Legatics

Legatics Support

Grace Stoll

To help you and clients use and roll out Legatics

Use Cases, Guides and Resources

Learn about the platform in your Legatics environment

Getting started videos

How to get started using Legatics as a matter administrator

Quick start guide: Matter administrators

How to get started using Legatics as a transaction participant

Quick start guide: Transaction participants

Quick start guides

This article explains how the Conditions Precedent process can be managed in Legatics

Project Finance: Conditions Precedent

This article explains how Legatics can be used to manage the Enquiries on Title process

Real Estate: Enquiries on Title

This article explains how Legatics can be used to manage the Q&A process to support the Certificate of Title documentation

Real Estate: Certificate of Title

This article explains how the Q&A process can be managed on Legatics

M&A: Q&A

This article explains how the Warranty Disclosures process can be managed on Legatics.

M&A: Warranty Disclosures

Information and videos on our key use cases

Use Cases

Download your Onboarding Resources Pack for ideas and content to accelerate your engagement efforts and increase adoption

Onboarding Resources Overview

Legatics for Legal Teams Presentations

Legatics for Clients Presentation/Pitch Slides

Draft Project Plan for Firm Competition or Event

Legatics Training Content Checklist

Draft Firm Intranet Content

Why use Legatics for Lawyers, Partners and Clients

Content and ideas to improve onboarding and adoption

Onboarding Resources

Transfer your matters to Legatics, quickly!

Starting from another platform

Transfer your matters quickly and efficiently!

Transferring matters from Legatics 1 to Legatics 2

Ryan Turner

Test documents

User and client overviews

A template email to roll out Legatics in your organisation

Roll-out email

Sample Documents

Maintaining Ethical Walls in Legatics

Ethical Safeguards

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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