When a new matter is created, we send all Legatics Administrators an email notification - giving you real-time visibility over matter creation.
The email includes the following information entered by the user when they created the matter.
⚠️ Only the items listed with a * below are required when creating a matter. If the information is not entered on matter creation, then it will not be included in the email.
Name* | Matter name |
Number* | Matter number |
Description | Matter description |
Deal type | Matter type or practice area |
Lead partner | Lead partner working on the matter |
Lead office | Lead office working on the matter |
Other offices | Any other offices working on the matter |
Demo/live* | Whether the matter has been marked as demo or live |
✔️ To become a Legatics Administrator, an existing Legatics Administrator can add you as one.
⛔ If no-one is a Legatics Administrator, contact us at support@legatics.com.
If you need further assistance, please email us at support@legatics.com.