Legistify Features

Users can create new contracts within the platform using built-in document creation features.

Pre-designed layouts that can be customized to match preferences and requirements

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Contracts specific to government agencies or organizations who deal with government agencies

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set up connections to third-party platforms to improve business processes

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Information, data and reports that are being tracked over time

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Integrate with a third-party accounting system

Plan, manage, and track the financial activities of an individual or organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track, store, and access client contracts or licenses

Patent/Trademark Management

Manage contact details and communication with clients

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Specify or track the date/time a project, task, etc., is due for completion

Manage and maintain a detailed record of information and updates associated with each court case

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and maintain a detailed record of information and updates associated with each court case

Users can create new contracts within the platform using built-in document creation features.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Ability to e-sign legally-binding contracts within the same platform.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Facilitates document modification with comprehensive change logging

Offers a unified system storing all legal data for easy management and retrieval

Controls access and sharing based on user permissions

Securely archives legal documents in an organized, digital repository

Public or private sharing of digital files such as documents, audio/video, images, and more

Monitor and record expenses such as purchases or charges incurred

Track and document all activities across devices, networks, and other systems

Securely stores data to prevent data loss or breaches

Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance

Ensures consistent, up-to-date information across all devices

Manages multiple document iterations, ensuring accuracy and up-to-dateness

Search for specific words or phrases within a document or database

Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions

Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features

Leverages artificial intelligence for task automation, streamlining workflow and decision support

Use AI to generate content in the form of text, images, videos, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

Enables document access from any device, from anywhere, thereby enhancing flexibility

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Set up connections to third-party platforms to improve business processes

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Form predictions based on past and present data/trends

Ability to record, store, update, and retrieve information

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Data is backed up automatically to prevent data loss

Customize contracts and forms to collect specific information

Track and document all activities across devices, networks, and other systems

Electronically collect payments for goods or services

Predict future data based on historical data sets

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Store and organize documents in a centralized system

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Extra layer of security that requires not only a password and username but also something specific to that user

Track interaction history by documenting conversations for contacts

Track revisions and updates made to files and navigate between different versions

Accept and process credit card transactions

Track the status over time for a request, process, asset, or transaction

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Log and record hours worked and costs spent to assist in billing and invoicing

Accept and process online payment transactions

Send and receive text messages to communicate with clients or prospects in real-time

Track billable hours and/or non-billable expenses for work performed

Access the system via a mobile application

Pre-designed layouts that can be customized to match preferences and requirements

Extra layer of security that requires not only a password and username but also something specific to that user

Customize data fields to support various needs and use cases

Switch documents into read-only mode to prevent concurrent editing by multiple users

Manage contact details and communication with clients

Scan, move or upload electronic files within the software's repository

A record of all activities within the system, including user access, changes made, etc.

Specifically designed to address the needs of law firms and legal departments

Ability to recognize printed or written text within digital images or scanned documents

Alter the layout and content of reports

Manage, organize, and store contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Private online space that lets businesses securely share documents and provide information access to clients

Manage, store and organize emails within the system or via third-party apps

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Digitally sign online documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Custom forms to streamline repetitious aspects of a document

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, and send invoices or bills to customers

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Create, design and manage workflows for repetitive tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track, store, and access client contracts or licenses

Timed notification for any upcoming task, deadline, appointment, or activity

Store, manage, and track all electronic documents in a centralized location

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

View and track pertinent metrics to find patterns and gain insights from data

Digitally sign online documents

Search for specific words or phrases within a document or database

Import and export data to and from software applications

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Electronic signing method that validates the authenticity and integrity of a digital document

Create, edit, and revise contracts/written agreements

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, manage and track all task activities and progression

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Highlight content and/or make notations about parts of content

Create, design and manage workflows for repetitive tasks

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

A record of all activities within the system, including user access, changes made, etc.

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Assemble applications and processes by dragging over and arranging pre-built components

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Track revisions and updates made to files and navigate between different versions

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Manage, organize, and store contact information

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Review and analyze existing information across documents

Add customized logos and colors to align with company branding

Configure existing workflows to meet your organization's needs

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

An agreement between a business and an external supplier for the delivery of a set of products or services

Accept, record, and reconcile financial transactions

Track the amount of money spent on a certain product or with a certain supplier

Alter the layout and content of reports

Create, design and manage workflows for repetitive tasks

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the status of outstanding patent claims

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, send, and track purchase orders and their statuses

The collection of IP rights in order to better protect them.

Use AI to generate content in the form of text, images, videos, etc.

Define levels of authorization for access to specific files or systems

Arrange tasks based on the level of priority or urgency

Assemble applications and processes by dragging over and arranging pre-built components

Electronically collect payments for goods or services

Search and filter data across systems to locate required information by entering keywords or certain criteria

Timed notification for any upcoming task, deadline, appointment, or activity

Store, manage, and track all electronic documents in a centralized location

Track the status over time for a request, process, asset, or transaction

Manage, organize, and store contact information

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Store and organize documents in a centralized system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, and publish disclosure statements or reports.

Import, collect, and capture data from multiple sources

Manage and store data in a database

Organize and group data or items based on various criteria

Manage and maintain a detailed record of information and updates associated with each court case

Track the list of items required to be billed/invoiced to clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

Application programming interface that allows for integration with other systems/databases

Manage the status of filed trademarks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Information, data and reports that are being tracked over time