Rolling out new software can be challenging, with resources scattered across various locations, making alignment difficult. This email template is designed to consolidate essential information about Legatics, aiding in its seamless introduction to your team. Customize the content to align with your organization's specific needs and communication style.
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)
Find information and documents quickly in one central platform
You and your clients can 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
Why is it better than Word?
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
Note: Next steps will differ from customer-to-customer. Our engagement team is available to help you plan your roll-out
Resources
Log in | This differs depending on customer. You'll need to insert this. |
Getting started | These articles will help you get underway quickly! |
Understanding Legatics | These web pages will help you, and clients, understand the benefits of Legatics. |
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! | |
The Legatics team have lots of helpful videos explaining how the platform works, and how it can benefit you. |