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

Fixed a bug requiring iManage to sometimes be opened twice from Legatics for the file picker to function properly.

We’ve made important updates to the underlying technology that powers Legatics. These changes improve the platform’s speed, reliability, and security, ensuring it remains robust as we grow and evolve.

Behind the scenes, we've upgraded our framework, streamlined authentication, and enhanced logging capabilities to better support your experience and keep things running smoothly. While these updates are technical, they play a big role in making Legatics faster and more dependable for all users.

When a DocuSign envelope is created from Legatics, the signing order will automatically be enabled if "Enable signing order by default" is selected in your DocuSign settings.

Forget about keeping signed pages in a "signed files" folder and then merging them with documents on Adobe Acrobat. With our new Collate feature, you can effortlessly upload signed pages and collate them into your final document, all in just a few clicks. This new feature will simplify your wet-ink signature process!

Once you have your signed pages, seamlessly upload them into the platform. Our AI automatically detects the signature pages, allowing you to easily filter them with a simple toggle. From there, easily match the signed pages to the corresponding documents and signatories (or add them, if you didn’t already have them!).

Finally, once all signed pages are collected, collate them into the final document, annotate, reorder pages, and quickly export the collated file.

No more juggling messy folders, losing track of signed versions, or wasting time navigating between different softwares to insert pages. With everything done seamlessly within Legatics, you can manage your entire transaction in one place, with accuracy from start to finish.

For more details, watch our interactive demo.

Managing documents across platforms can be inefficient, time-consuming and even insecure, especially if files are downloaded to your local drive or shared over email.

With our new NetDocuments integration, transferring files from Legatics to NetDocuments (or vice versa) is easier than ever. Log into your NetDocuments account directly through Legatics and navigate your files with ease. Need to upload files from Legatics to NetDocuments? It’s a few clicks away. Want to export documents or lists back to NetDocuments? Done in no time.

For more details, watch our interactive demo.

The "My Matters" page has been redesigned with a cleaner, more intuitive interface. Now, at a glance, you can see key details like who is hosting the matter and when the last activity occurred.

You can now export your lists as an Excel spreadsheet! We’ve heard from you that Excel is often easier to work with, especially when dealing with a large number of columns, which can be cumbersome in Word or PDF.

You can now download all versions of a document when you export files to a zip (not just the latest version), making it easier to manage your documents.

You can now easily add hyperlinks in the free text and comment columns! Whether you're managing documents or directing colleagues to important resources, you can embed links directly. No more workarounds or losing track of important references.

Legatics now automatically saves your email messages sent to recipients in the Envelope History we generate, ensuring a clear and complete audit trail. If your message includes signing instructions, they’ll never get lost, making it easy to provide your clients with a full record of the instructions whenever needed.

The actions you took on rows and sections were previously found by hovering over the “checkbox” of the row. We've improved this by adding a dedicated call to action button, that when clicked, opens an updated context menu. Making it easier to find what actions you can take on sections and rows.

Previously, when downloading files, you would only see a "Saving" notification without any progress updates. And the file was saved to your default download folder only after it was fully downloaded.

Now, when you start a file download, you immediately choose where to save the file on your computer. You will see the download progress in the "Downloads" section of your browser. Plus, the download will continue even if you refresh the page!

Get started faster with matter templates. Instead of starting from scratch every time you create a matter, use pre-designed templates created by your firm that are tailored to specific use cases. This will make setting up new matters so much easier, enabling you to dive straight into your work and streamline your workflow from the get-go.

If you're a template admin, you can now ensure consistency across matters by creating matter templates. They provide a structured foundation for lawyers to kickstart their matters, with best practices aligned to your organisational standards. This consistency not only enhances efficiency when creating a matter but also mitigates the risk of errors or discrepancies. So it's a win, win!

In the past, users were only given suggestions on what to do next when setting up matters, which made the process challenging or prone to error.

With the new matter creation wizard, we’ve streamlined and simplified the process of creating matters on Legatics. You’ll be taken through the process in a step-by-step way, eliminating guesswork and setting you up for success.

