In this section, we provide you with some useful videos that can help you get started on Legatics.
It is a great and quick way to gain knowledge on how the platform works and how you could run your transactions easily.
In this article, you will find the following videos:
Legatics 2 - Overview
In this video, we demonstrate how to:
Create a new matter
Create roles/organisations
Manage the matter
Turn your checklist into a bible
Download your checklist
How to create a matter
💡 To find out more about creating a matter, view this article.
How to create a checklist and use a template
💡 To find out more about creating a checklist and using a template, view the below articles:
How to edit your checklist
💡 To find out more about editing a checklist, view this article.
How to create a bible
💡 To find out more about creating a bible or closing set, view this article.
DocuSign integration
💡 To find out more about our DocuSign integration, view this article.
M&A Use Case - Overview
If you have further questions, please get in touch with the team at support@legatics.com.