For information on what's coming, or submit a new idea, check out our portal.
🕐 2024
30 October 2024
New "Source ID" field in matters report
We've added a new field called "source_id". This is a unique field that's expected to be empty for now. It's a preparation field for some future work on moving matters between instances.
25 September 2024
Our iManage integration supports both Cloud iManage and iManage Work (hosted on the cloud or on-premises). We've now added support for subdomains on Cloud iManage (eg companyname.cloudimanage.com).
Previously, you could only test a Word template after you saved it. We heard how this was sub-optimal - if there was an error then users would see it in their downloads. So you would have to do your changes late at night.
Say goodbye to those late nights! You can now, prior to saving the template, download an example (using pre-configured dummy data) before users see the changes. Perfect for those who like to double-check before finalizing their documents!
Need to get the underlying Word template? No problem, you can now download this directly for edits or reuse - making it easier than ever to adjust and repurpose templates on the fly.
💪 Other improvements
Unlimited Cloud iManage connections: We had a restriction that only let you add one Cloud iManage server. That impacted customers who had a staging Cloud iManage server. So we removed this restriction.
Copy matter ID: From the matters table, you can now copy the matter ID of the matter. The matter ID is a unique identifier for every matter, and really helpful if you need support on a matter.
Browser tab titles: To help you easily identify what page you're on in the admin system.
Browser favicon change: To help you easily check that you're in the admin system, we changed the favicon to yellow for the admin system so it's different from Legatics itself.
16 July 2024
🖱️Click on the image below to take a tour of the new features
Previously, when a matter got deleted, it was permanently deleted. We've changed this approach. Now its:
Delete matter: User or system admin deletes matter.
Matter moves to bin: The matter appears in the new "Bin" tab of matters.
Email notification: We send an email notification to all system admins notifying them about the deletion.
60 days to restore: System Admins have 60 days to restore the matter.
Permanent deletion: If the matter isn't restored before the 60 days, Legatics will:
Permanently delete the matter (except for limited metadata, which is used to power the data in the "Deleted" tab and your matters report)
Move the matter to the "Deleted" tab of matters
We've always set up and managed these for you. You're now in control! This page helps you manage your offices, and rapidly see insights into how many matters they are leading and supporting on.
🌍 We've added the location of an office.
This is a fixed drop-down of all locations from ISO 3166.
⚡You need to assign locations to offices
It won't take more than a few minutes!
📀 You'll get more data when you do!
Our matters report returns the name and alpha-2 code (eg GB) of each offices assigned to matters. This will help you create beautiful geo-spatial maps in data visualization tools like PowerBi!
We've always set up and managed these for you. You're now in full control! You can really make these templates stunning, so get started today!
💪 Other improvements
Search for users by email: It's now even easier to find users and assign them roles.
Infinite scroll on users tables: Pagination say goodbye! Keep scrolling to see all users.
Accounts details: We get frequent requests from customers to understand where their data is located, and other information about their environment. This information is now available from one central place!
Logo: We apply your logo in certain places in the platform (eg your templates). We used to set this up for you, now it's in your control (from the account page)
Settings: We've always controlled these for you. You're now in control! Currently, the only control is the "consent required" checkbox. If you want more control, let us know!
Resources: We've consolidated all our resources into one helpful page. All the information you need to succeed is at your fingertips!
Design improvement to restricting integrations: Do you restrict integrations to specific users? If you do, then previously every user appeared in a small box. We've changed this, so every user appears on their own line.
🐞 Bugs squashed
Uninvited admins: If someone was added (but not invited) to the matter as a Matter Admin, then as System Admin you couldn't grant them access to the matter. That's now fixed. When you add a Matter Admin to a matter, we always trigger the invite.
20 May 2024
👀 Understand how your Members are logging in
We added a new column at the end of the CSV Users Report. This column identifies the log-in method for you Members (SSO or password). This information doesn't show for Guests.
So, if you don't have SSO on for everyone, this is a great way to quickly identify who is / isn't using SSO!
15 May 2024
🗃️ Support for multiple iManage instances
You can now connect multiple iManage accounts to Legatics for an even more seamless integration with your DMS. When transferring documents between Legatics and iManage, your users can select which of your iManage servers that you'd like to use.
Read this article to learn how to add multiple iManage servers.
