Legito is a cloud-based document automation and management solution that helps small to midsize firms create, manage and store responsive documents. The software offers a range of features including a drag-and-drop template editor, revision history, custom templates, analytical and managerial reporting, role-based access management, and deadline reminders.
Legito facilitates real-time document management to help users keep track of multiple files, create versions, manage modifications, and control role-based authorizations. Users can filter documents based on different criteria, group similar documents, store external files, manage approval checklists, and assign signed documents to specific items. The platform also provides managerial reports and analytics to help users derive insights from charts and statistics.
Legito features a built-in editor with drag-and-drop functionality that allows users to create custom templates and automated documents, with support for bilingual documents creation, case-based grouping and document presets. Users can also upload multiple Word documents to create different templates, track interactions, and save files in multiple formats.
From technology perspective, Legito is the most advance solution I found. I also like it's web-based and looks nice.
Pros Interaction with our clients. Quick review of documents. Easy drafting of our standard documents. Integrations and auto-compete of data across documents.
Cons When I want to work with a document previously saved by a client, I must go to Document Management. It would be nice if link from the email announcement will open directly the document.
We use Legito for over 2 years and we are very much satisfied.
Pros As a boutique law firm, we use very complex legal documents. I tried several solutions to automate them, but Legito was the only one where it was possible without spending a year doing it or hiring programmers.
Cons I'd appreciate more features for cooperation with our clients in Legito interface.
Document automation with Legito is exceptionally variable with infinite possibilities to create interconnected documents. I highly recommend this product.
Document automation with Legito is exceptionally variable with infinite possibilities to create interconnected documents. I highly recommend this product.
Pros Many different use-cases. The best for complex documents - we have a suite of over 80 connected documents.
Cons The app as it is fulfills my expectations. There is always room for improvement, for example more email notifications
• Legito facilitates time-bound document sharing via email links that allows users to set the availability of documents to a limited time.
• Multiple users accounts can be created for collaboration, allowing clients to manage documents, editing and communication from a single portal.
• Legito helps users create questionnaires with multiple document templates to gather information for creating contracts, agreements, deeds, leases, and more.
• Legito features role-based authorization that enables users to set up different levels of access for employees and group them into categories.
• Approval checklists help users track approvals at different levels of a case and enable the tracking of signed documents.
FAQs for Legito
Below are some frequently asked questions for Legito.
Q. What type of pricing plans does Legito offer?
Legito has the following pricing plans:
Starting from: $600.00/year Pricing model: Subscription Free Trial: Available (No Credit Card required)
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