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Learn what's new!

Ryan Turner avatar
Written by Ryan Turner
Updated over a week ago

15 May 2024 | v2.10

๐Ÿงฉ Matter templates

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!

๐Ÿง™โ€โ™‚๏ธ Matter creation wizard

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, weโ€™ve streamlined and simplified the process of creating matters on Legatics. Youโ€™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 weโ€™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.

โœจ Small improvements

We updated the โ€œOverviewโ€ page title to โ€œDashboardโ€ so itโ€™s more reflective of what the page is used for.

๐Ÿž Bug fixes

  • Fixed an issue where status workflows are linked across lists. Now, workflows work independently and changes made to a status in one list, won't affect it in another.

  • Fixed an issue where having more than 26 files in a cell caused strange file numbering when you exported files to a zip file. We now continue the numbering system (eg 001AA).

  • Fixed an issue where files and comments belonging to a deleted user could not be viewed. Users (with the right permissions) are now still able to view this data.

14 February 2024 | v2.9

๐Ÿž Bug fixes

  • Fixed an issue where 2 "title" columns could be created. Now only one can!

  • Word and Excel data was importing at the top of the list. It now imports to the bottom.

  • Sometimes if your cookies expired, you got a strange warning message. Now you don't.

๐Ÿš… Performance improvements

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

24 January 2024 | v2.8

๐Ÿ“ Signature packs

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 โ€“ 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 ๐Ÿ‘‹

With our ๐Ÿง  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.

๐Ÿ™‹โ€โ™€๏ธ Responsibility column

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.

โฒ๏ธ Date column

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.

โœ‰๏ธ Two-step user invitation

Previously, users gained immediate access to the platform. This posed challenges for pre-setup tasks and ensuring an efficient matter opening ๐Ÿค•

Now, with our revamped two-step user invitation process, when a user is added to a matter, they donโ€™t get access until you invite them (unless you want to invite them instantly) ๐Ÿ™

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!

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ User management improvements

Bulk add users

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.

Invite all users in an organisation

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.

Invite all users

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

Resend invites

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.

โœ’๏ธ DocuSign integration - removal of specify recipients

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 can't push documents to DocuSign when a party doesn't have signatories

  • Your party data is still pushed to your envelope (into the "role" field) but now can't be edited.

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

๐ŸŽจ User experience improvements

Export list as PDF

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.

Quickly access document versions

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

Unsupported browser screen

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.

Tidy ups of the signing view

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.

๐Ÿž Bug fixes

  • Sometimes you got a 500 error when downloading zip files with a Word index

  • When uploading files from iManage, files sometimes didn't display until you reloaded

  • Our "Sent to DocuSign" toaster permanently remained on screen, now it doesn't

  • When importing from Excel or Word, the control buttons in the top and bottom navbars were hidden when you scrolled horizontally

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