't managed in the Admin System. It's managed from Legatics.
Audit trail: This provides a comprehensive record of every action performed by system administrators, ensuring that you have a clear and detailed account of all activities.
Email notifications: The Administration System sends you emails when certain events happen.
Roadmap: We've got a dedicated space for you to submit idea, see what's coming and learn what's been released. You can access it from the link above, or directly from the admin system.
Accessing the system
Log in to Legatics
Click on your profile in the top right corner
Press "Admin System" in the dropdown that appears