29 April 2024
🐞 Bugs squashed
Deleted matters now appear in the deleted table as soon as you delete them, instead of only appearing after page refresh
Our success toaster now always shows when deleting a matter
Remove an extra "matter viewed" log that would show after you deleted a matter
17 April 2024
You can now manage your integrations effortlessly. No more asking for us to setup and change your integrations. Now, with just a few clicks, you can configure, monitor, and optimize your integrations directly from the admin system. Specifically you can:
Add as many Docusign accounts as you want
Restrict those accounts to certain Members
Update the accounts at any time
Set the email templates to use for your accounts
Delete old Docusign accounts
Add an iManage server
Remove an iManage server
Edit the server details
Restrict the integration to certain Members
Add your SSO integration
Update your SSO details (helpful if your certificate is expiring)
Restrict the integration to certain Members
🐞 Bugs squashed with reports
We fixed a few bugs on our reports, specifically:
The activity report sometimes didn't give you all view logs. Now it does!
The number of matters viewable in the users report was sometimes different to what was displayed in the user table
The matters report sometimes displayed the number of matters that guests have created
1 March 2024
🐞 Bug squashed! All users can be found in table
We fixed a pesky bug where users sometimes couldn't be found in the user tables (this was due to pagination, so nothing serious to worry about!)
27 February 2024
🐞 Bug squashed! All members can be found when adding matter admins
We've fixed the bug that was hiding some of your members when you tried to add them as a matter admin. Now, they're all right where you need them. Enjoy hassle-free admin tasks!
14 February 2024
✨ Brand new administration system
This article explains how to access the system
Legatics already has an Administration System, which provides information about your matters and users. Since its launch in April 2022, we’ve heard requests for more data and more control over matters and users.
Our new administration system is designed to answers these requests! This isn't just a cosmetic upgrade, it's a strategic enhancement crafted to simplify your administrative experience and provide you with the features you need to manage Legatics.
Welcome to a new era of administrating Legatics. We hope you enjoy it.
📊 Dashboard
You can now, in a single glance, get an understanding of how many matters and users you have on Legatics.
Overwhelmingly, customer demand has been focused on extracting data. To get these data extracts to you as quickly as possible, we’ve only included a simple dashboard in this version. We will expand this in the future.
📃 Reports
We currently have a “Matters” and “Users” report. We’ve kept these reports, significantly expanded the datapoints available (25 extra data points for matters, 11 extra data points for users) and added the ability to download the reports in JSON (in addition to CSV, which already exists).
We’ve also added two new reports (downloadable in CSV and JSON), being:
Lists report - a JSON extract of certain data in a list
Activity report - a JSON or CSV extract logging every time someone viewed one of your matters
Finally, we’ve moved all the extracts into one convenient location.
📦 Matters
We've significantly improved this page so that you:
Separate tables: Get separate tables for “Live matters”, “Demo matters” and “Deleted matters”
Extra datapoints: Have more information to understand your matters, including the number of documents and lists in the matter
Decide what data to see: Can decide what data you want to view in your table
We've also added a number of new actions to matters, so that you can:
Add matter admins to your matters
View matters to check up on them
Delete matters to keep your environment tidy
👱 Users
We've significantly improved this page so that you:
Separate tables: Get separate tables for “Members", “Guests”, “Deactivated" and "Unassigned" users
Extra datapoints: Have more information to understand users, including the number of matters they've created
We've also added a number of new actions to users, so that you can:
Deactivate: stop anyone from accessing your data, at anytime
Assign permissions: easier assign permissions to one of your members
Manage unassigned members: who were created before your environment was set-up
♻️ Retention of data when matter is deleted
Previously, when a matter was deleted, all data about the matter was deleted. We’ve changed this. Now, when a matter is deleted, limited metadata is retained about the matter (being all the data in your “Matters” report). This enables us to provide you with a historical record of all matters created in Legatics, and ensures core data is retained for your analytics.
🔎 Audit trail
We've added an extensive audit trail to the Administration System. This records all of the actions a System Administrator takes in the system. This ensures that any actions (like viewing a matter, adding a Matter Admin, or deleting a matter) are logged and can be interrogated at any time.
The audit trail is only downloadable as a CSV file. We don’t display the logs in the Administration System yet.
🕐 2022
December 2022
✉️ Email notifications for new matters
We know that you need to keep on-top of new matters. That's why every System Administrator now receives an email notification when a new matter is created.
📤 Export data
All of the data about your Matters and User can now be downloaded into a CSV file! We hope that this helps you visualise how Legatics is growing at your company, and where the power users are!
💽 More datapoints
We added some additional datapoints about your matters and users, specificallyL
Last activity (matters): The last date when any user viewed the matter or performed an action in the matter. This should help you identify what matters are in constant use!
Last active (users): The last date when your users had an active session on Legatics (ie the last time they were in the application)
April 2022
Our vision for Legatics 2 is to allow you to self-serve your data needs. That’s why we have built the Legatics Administration System. It enables you to see lots of data on your matters and users).
📦 Matters
The matters table provides you, at a glance, with all the data you need to understand usage.
👱 Users
The users table provides you, at a glance, with all the data you need to understand who has access to your data.