We have created this article to help you transfer your matters from Legatics 1 to Legatics 2 quickly and efficiently. There's some manual work required but this guide will provide you with everything you need to know! Please make yourself aware of the limitations before beginning to transfer your matters.

In this video, we will show you how to transfer your matters from Legatics 1 to Legatics 2 ensuring a smooth transition.

Before you export your matter from Legatics 1, we recommend that you make a copy of the participants and remove their access from the matter. By freezing matter access until it is ready for use on Legatics 2, or permanently if you're only exporting and storing it in your Document Management System (DMS), you're ensuring that no new data or documents will be added until you have finished transferring it.

Go to ‘Manage matter’ > ‘Manage users’ to view all the users participating in your matter. From here you can take a screenshot or print the page to save a copy of the existing participants, and you can remove any participant by clicking on the right side dropdown menu next to their entry on the users list, and selecting ‘Remove user from matter’.

Once all users have been removed from the matter, you can go ahead and export the matter by following the below steps:

1. Login to Legatics 1 and from the homepage, next to each matter, you will see the option to 'Export and delete matter'. Clicking that button will give you the option to export every list into a word document, every file and the audit trail from the matter.

2. When the matter export is ready, you will receive an email with a link to download the matter. Depending on how large your matter is, this can take a while, however, the download link will be available to use for 24 hours. All you need to do is open the link once you receive it, and you'll be redirected to the export page where you can click to download. A zip folder will be downloaded to your computer.

If you are only looking to export and store your matter data, then this has been the last step of the process. If you are looking to transfer your matter data to Legatics 2, keep on reading the next steps from our guide.

3. Once you have exported the data, familiarise yourself with the folder structure of the download. You'll be using these files to re-create your list in Legatics using our Word table importer!

4. You're now ready to move onto the next step.

Before recreating the matter in Legatics 2, there are a few steps that you need to take to get ready.

This is the easiest part! Simply follow the instructions here.

If you're unsure of which URL to access please contact support@legatics.com.

Most customers can access Legatics using app.legatics.com, however, some firms have a private instance which means the URL will be different.

If you are planning to import every version of each document into Legatics 2 we recommend making a copy of the folder you have just exported from Legatics 1.

This means that you can delete versions from the folder once you've uploaded them to Legatics 2. It will make it easier to track whether a document is in Legatics 2.

The reason we recommend making a copy is to ensure that all versions of your documents are retained somewhere safe!

We recommend creating a list template for each 'module' you've used on Legatics 1. For example, a CP Checklist template and a Documents list.

Creating a list template is super simple. Simply follow these instructions.

Within each list template you will need to:

Don't forget to publish your list template once complete so that all users from your organisation can use it!

Creating a matter is super simple. Simply follow these instructions. When creating the matter you should:

Unfortunately, you'll need to do this manually. We don't have a way to import this data from an Excel file.

Managing your participants in Legatics 2 is done all within one page.

To set-up your:

Simply create a list from your template using our "Template list" feature.

When you're creating your list:

Now that your list is created, it's time to transfer data from your Word table into the list.

To import from:
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​Follow these instructions

If you haven't created list templates because you're only migrating one or two matters, follow the below steps.

Create your list from a 'Word table'.

Note: All columns will be imported as free text columns.

You will need to:

Legatics doesn't have a "bulk upload" feature for files (our files live in rows, so bulk uploading is tricky to do).

But, don't worry, uploading documents is easy! We recommend "dragging and dropping" your versions into Legatics 2 (instead of manually selecting them in your file explorer).

When doing this, remember that:

Our lists support permissions in a number of places. Generally, we recommend keeping this simple and restricting access at the list level.

If you do need more granular control, keep in mind that you can set permissions inside a list as follows:

Legatics supports email notifications. These emails summarise, across a user's matters, the actions assigned to them since their last email (the frequency is set by the user).

To ensure that these notifications include information about the matter, you need to enable this.

Simply follow the instructions here!

Once you add a user to your matter, they'll get access to it. This is why we recommend doing this step once the matter is fully set-up and ready to be worked on.

You may want to add other internal users before this, so they can check the matter set-up.

There are some elements of your matter which cannot be transferred over to Legatics 2. These are detailed out below:

If you have any questions on the above please contact support@legatics.com.