We know that rolling out new software can be tricky. There are lots of resources, in different locations, and it can be hard to align everything.
That's where this email can help!
We appreciate you'll need to tailor the email, but we hope this helps consolidate resources in one place!
Hi {user name}
We are rolling out Legatics, a collaborative transaction platform designed by lawyers to tackle the obstacles that slow down the progress of legal transactions. It increases deal efficiency, and, at the same time, improves your client and lawyer experience by enabling real-time collaboration and transforming administrative tasks in Word and email (such as managing document and task lists, signings and closing binders) into software-based processes.
Set out below is some helpful information about the platform!
What does it help you do?
Eliminate emails and calls with real-time collaboration on checklists and a dashboard
Effortlessly track tasks, document versions and signings using online checklists and a dashboard for each matter, allowing teams to collaborate seamlessly rather than using unwieldy Word tables and multiple emails, reducing time spent on status updates and calls by up to 50%
Close faster with more efficient signing and closing binder software-based processes
Remove heavily manual processes for extracting signature pages for wet-ink signatures (an estimated 70% time saving compared to the manual process) and streamline virtual signings by making execution versions directly available to signatories. Create and share final version bundles at the click of a button (an estimated 95% time saving)You, your team and clients can find information and documents quickly in one central platform and hone in on your personalised view of relevant tasks, statuses, due dates and responsibilities using advanced search and filtering - no need to search multiple repositories or use Ctrl-F to find your tasks in a Word table
Unlike a Word checklist, Legatics has features designed for lawyers, like:
By managing your transaction in Legatics, you can finally manage everything in one place.
Next steps
[Next steps will differ from customer-to-customer. Our engagement team is available to help you plan your roll-out]
Resources
Log in URL | [app.legatics.com} / [au.app.legatics.com] / [usa.legatics.app] |
Getting started | These articles will help you get underway quickly! |
Understanding Legatics | These PDF documents will help you, and clients, understand the benefits of Legatics.
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Legatics has detailed help articles that explain how to use the platform.
These resources are also available in-platform by pressing "Help" in the top right corner. | |
Legatics is constantly releasing new features. You can find out what's coming from this link, and also submit new ideas for features!
This resource is also available in-platform by pressing "Request feature". | |
The Legatics team have lots of helpful videos explaining how the platform works, and how it can benefit you. |