To create a matter, start from scratch or use an existing matter template. Add roles and organisations directly when setting up your matter and define participant structure in your matter before inviting anyone to join.

Right now, importing data (Excel, Word, or legal text) into Legatics is quick and easy. But we’ve made it even quicker and easier for you! Streamlining the process, lists can now be created directly from an Excel, Word or legal text file - saving you time to focus on the things that matter.

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, you can select which of your iManage servers that you'd like to use.

Read this article to learn how to add multiple iManage servers.

We updated the “Overview” page title to “Dashboard” so it’s more reflective of what the page is used for.

We made a few small tweaks and optimisations, so you should find everything running a little bit faster.

We were lawyers once. And, as a legal process, the creation of signature packs has long been a laborious ritual. Opening each execution version, manually arranging signature pages into their own files – a tedious process that makes you question why you went to law school.

With our new signature packs feature, you can wave goodbye to the monotony

With our AI, identifying your signature pages takes seconds. Once identified, effortlessly assign parties and signatories to signature pages with a click. Concerned you've missed a signature page? No problem. Filter to just see the signature pages. Ready to go? Simply click a button and in seconds you've got perfectly formatted packs for every party and signatory.

No more painstaking rearrangements. No more late nights drowning in PDFs. No more errors. Embrace a new era in signature pack creation, where efficiency rebels against the mundane.

You may live in Word. But it's a relic of the past. You literally have to write out who is responsible for every item - a headache waiting to happen! Filtering? Not even on the table.

With our new responsibility column you can effortlessly assign participants in a click, utilize the power of filtering, and shift your focus from cumbersome data entry to the brilliance of your legal work.

In the legal world, time is your adversary. Deadlines are always approaching, and you can't go back in time (the laws of entropy make that tricky!). So the last thing you want is for those deadlines to be captured in a static Word document.

Enter our date column, challenging the very essence of static information. Everyone in your transaction can now see due dates in real time, with the added ability to swiftly filter to find impending actions. It's time to break free from the shackles of static data and make your deadlines align with the dynamic rhythm of your transactions.

Previously, users gained immediate access to the platform. This posed challenges for pre-setup tasks and ensuring an efficient matter opening

Now, with our revamped two-step user invitation process, when a user is added to a matter, they don’t get access until you invite them (unless you want to invite them instantly).

This improvement not only empowers you to maintain control over the timing of user access but also ensures a more deliberate and organized matter opening experience. We hope you enjoy it!

Now, you can seamlessly add multiple users to an organisation in one go. This streamlined process eliminates the need for tedious, one-by-one additions, allowing lawyers to focus on the legal nuances of their matters and boost overall collaboration and productivity.

Effortlessly invite a group with a single click! By streamlining the invitation process, you can save time, minimise oversights, and promote efficient collaboration within a user group.

Effortlessly invite all users with a single click! Your invitation process just got even more streamlined!

Is a user not logging in? Or did they miss the invite? Well, never fear. You can now push another invite to anyone who missed the initial invitation.

Previously, when you pushed a document to DocuSign, you appeared as the last person in the signing flow with the role "specify recipients". We did this to push the party data into the envelope, but this caused some issues for users (who had to remove themselves from the envelope) and customers (who needed to buy the feature from DocuSign).

Thankfully, these problems are a thing of the past! But, to resolve the problems, it does now mean that:

You will still be added as the final person in the signing flow (with a "Needs to sign" status).

In addition to Word, you can export lists as a PDF. So you've now got a universally accessible and visually consistent format for sharing and presenting your list.

Simply click "Version history" from the file menu and easily see the history of the document. Small but magical!

We used to show a small toaster if you're using an unsupported browser. We now show a page to users who visit with old or unsupported browsers, so they clearly understand that Legatics might not work as expected.

We may look like a spreadsheet, but we're much more sophisticated than that.

