This page contains a comprehensive history of all updates, improvements, and bug fixes for the Administration System. Stay up-to-date with the latest enhancements and review past changes to understand how the system has evolved over time.

Our list module currently uses two Word templates (portrait and landscape) to control the look and feel of Word and PDF exports and indexes in zip files. But when our revamped binders are released later this year, these templates won’t be used to make the binder index.

Instead, binder indexes will be produced using standalone Word templates. We’re giving you the tools to upload and manage these templates now, so your users have picture-perfect indexes on day one.

Binder Word templates work slightly differently to list Word templates. The key differences are:

We recommend setting up your templates early so everything’s ready to go when revamped binders launch. To help you get started, we’ve created a clickable guided tour and a step-by-step help article to walk you through setup.

We’ve completely redesigned the admin dashboard to give you clearer, more actionable insights at a glance. What was once a set of simple summary cards is now a dynamic hub with live charts, feeds of critical data, and top-level stats.

Track trends over time, see recent activity, and drill into key metrics across matters, users, offices, and companies - all in one place. Whether you’re monitoring growth or identifying bottlenecks, the new dashboard helps you make decisions faster and with more confidence.

We’ve heard your feedback - finding specific matters or users without search or filters has been a challenge. Our encryption approach is designed to keep your data secure, but that also means we can’t enable search across all fields.

The good news: we can support search, sort, and filter for IDs, dates, and counts without changing our encryption model. Here’s what’s new:

Matters table

Users table

These enhancements mean you no longer need to export reports just to do basic searching, sorting, or filtering - making it easier to find what you need, faster and with greater confidence.

We’ve introduced a dedicated admin management page to help System Admins easily view and manage all types of admins across your environment - System Admins, Template Admins, and Matter Admins. No more exporting CSVs to track down permissions, or wading through the users table.

With this update, System Admins can add or remove System and Template Admins quickly, and easily identify and deactivate Matter Admins. It’s a faster, more reliable way to oversee admin roles and improve governance - all from one place.

You can now automatically move inactive matters to the bin after a configurable period of inactivity. Matter Admins are notified by email one week before a matter is binned, giving them time to review or take action. You can also add custom text to this email, and copy in recipients from your organization.

This helps you stay on top of inactive matters, reduces manual clean-up, and supports compliance with data retention policies - all without the need for external tools or manual effort.

We’ve added the following data points to reports to expand your data reporting.

To reflect the new matter status feature, we’ve added and changed the following fields.

We had the value user_member_permissions in the CSV. This put all three admin types into one cell, which was hard to analyse and read. We’ve removed this field and separated it into three fields:

Bug Fixes

Our vision is to deliver you strategic insights into your matters. And what’s more important than who is in your matters? However, the free-text organisations and roles fields make this a challenge. That’s where company management comes in.

You can now create a company, assign it domains (eg goldmansachs.com) and instantly see:

This data is available directly from your reports, allowing smarter, client-specific reporting today and valuable strategic insights for the future. You’ll be able to answer questions like:

In the future, we’ll expand this feature to have users specify the company in the matter, and who they’re acting for - giving you the market intelligence needed to track relationships, identify opportunities, and monitor competitive dynamics.

We know capturing your Members attention isn’t always easy. With the new announcement banner, you can effortlessly share information with your Members to inform them of downtime updates, highlight key features, provide useful resources and more! When your banner is on, it will appear on the ‘My Matters’ page, ensuring important messages reach your users effectively.

We know innovation teams are always looking to drive tech adoption, and a key metric you track is office penetration rates. Now that users can assign themselves an office, you can see the number of active users in each office.

And, to help keep this data up-to-date, admins can assign offices to users. Once assigned, user office data is available in the user and activity reports, giving you clearer insights into regional adoption and activity.

We’ve added the following data points to reports to expand your data reporting.

By default, Legatics manages the keys that encrypt your data. With BYOK, you manage the encryption keys used to protect your data, giving you more control and oversight of when and how these keys are used.

That means BYOK offers additional control and flexibility. This level of control can be especially valuable for organizations with strict internal security policies or regulatory requirements.

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.

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.

Previously, when a matter got deleted, it was permanently deleted. We've changed this approach. Now its:

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 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!

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!

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.

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:

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!)

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!

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.
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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.
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Welcome to a new era of administrating Legatics. We hope you enjoy it.

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.

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:

Finally, we’ve moved all the extracts into one convenient location.

We've significantly improved this page so that you:

We've also added a number of new actions to matters, so that you can:

We've significantly improved this page so that you:

We've also added a number of new actions to users, so that you can:

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.

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.
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The audit trail is only downloadable as a CSV file. We don’t display the logs in the Administration System yet.

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.

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!

We added some additional datapoints about your matters and users, specificallyL

Our vision for Legatics 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).

The matters table provides you, at a glance, with all the data you need to understand usage.

The users table provides you, at a glance, with all the data you need to understand who has access to your data.