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Getting started videos

Learn about the platform in your Legatics environment

In this section, you'll find a collection of helpful videos designed to get you started with Legatics. These videos provide a quick and efficient way to understand the platform's functionality and simplify your transaction processes.

Dive in to learn how to navigate and utilize Legatics effectively, ensuring a smooth and productive experience!


In this article, you will find the following videos:


How to create a matter

💡 To find out more about creating a matter, view this article.


How to manage participants

💡To find out more about managing particpants, view this article.


How to create a checklist from a Word table

💡 To find out more about creating a checklist and using templates, view the below articles:


How to edit your checklist

💡 To find out more about editing a checklist, view this article.


How to work in a checklist

💡 To find out more about working in a list, view these articles.


How to create a binder

💡 To find out more about creating a binder or closing set, view this article.


DocuSign integration

💡 To find out more about our DocuSign integration, view this article.


Related articles


If you have further questions, please get in touch with the team at support@legatics.com.

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