Sure, we've got rows, columns and cells. But unlike a spreadsheet, you can have different types of columns and apply lots of permissions to those columns. And you can group rows under sections and sub-sections. And you can have more than 1 person edit the list. Take that Excel

But, if lots of people do lots of moving at the same time, the system was struggling to track all of those movements. This would result in some rows being duplicated We've now improved how our back-end manages row and section ordering, so this issue shouldn't happen anymore!

Generally, the bar chart always summed to 100%. However, if you had lots of statuses, the rounding we used meant that the bar chart didn't always get to the 100% mark. That's now a thing of the past.

Matter admin rights can be granted to anyone in a matter. But if had admin rights, but you didn't belong to the customer hosting the matter, you couldn't use the import tools. Now you can!

Legatics has 40 out-of-the-box templates for every practice area. But our templates can only go so deep. That's why we're handing control over to you!

With list templates, a new role - Template Administrator - can create and manage legal knowledge in one centralised repository by:

Once your templates are published, your lawyers can quickly get started from them. And, to make this easier, we've dramatically improved the template selector and added searching and filtering.

Managing a huge list with folders of documents and need to export to iManage? This is now possible without any timeouts, thanks to some really significant technical improvement we implemented, called "subscriptions"!

Ever got a generic error on a software that doesn't help you troubleshoot?We have implemented a series of detailed error messages to help you troubleshoot without any further assistance.

Legatics now seamlessly integrates with iManage Work (both on-premise and cloud)! By connecting iManage with Legatics, you can

Our signing view was previously only visible if DocuSign was turned on. To enable the signing view to work with wet-ink documents, we needed to change that!

Now you always see the signing view, even if you don't have DocuSign turned on (and even if you do).

Say goodbye to manually tracking signing in a separate Word document! You can now manually change the status of documents and signatories! We've also implemented automatic actions for certain status changes, so you can work faster!

Previously, the signing view was only accessible to the Matter Administrator. So if you wanted someone to manage signing, but not any other part of your matter, you couldn't. Also, you couldn't easily let clients or other parties see signing progress (or check that parties/signatories were correct).

These problems are no more! From your list, you can now let other users view or edit the signing view for that list. This way, signing work can be delegated to juniors while Matter Admins retain ultimate control over the matter. And progress can be easily communicated (in a self-service way).

We used hover icons to display actions on files. There was no room to grow with these icons, so we've switched them out for a context menu. Hopefully it helps you visualise the actions better!

Previously, your demo and live matters were mixed together. Now, you easily distinguish between them. By keeping these separate, you can avoid confusion and ensure that you're focusing on the live matters that need to complete.

Previously, only a few of the fields in the "Create matter" window were mandatory. Now all of them are! (With the exception of "Other offices").

When you create a matter, there are three cards "stepping out" what you could do next. These cards looked exactly like our dashboard widgets, and confused users. So we've visually separated these steps cards to improve your experience.

Our "view as" feature helps you visually see how Legatics looks to someone else. But it wasn't always easy to know when you were in the mode! So we've added a bar at the top of your screen, to make this mode very clear!

Legatics 2 usage has surged recently, but increased activity slowed the system. Using this data, we identified and optimized database components to boost performance. Users should now experience faster speeds, even under heavy loads. We're committed to further improvements to ensure smooth, efficient performance.

The engineering team has been working on enhancing system performance. Through these improvements, we have not only reduced technical debt, but also created a more stable and reliable product. These updates also lay the foundation for future development, empowering us to build upon a stronger and more efficient codebase.

Legatics is packed with powerful features, including dashboards, 40+ templates, multiple lists, flexible columns, intuitive signing, legal text importing, and more! With this extensive functionality, the platform was starting to slow down. Recognizing the importance of speed, we've invested in key improvements to enhance performance. Legatics is now significantly faster across all areas, delivering a smoother and more efficient user experience.

Want to use Legatics, but hesitant about leaving behind your favourite Word checklists? Never fear! Now your Word checklists can come on your journey to transform legal transactions. Learn more about how this feature works here!

