Legatics

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

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Create your workspace and invite the people you work with.

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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.

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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.

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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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