Turn Legito Into Powerful Tool For Collaboration With Your Clients

Mar 25, 2019

You can turn Legito into a powerful tool for collaboration with your clients. I will share with you our best practice for a variety of collaborations.

  1. Repetitive collaboration with your clients

We recommend for this use-case to create a user account for your client since this type of cooperation would require repetitive access to all documents, document management and the ability to communicate in Legito. All other use-cases listed below can be done just via external sharing. Learn more

  1. Collaborating on selected documents with your clients

You drafted a document and it’s time for your client to check it and insert missing information. We know how ineffective and exhausting it is to exchange a ton of emails with separate files. With External sharing in Legito, you will have always one document with track changes (history of changes). Learn more

  1. Inserting information from your clients before you start drafting

Above mentioned point covered a situation that you make a first draft(s) and your client review. This point covers a situation which is exactly the opposite. Learn more

  1. Acquiring a large number of new clients online

This last use-case is about the automated or semi-automated acquisition of clients for common (standardized) cases such as a refund for delayed flights, damages from car accidents, class-actions, real-estate transfers, escrows, collecting of small debts, warranty or insurance claims, etc. Learn more

Are you interested to use Legito for in any of the above-mentioned use-cases? Do you need more information? We are ready to help! Please don’t hesitate to contact our team of skilled legal engineers at automation@legito.com.

 

Start Automating Now

Frequently Automated Contracts And Other Documents

It doesn’t matter if you are from the US, Latin America, Europe or Asia. The most frequently automated documents are generally surprisingly similar, regardless under which law your company or law firm operates.  To begin with, which contracts and other documents are...

Mathematical Functions For Calculations

You can create mathematical functions in Legito Template Editor, that can be used for calculations. The functions are based on the PHP programming language. List of the functions: Round fractions up (ceil): https://www.php.net/manual/en/function.ceil.php Rounds a...

Template Editor Tutorial

1. Learn the Basics In a Few Minutes Step 1: Structure Learn more about conversion from MS Word Step 2: Logical Dependences Step 3: Example 2. Become a Power User Our new Legito Power User Training Book is a step-by-step "learning by doing" self-teaching guide which...

Use Legito For Collaborating On Selected Documents With Your Clients

OK, you drafted a document and it’s time for your client to check it and/or insert missing information. We know how ineffective and exhausting it is to exchange a ton of emails with separate files. With External sharing in Legito, you will have always one document...

Use Legito For Repetitive Collaboration With Your Clients

This type of cooperation typically requires repetitive access to all documents, managing lifecycles of documents, receiving document notifications and communication in Legito. We recommend for this use-case to create a user account for your client since this type of...

Collaboration With Your Clients: Use Legito for Client’s Inputs Before You Start Drafting

You may need from your client basic information about a case before you start drafting a contract or other documents. Instead of sending such information by emails, why don’t you let your client insert such information to a questionnaire from which a document will be...

Use Legito For Acquiring New Clients Online

This last use-case is about the automated or semi-automated acquisition of clients for common (standardized) cases such as a company formation, a refund for delayed flights, damages from car accidents, class-actions, real-estate transfers, escrows, collecting of small...

Turn Legito Into Powerful Tool For Collaboration With Your Clients

You can turn Legito into a powerful tool for collaboration with your clients. I will share with you our best practice for a variety of collaborations. Repetitive collaboration with your clients We recommend for this use-case to create a user account for your client...

Best Practice for User Permissions in Your Workspace

Except for a workspace admin, we recommend following permission settings for following types of users: Permission Power Users Regular Users Clients Admin NO NO NO Can draft templates YES NO NO Can see confidential documents Individual Individual Individual...

Legito Power User Training Book

Our new Legito Power User Training Book is step-by-step "learning by doing" self-teaching guide which helps you understand how to create smart document templates and other Legito features. Download E-Book   SAMPLES           Download E-Book...

Start Automating Now