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Getting started videos

Learn about the platform in your Legatics environment

Legatics Support avatar
Written by Legatics Support
Updated over a week ago

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

πŸ’‘ To find out more about creating a matter, view this article.


How to manage participants

πŸ’‘To find out more about managing particpants, view this article.


How to create a checklist from a Word table

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


How to edit your checklist

πŸ’‘ To find out more about editing a checklist, view this article.


How to work in a checklist

πŸ’‘ To find out more about working in a list, view these articles.


How to create a binder

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


DocuSign integration

πŸ’‘ 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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