Legatics

Explore how legal teams use Legatics across lists, binders, data rooms, signing and artificial intelligence assistants

Use Cases

Learn how to run a conditions precedent checklist in Legatics, from importing the schedule to collecting approvals and reaching completion

Conditions precedent checklist

Learn how to make sure every post-completion obligation is met on time with a conditions subsequent tracker in Legatics

Conditions subsequent and post-completion tracker

Learn how to bring every document and action for signing and closing into one live closing agenda in Legatics

Closing agenda

Learn how to track open points on a document or deal, record each party's position and close them out with an issues list in Legatics

Issues list

Learn how to run a structured, step-by-step process with a steps plan in Legatics, with clear owners, deadlines and a reliable record

Steps plan

Learn how to organise a due diligence review, record findings and flag key issues with a due diligence tracker in Legatics

Due diligence tracker

Learn how to manage questions and answers between parties in one place, with a clear owner and status for every question

Questions and answers

Learn how to raise, answer and resolve title enquiries and requisitions in one place

Enquiries on title

Learn how to keep structured information and documents in one searchable list, instead of a reference spreadsheet

Data repository

Learn how to send structured requests for documents and information, and see at a glance what's been provided

Information request list

Discover how teams use lists to replace Word and Excel trackers, from conditions precedent checklists to questions and answers.

Lists

Learn how to compile board papers into a consistent, indexed pack for every meeting

Board pack

Learn how to build a complete, permanent record of a deal as it progresses, without spending a day assembling it at the end

Transaction bible

Learn how to produce a tailored set of documents for each investor or party from a single master binder

Investor and party document sets

Learn how to produce a professional, indexed closing set in minutes using binders in Legatics

Closing set

Learn how to prepare a referenced, indexed disclosure bundle that's easy to finalise and rely on

Disclosure bundle

Learn how to prepare and update indexed bundles for depositions, hearings, trials and arbitrations

Court and hearing bundle

Learn how to keep a complete, indexed record of what was submitted to a regulator and what came back

Regulatory submission record

Turn any set of documents into a professional, indexed record, from closing sets to transaction bibles.

Binder

Learn how to share and manage board papers, minutes and resolutions securely with directors and company secretaries

Board documents

Learn how to give buyers, lenders and their advisers secure, controlled access to the documents they need to review

Due diligence data room

Learn how to organise the large document repository needed to prepare a company for an initial public offering

Initial public offering preparation

Learn how to hand the client a structured, numbered archive of the deal once it's complete

Post-closing archive

Learn how to share materials with prospective investors securely, while controlling exactly what each one can see

Fundraising data room

Learn how to gather corporate records securely for review by restructuring advisers, auditors or regulators

Restructuring and audit repository

Share documents securely through Legatics data rooms.

Data Rooms

Learn how the Signing module supports the way deals are signed in the United States, the United Kingdom, the European Union and across borders

Signing across jurisdictions

Discover how the Signing module supports counterpart and electronic signing across jurisdictions.

Signing

Discover what your artificial intelligence assistant can do with live Legatics data

Model Context Protocol use cases

Discover how you can use your artificial intelligence assistant with Legatics.

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Use Cases

Lists

Binder

Data Rooms

Signing

MCP