Effectively managing your organization's offices in Legatics provides valuable insights into transaction activities and adoption trends across different locations. This guide outlines the steps to add, edit, and delete office entries, as well as how to utilize office data for comprehensive reporting.
Offices page
The offices page lists all the offices you've added to your environment. It lets you take actions on offices and understand how many matters they're leading and supporting.
Tip: More detailed information about the matters each office is leading or supporting is available in the Matters Report.
Getting to the offices page
Log into Legatics
Click on your profile in the top right of the page
Select Admin System
From the left sidebar, press Firm > Offices
Data available
The following data is visible in the offices page
Data | Explanation |
Office | The name of the office |
Location | The location of your office |
Leading matters | The number of matters where the office is set as the "Lead office" |
Supporting matters | The number of matters where the office is set as the "Supporting office" |
Actions
Add office
Click on Add office in the top right of the screen
In the pop-up that appears add the name and location of the office
Press Add office
Tip: Press Add another office to add offices quicker
Note: Locations are based on ISO 3166. Subdivisions are based on ISO 3166-2. We currently have subdivisions for Canada, United States and Great Britain. If you need a subdivision for more granular reporting, reach out to us at support@legatics.com.
Change office name or location
Find the office you want to edit
Press on three dot menu of the office and select Edit
A pop-up will appear so you can edit the details
Press save once you've finished your work
Search, sort and filter for offices
To analyse your data more effectively, you can:
Search by office name
Sort by office name, location, leading matters and supporting matters
Filter by location
Delete office
Find the office you want to delete
Press on three dot menu of the office and select Delete
A pop-up for you to confirm deletion
Press delete
Good to know: When you delete an office, it will be cleared from all matters where it’s assigned as the “Lead office” or “Supporting office”. There's no other impact on those matters.
FAQ
Where do users see offices in the platform?
Where do users see offices in the platform?
When creating a matter or editing the settings of the matter.
Can I change the office assigned to a matter?
Can I change the office assigned to a matter?
Not currently. You'll need the matter admin of each matter to do that.
What if a required location or subdivision isn't available in the dropdown?
What if a required location or subdivision isn't available in the dropdown?
Contact support@legatics.com to request the addition of specific locations or subdivisions to the dropdown menu.