Legatics

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.

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

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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.

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

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

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

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