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've made some improvements to declutter the view. We've added some more spacing between elements, removed the document border, and improved the indents.