To effectively introduce Legatics within your firm, we've prepared a draft template for your intranet or internal knowledge resource, together with logos and resources to add to the intranet.
This content aims to raise awareness and publicize the tool among your employees. Please modify the template to align with your firm's policies, integrations, and specific needs.
Template
It’s time to take control of your deals
We know transactions can get messy. That’s why Legatics built a transaction management platform to share documents and tasks with deal teams and clients, keep everything in one place, making your life easier and your deal teams and clients even happier.
What is Legatics?
Legatics is a collaborative transaction platform designed to tackle the obstacles that slow down the progress of legal transactions. It increases deal efficiency, leading to higher profitability and, at the same time, improves your client and lawyer experience by enabling real-time collaboration and transforming administrative tasks in Word and email (such as managing document and task lists, signings and closing binders) into software-based processes.
View our interactive demos for Lawyers, Partners, Clients and Innovation teams on the Legatics website to see its benefits.
What does it help you do?
Reduce emails and calls: Effortlessly track tasks, document versions and signings using online checklists and a dashboard for each matter, allowing teams to collaborate seamlessly rather than using unwieldy Word tables and multiple emails, reducing time spent on status updates and calls by up to 50%
Close deals faster: Remove heavily manual processes for extracting signature pages for wet-ink signatures (an estimated 70% time saving compared to the manual process) and streamline virtual signings by making execution versions directly available to signatories. Create and share final version bundles at the click of a button (an estimated 95% time saving)
Find information faster: You, your team and clients can find information and documents quickly in one central platform and hone in on your personalised view of relevant tasks, statuses, due dates and responsibilities using advanced search and filtering - no need to search multiple repositories or use Ctrl-F to find your tasks in a Word table
How does this benefit you?
Reduce administrative work and focus on high value tasks
Focus on delivering on more interesting high value chargeable work, by enhancing collaboration and reducing time spent on administrative work which is laborious (e.g. communicating status updates, closing, bibling, formatting Word tables or numbering, or finding information in emails or tables). Work smart and manage your deal tasks and deal progress effectively. Improve your chance of hitting billable targets and achieving your bonus goals.
Stand out and exceed expectations
Develop your technology and project management skill set with an intuitive platform, and exceed your client’s and partner’s digital service delivery needs and expectations, to win more client work. Aside from a faster, more cost-effective deal close, your clients and deal team get on-demand deal progress visibility with the Legatics overview dashboard and online checklists, allowing the wider team and clients to log in at any time and see for themselves what the status of the transaction is, action items and documents they need to sign.
Improve processes to reduce risk of errors
Manage the critical but chaotic phases of deal closure. Use Legatics as a single source of truth when storing the latest comments and versions, and manage signing with confidence by streamlining the creation of signing packs and using AI detection of signing pages.
Now it’s up to you. Ready to take matters into your own hands?
Anyone can create an account and set up a matter in a few clicks[, at no extra cost]
Log in button
Note: This should link to your Legatics instance
Want to find out more or need some help?
Request training by contacting [insert contact details for relevant team members to coordinate training, or lawyers can request training from us directly at support@legatics.com - please update depending on your firm’s policy] or view helpful overviews and quick start guides on the Legatics Knowledge Base. Feel free to try out and explore the platform by creating a demo matter when you log in.
The Legatics support team are available to answer any questions at support@legatics.com and 24/7/365 phone support on +44 (0)20 3633 2392 / +1 646-347-0575 (including weekends and bank holidays).
Legatics is a leading provider of transaction management technology. Read about how others are making the most of the platform here. Our Information Security team has conducted an extensive security and privacy review of Legatics, and have approved its use on your legal transactions. If clients request any further information on security of the platform, please contact [Insert name of Innovation Team/Operations member] or Legatics can answer any additional information security questions from clients.
Note: [You may want to add a note about your firm’s charging back of Legatics to clients, if you charge per matter, and modify the wording above. It may be generic and ask your lawyers to contact you/your team for the latest pricing options for their deal, or could link to a pricing guide for legal tech at your firm. For example: Our typical live matter pricing (for unlimited deal participants/teams) is XXX per matter. Pricing shouldn’t restrict your use of the platform - contact [XXX] for the latest pricing options for your deal.]