Legatics

Learn about the administration system, including access and what it can do help you monitor your Legatics environment

Administration system explained

Guides for configuring your Legatics environment, managing users, matters and extracting data

Administration

Learn how to navigate the admin dashboard to gain quick insights into all your matters and activities

Dashboard

Insights

Understand what our reports are useful for, extract formats and a sample report for inspiration

Reports explained

Gain comprehensive insights into your matters, enabling data-driven decisions and strategic planning

Matters report

Gain detailed insights into user engagement and access to enhance adoption strategies and maintain security oversight

Users report

Monitor user interactions with matters to understand activity levels

Activity report

Gain detailed insights into the structure and content of lists within specific matters

Lists report

Extract data from Legatics to drive strategic and adoption insights

Reports

Manage

Learn what you can do to manage your matters in Legatics to maintain an organized and efficient workspace

Matters explained

Learn how System Admins can add Members as Matter Admins to any matter

Add matter admins to any matter

Learn how System Admins can access and review matters in a read-only mode to stay informed without administrative permissions

Viewing matters in read only

Learn how to delete any matter from Legatics and restore them if needed

Deleting and restoring matters

Matters

Learn about the different user roles within Legatics, including Members and Guests, and how to manage their access and permissions effectively

Users explained

Learn how System Admins can control Member permissions within Legatics

Modifying member permissions

Learn how System Admins can manage access to matters by deactivating and reactivating them

Deactivating and activating users in your environment

Learn how to grant member rights to users who created accounts before your organization became a Legatics customer

Assigning members

Learn what user details you can update as a System Administrator to keep user data up-to-date

Updating Member details

Users

Learn how to set up, manage, and understand office data to enhance transaction oversight and reporting

Offices

Companies

Firm

Learn about your Legatics environment, including customer details and environment specifics

Account

Customizing your Legatics environment, including account management, integrations, and general settings

Setup

Set up and manage the DocuSign integration to streamline your document signing processes

Integrate with Docusign

Learn how to set up and manage the iManage integration to streamline your document management processes

Integrate with iManage

Learn how to securely connect your NetDocuments repository to streamline document management processes

Integrate with NetDocuments

Learn how to connect and configure your Identity Provider (IdP) to enable seamless single sign-on (SSO) access for your organization

Integrate with your SSO system

Integrate Legatics with your core applications

Integrations

Deliver announcements to your Members in Legatics, so they're aware of important changes or requirements

Announcement banner

Learn how to set up, use, and manage your encryption key

Bring your own key (BYOK)

Make sure Members confirm they've got the consents needed before creating a matter

Consent confirmation

Apply global controls to your Legatics environment

Settings

Upload and manage branded Word templates to ensure consistent and professional documents for your matters

Word templates

Learn how to create and manage list templates to deliver use cases to every practice area

List templates

Learn how to create and manage matter templates to streamline deal structures, ensure consistency, and reduce setup time for users

Matter templates

Keep everyone on brand and using best practice

Templates

Learn how to access and interpret the audit trail in the Administration System to track actions performed by system administrators

Tracking system admin activity

Other

User roadmap

Use cases

Home

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User Roadmap

Admin Roadmap

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Tickets

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