Legatics

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

Users

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

Manage your offices

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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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