Legatics

Learn how to turn on email notifications for your matters, ensuring participants are informed of assigned actions and responsibilitie

Enabling notifications for a matter

Learn how to access, download, and interpret the audit trail in Legatics to maintain transparency and accountability within each matter

Tracking matter activity with the audit trail

Learn how to use 'masquerade' mode to view matters as another organisation or user, ensuring permissions are correctly applied

Reviewing permissions in your matter

Learn how matter administrators can update the navigation of a matter by rearranging list widgets in the dashboard

Customising the navigation of your matter

Learn how matter administrators can update matter information, such as name, number, lead partner, lead office, and description

Changing matter details

Learn how to permanently delete your matter and the steps to take before doing so

Deleting your matter

Tools and tips for managing your matters, from customization to participant oversight

Matter management

Learn how participants work in Legatics, to make sure you've set up your matter for effective collaboration

Participants explained

Effectively manage roles and organizations in your matter to streamline collaboration and maintain confidentiality

Managing roles and organizations

Understand the responsibilities and capabilities of a Matter Admin, including managing participants, configuring matter settings, and overseeing data access

Adding and removing Matter Admins

Learn how to effectively add, invite and remove users from matters to ensure secure and efficient collaboration.

Adding, inviting and removing users

Learn how to manage participants, including adding users and assigning organisations and roles to ensure seamless collaboration

Participants

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Track the progress of all tickets related to your company.

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