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Setting up your Legatics environment
Setting up your Legatics environment

What we need to get you started on Legatics

Ryan Turner avatar
Written by Ryan Turner
Updated this week

Welcome to Legatics! 👋

We are super excited to help transform your legal transactions. This article sets out the information we need from you to get started.

⚠️ If you have multiple instances of Legatics, you'll need to confirm if the information below should apply to each instance (or if some of the information is different).


Information we need from you



Details about you


Email domains

This is used to define who are the "Members" in your organisation. You can provide us with multiple domains, so more people can be Members.

For example, everyone with the below domains will be able to be Members in your environment:

  • @lawfirmuk.com

  • @lawfirmnz.com

Your offices

Please list all of the offices in your organisation. This is used as a data point to track who is opening matters. Learn more here!


System Administrators


We need the email addresses of the people who should have access to the Legatics Administration System.


Word downloads


📃 Read this article to learn how to prepare your Word downloads

We need two Word (.docx) templates from you


Integrations


📃 Read this article to learn how about how to set-up your integrations


Optional “Consent required” checkbox


💡 To boost adoption, we recommend that this checkbox remains turned off.

  • You can add a checkbox in the matter opening pop-up, so that users confirm they've obtained the relevant consents.

  • This is checkbox cannot include custom text.

  • Contact support@legatics.com to enquire about this.


If you need further help, please email us at support@legatics.com.

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