Are you a lawyer who uses Excel? (We know you exist, despite what people claim). No doubt you like the power that Excel offers. But, if you are like us, you're probably tired of its complexity, the inability to upload files, and the general fear others get when you send them an Excel file.

We have the answer for you. Our digital lists are built similar to Excel, but with features designed for the modern lawyer (like dedicated file and comments columns, and intuitive signing). Learn more about how this feature works here!

Do you reuse Word checklists across deals? We did when we were lawyers (and it was a great way to get started!). With this feature, you'll basically be able to do that, but in Legatics! Specifically, you can create a list based off one in a previous matter or the same matter. Read this help article to learn how to get started!

Maybe you have different DocuSign accounts for different regions. Maybe you also want to connect demo DocuSign accounts (for user testing) and your production account for live matters. Either way, all of this is now possible!

If you have standard signing instructions and want them seamlessly applied for your lawyers, this feature solves the problem! Provide your standard template wording, when lawyers create an envelope in Legatics, your standard wording is automatically applied, ensuring they don’t have to search for instructions and consistently use the correct language.

Navigating a long list just got simpler! Simply press on the "hamburger" icon in your list to see the structure of the sections in your list.

Since launching Legatics 2 in April 2022, we've been focused on strengthening its foundation while preparing for exciting future features. This version represents a major step in this journey with under-the-hood enhancements that improve performance and accelerate future development. While the changes may not be immediately visible, they’re an investment in making Legatics faster and more capable of delivering innovative features. Stay tuned - there’s much more to come!

When designing the DocuSign integration for Legatics, we reimagined how lawyers interact with digital signing tools. Through user feedback, we identified key challenges: DocuSign lacked the ability to specify legal entities signing documents, track signing progress by party and signatory, and easily view signing documents within lists.

With the new signing view and DocuSign integration, users can easily view all documents being signed in one place, assign parties and signatories, and seamlessly transfer documents to DocuSign.

The integration also provides real-time updates on signing progress by party and signatory, and enables users to download signed documents, including the certificate of completion and document history. This streamlined process eliminates previous frustrations, making the entire signing workflow smoother and more efficient for legal teams.

We're excited to announce the release of our Single Sign-On (SSO) feature! This enhancement allows users to log in seamlessly using their organization’s identity provider, streamlining access while improving security. SSO reduces the need for multiple passwords, ensuring a smoother, more secure experience for everyone. Enable it today to simplify user management and enhance efficiency!

We launched Legatics 2 with 12 template lists to get users started. These have been enhanced to include over 30 templates grouped by practice areas.

These lists are a big part of our vision to enable you to run more of your transaction in one place. So start saying goodbye to separate Excel files and Word trackers, and hello to managing your transaction in one place.

We have made significant changes to our architecture to dramatically improve performance and reliability of the platform. Everything from creating multiple lists, importing your documents, adding rows or columns to access permissions across Legatics, will be significantly quicker for a smoother experience.

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The first production version of Legatics was fast, and this version is even faster. For example, scrolling vertically and horizontally is now 2x faster. Overall, this means a better experience for users, and a better ability to manage even larger deals on Legatics!

The user experience is critical to us at Legatics. We want our platform to be simple for every lawyer to pick up, including trainees who still need to pick-up the law. So we made various improvements to further improve your experience. For example, we introduced a clear scroll bar in the list to make management and navigation of longer ones easier.

A number of bugs were fixed across permissions, audit trail, statuses, files, rows, columns, parties, downloads, filtering and view as another participant. Meaning Legatics should work even smoother.

We are also now notifying users if they are using a browser that isn't supported by Legatics (we support Chrome and the latest version of Microsoft Edge).

We continually source user feedback on Legatics. One thing we consistently heard was a need for flexibility and customisation. Users wanted to run more of their transaction in one place. To respond, we set about developing a new platform.
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With template lists to allow for more use cases, flexible columns for customisation and a simpler user interface - we are confident that this new platform satisfies this need. In short, it is simpler, faster and has more use cases than ever before.