Legatics

Learn about the admin system, what it does, and how to access it

System overview

New to Legatics as a System Admin?  Look no further

Getting started as System Admin

Ryan Turner

Legatics Support

Administration system

Dashboard

Insights

Reports explained

Matters report

Users report

Activity report

Lists report

Reports

Manage

Matters explained

Add matter administrators

View matter

Delete matter

Restore deleted matter

Matters

Users explained

Control what your users can do in Legatics

Change member permissions

Deactivate/activate users

Grant member rights to users who created accounts before you became a customer!

Assign members

Users

Setup, manage and see data on your offices

Offices

Firm

Understand more about your Legatics setup

Account

Setup

Consent confirmation

Settings

Docusign integration

iManage integration

Securely connect NetDocuments and Legatics

NetDocuments integration

Learn how to connect and configure our SSO integration

SSO integration

Integrate Legatics with your core applications

Integrations

Word templates

Keep everyone on brand and using best practice

Templates

Learn more about managing custom list templates

Managing templates

Creating categories and tags in your templates

Creating templates

List templates

Creating matter templates

Matter templates

Audit trail

Email notifications (system admin)

Other

Website

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.

Tickets portal.

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Tickets

No access to tickets portal

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