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.
How's the system structured?
📊 Insights
Transform data into strategic and adoption intelligence
Get a quick snapshot of how many matters have been created, and how many users have access to your environment.
Our downloadable reports provide deep data insights into matters, lists in matters, users, and matter activity. It's not just information; it's actionable intelligence for informed decision-making.
💾 Manage
Take control over the data in Legatics
The "Matters" section is your go-to for managing your Legatics matters. Discover information about your matters, and take actions on them, all from one convenient location.
The "User" section is your go-to for managing who can access your data. Discover information about users, and take actions on them, all from one convenient location.
The "Firm" section is where you manage data about your firm. Currently, you can discover information about your offices, with more insights coming soon!
⚙️ Setup
Take control over your environment
Take control of your global Legatics settings.
Understand more about your Legatics environment, including where your data is stored and your email domains.
Seamlessly integrate SSO, iManage and DocuSign, optimizing Legatics for a cohesive user experience.
Deliver knowledge directly to users and stay on brand. With our:
Word templates you can ensure every lawyer is seamlessly on-brand
List templates, you can create, customise and publish your own templates so that they're starting from your best practice
List template management currently sits outside of the Administration System (in Legatics).
🔎 Other
The "Audit Trail" is your gateway to transparency and accountability within our administrative system. This feature is designed to provide a comprehensive record of every action performed by system administrators, ensuring that you have a clear and detailed account of all activities.
The Administration System sends you emails when certain events happen.
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.
What are the permissions in the system?
User roles in Legatics
Members | Users from your organisation who have Legatics accounts.
You can see more data about Members, and they can be granted permissions in your Legatics environment. |
Guests | Anyone who isn't a Member, and can access one or more of your matters. |
Members are defined by reference to your email domain. When you setup Legatics, you provide us with a list of email domains (eg @customer.com). Users self-register for accounts. When they do, we assign them to you as a Member if their email matches one of the email domains you provided.
You can see your list of setup email domain in the Accounts page
Permissions that can be granted to Members
System Admin | Anyone with this permission can access the Legatics Administration |
Template Admin | Anyone with this permission can amend your templates |
Create matter | By default, all members can create matters. This permission can't be revoked from a Member |
How do I access the system?
You need to be a System Administrator to access the Admin System
We grant this to a designated person when your environment is setup. From there, System Administrators control who else gets this permission
Log in to Legatics
Click on your name in the top right corner
Press "Admin System"
