Legatics

Learn what lists are, how they work in Legatics, and why they're essential for transactions in the 21st century

Lists explained

Guides on creating and managing lists to organize and track workstreams in your matter effectively

Lists 

Guides for getting lists setup and configured for your needs

Creating and configuring lists

Learn how to create lists in Legatics by importing data directly from Word tables, streamlining your setup process

Turn Word tables into digital lists

Discover how to transform unstructured legal text into structured rows and columns in Legatics, streamlining your list creation

Transform legal text into structured data

Learn how to efficiently create new lists in Legatics by reusing existing ones from any matter

Duplicate lists

Learn how to efficiently create lists in your matter using pre-designed templates tailored for legal workflows

Start from best practice templates

Learn how to create structured lists in Legatics by importing data directly from Excel files

Convert Excel files into digital lists

Get started easily from Word, Excel, Legal Text, Existing Lists and Templates

Creating lists

Learn how to effectively manage sections and rows in lists, including adding, reordering, and deleting them

Managing sections and rows

Learn how to manage columns in your list, including adding, editing, resizing, and deleting

Managing columns

Understand how to apply permissions in lists, including at the list, column, section, row and cell level

Applying permissions in lists

Learn how to rename a list to keep your matter organized and up-to-date

Renaming lists

Learn how to permanently remove a list from your matter, including important considerations before deletion

Deleting lists

Configure sections, rows, columns and permissions to help you deliver your matter

Configuring lists

Discover how to navigate lists efficiently using the drawer, table of contents, filtering, sorting, and other additional tips

Navigating, filtering and sorting lists

Learn how to upload, manage and download files in lists

Uploading and managing files

Discover how to track progress effectively using statuses, including setting them up, customizing and updating

Tracking progress with statuses

Learn how to use checkboxes in lists approving rows and streamlining decision-making processes

Approving rows with checkboxes

Learn how to leave, edit, and delete comments in lists to facilitate collaboration and maintain clarity

Leaving comments

Learn how to add, edit, and manage dates within your lists using the date column to streamline deadline management

Setting dates

Assign and track responsibilities within your lists by role, organisation or user

Assigning responsibilities

Learn how to use free-text columns in lists to capture and manage unstructured data in your lists effectively

Editing free-text

Efficiently update multiple rows simultaneously

Bulk editing rows

Discover how to track data effectively using single-select and multi-select columns, including setting them up, customizing and updating

Using single-select and multi-select columns

Everything you need to know about working in your list, including updating cells and navigating it effectively

Working in lists

Learn how to efficiently import data into existing lists using Excel, legal text, or Word tables, including key differences for each method.

Importing data into lists

Learn how to export data from lists into Word, PDF, Excel, or ZIP formats

Exporting data from lists

Learn how to seamlessly import and export data from your list

Importing and exporting list data

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