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      Legatics - transaction management

      Intelligent web-based software to facilitate remote dealmaking

      Website

      https://www.legatics.com/

      Overview

      The whole deal is run as a set of lists: checklists, document lists and issues lists . Those lists are connected to the documents you need - everything in one place with visibility, in real-time, on how the work is progressing. Legatics allows you to complete the signing process within the platform, or use DocuSign. You are then able to create transaction bibles (closing binders) which are quickly and efficiently organized and published.

      Overview (3 min):

      Detailed walkthrough (10 min): 

      Features

      • Automatically generate CP checklists, documents lists, steps plans and closing checklist
      • Upload documents, leave comments and view the status of a deal in real time
      • Streamline and run your signing process efficiently using Legatics proprietary signing and completion tool or DocuSign
      • Manage KYC, create issues lists and generate transaction bibles smoothly and quickly

      Member firms using

      Bowmans (South Africa)

      Jan 2021: "Bowmans has become the first African law firm to adopt Legatics, a technology solution that facilitates remote dealmaking.

      On Bowmans' experience:

      "TECHNOLOGY-ENABLED M&A TRANSACTIONS – THE MATERIAL BENEFITS" 

      Key learnings:
        • Your objectives and needs should be the guiding principle when selecting the appropriate M&A legal technology tool
        • Integrate different, but complementary, tools to create the most efficient suite of technology for the deal
        • Onboard legal technology at the earliest possible point in the deal:
        • Onboard the deal team to be fully proficient when using legal technology

      For more: https://www.bowmanslaw.com/insights/mergers-and-acquisitions/technology-enabled-ma-transactions-the-material-benefits/

      Morais Leitão (Portugal)

      "Morais Leitão has previously used Legatics for transactional matters, but found that the platform also works well for compliance and governance processes for listed companies, which tend to be fairly time-consuming and involve large multidisciplinary teams."

      For more: https://www.legatics.com/case-studies/clearer-processes-smoother-collaboration-time-saved/