Legatics

Connect Legatics to your firm's tools, systems, and AI assistants

API, MCP & Integrations

Learn how the Legatics MCP server lets AI assistants work with your live transaction data

Legatics MCP explained

Learn how to connect your AI assistant to Legatics and get answers grounded in your live transaction data

Using AI assistants with Legatics

Connect your AI tools to Legatics and get answers grounded in live transaction data

Legatics MCP

Learn what the Legatics API is, how it works, and what you can do with it

Legatics API explained

Learn what connected apps are and how they control access to the Legatics API and MCP server

Connected apps explained

Learn how to create, configure, and manage connected apps to control access to the Legatics API and MCP server

Create and manage connected apps

Manage connected apps and build custom integrations using the Legatics API

API & connected apps

Set up and manage the DocuSign integration to streamline your document signing processes

Integrate with Docusign

Learn how to set up and manage the iManage integration to streamline your document management processes

Integrate with iManage

Learn how to securely connect your NetDocuments repository to streamline document management processes

Integrate with NetDocuments

Learn how to connect and configure your Identity Provider (IdP) to enable seamless single sign-on (SSO) access for your organization

Integrate with your SSO system

Set up and manage connections between Legatics and your core applications

Third-party integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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