PowerUp 2023 Debrief
Presenters Videos
Paul Saunders: Stewart McKelvey’s Document Automation Journey
Charles Drayson: How I Became a Citizen Developer (…and why you should too)
Lorena Roșia: Unlocking Success - Consultants in Digital Transformation
Fireside Chat: Smart Documents as a Service
Success Story – Sales Automation in an International Technology Company
Legito’s New Innovations
Duong Hong: The Ultimate Guide from Conception to Completion
Panel Discussion – Cross-Industry Perspectives on Business Innovations
Salvador López Villaseñor: Case Study – Introducing Automation as The Ultimate Game Changer
Luigi Cominelli: Scaling Automation Project - From Implementation to Enterprise-wide Adoption
Fireside chat – How to Buy Technology for Business Professionals
Fireside Chat – Maximizing Automation’s Impact for Business Results
Mark Settle: Navigating the Automation Journey – The Do’s and Don’ts of a Successful Automation Project
Legito PowerUp 2023 – What you Missed
The changes since Legito PowerUp 2022 and Legito PowerUp 2023 symbolize what’s been happening at Legito over the last 12 months. So much has happ...
Case Study: Automation of Loan Documentation at International Commercial Lending Firm
ATRAFIN – American Trade & Finance Company, is an international commercial lender, specializing in emerging markets. Atrafin has helped over...
Gartner Digital Markets Awards Legito
These results left us speechless. Based on users' reviews, we received from Gartner Digital Markets the following awards: These results left us...
Weekly Automation Corner
How Far Should We Go to Facilitate Non-standard Deals?
How far should we go to facilitate non-standard deals? The variance arose because things have changed over time, and because we try to be agile in ...
Preparing for AI in Document-centric Processes
You would have to be hiding in a deep, dark place to have missed the rife speculation about the impact of AI. Many AI applications rely on mining e...
Legito PowerUp 2023
Last year was my first time at the Legito conference, and I’d like to share my experiences and encourage you to join us this year. If you have no...
Legito for Sourcing and Procurement
Today, we’ll look at the application of the Legito platform for folks working in sourcing and procurement. The challenge they face, among many, i...
Are you solving a problem or a situation?
Where does software fit into that process? If you can’t use a fully robotic process, software is only useful if it augments the work done by huma...
Consultants – who needs them?
Legito select consultants are for two qualities: they know the product and have experience of making it work for real projects.
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A Quick guide to Digital Signatures
Digital signatures have the look and feel of a traditional process. Legito allows you to use any combination of signature methods to meet the needs...
Thinking ahead to a Quiet January
January is the ideal opportunity to run a small experiment or pilot project to try something new. Think about signing up for a free trial to begin ...
Citizen developer explained
Citizen developers are also users. They want the solution to be the best it can be. Colleagues can walk across the office or have a Teams call to t...
The next level beyond office applications
We see Legito like that. Our vision is about empowering the whole enterprise with features that work across team boundaries, with the same look-and...
When Documents Meet Reality
I am surely not alone in experiencing a situation where an organisation says one thing and does another. Why does that happen? I suspect process fa...
5 Reasons Why Home-Grown Solutions Don’t Last
Some organisations come to Legito from a competitor solution, and some have no existing solution, but today I’m talking about organisations who h...
Customer wish-lists
It’s remarkable how diverse organisations have similar requests. That’s a good thing. It makes it viable to build solutions that work across mu...
Friendly Automation
If you automate processes that interact with customers or your suppliers or your employees, how will it make them feel? Do you care? There are some...
3 More Reasons You Might Need Document Automation/CLM software
What are the signs that your organization should be looking for a Document Automation solution, or replacing the one that you have? Read more
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No code / Low code – what’s the fuss about?
Some automation software still requires you to use code (or a code-like script) to build a solution that can be deployed in an organisation. The sc...
5 Word Tips
Contracts tend to have defined terms, and the definitions are often grouped in one place. When reading a contract, it’s helpful to read the defin...
Suggestions for evaluating Legito implementers
We asked our consulting team how they find new colleagues to be part of our implementation team. The suggestions look like tests – but don’t pr...
Implementing Legito – who to pick / who to avoid
You need the right person to make your implementation successful. Here are some traits that make a good project representative. Someone happy to pi...
Is it the right time to invest in automation?
It used to be said: “Better, cheaper, faster – pick any two.” Now we can improve all three vectors at the same time. Historically, organisati...
Industry Insights
Legito is an Enabler for IT Departments
If you have an automation or digital transformation agenda, a Sales project is an excellent place to start. Here’s why. The first automation proj...
Automation in Mind? I’d Start with Sales
If you have an automation or digital transformation agenda, a Sales project is an excellent place to start. Here’s why. The first automation proj...
Streamlining HR Processes with the Adoption of Legito
We promote Legito for enterprise-wide adoption, but organizations have to begin somewhere, and the HR team is invariably a good place to start. Whe...
Digital Transformation in the Back-Office of Financial Services
Digital transformation of back-office services critical to the delivery of financial services will be more heavily regulated than back-office servi...
The business case and ROI for Legito deployments
If you can deliver ROI while meeting business needs, it will be easier to command support. Before you build an ROI for Legito, take a free trial. ...
Metadata – a guide for non-techies
Legito provides enhanced features by using metadata. This is a guide to what metadata is and what it can do for you.
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Advanced automation features
Comparing automation solutions is tricky if you don’t know what the more advanced features will do or whether you need them.
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Digital transformation with documents
Documents are awkward components of digital transformation. You store them on digital media but, ultimately, they remain analogue materials for hum...
Things We Learned at Legito PowerUp 2022
We’re back at our desks after meeting many great customers, partners and supporters at the Legito PowerUp 2022 conference. It was my first in-per...
Switching to a more modern solution – is it worth it?
Most people are sceptics when they see a technology solution that promises to make things better. But, if you haven’t looked at a modern solution...
Document automation in business process management
Legal teams used to be the significant users of document automation, so much of the published writing is about automating contracts and legal docum...
Moving on from document automation
Our CEO said it’s like going to a restaurant with a big menu: we don’t expect you to eat everything on the menu, but we know you will want to t...
A shout out to Alex Hamilton’s article: The System Strikes Back
Here I am, writing content for document automation and CLM solution vendor, calling attention to Alex Hamilton’s article that asserts that contra...
Charles Drayson – Interaction is the Precursor to Action
The Legito PowerUp conference in June is all about inspiration, interaction and action. After almost two years working from home, I’m looking for...
Smart document automation and CLM – how does it work in the real world
Some organisations have a market position that allows them to standardise and automate their end-to-end sales, HR or just about any other business ...
There’s no convincing some people
“Science doesn’t care about your opinions.” The scientific method has created a way to elicit truth free of bias and prejudices that would ot...
A guide to the core features of document automation
If you’ve never seen or used a document automation tool, except maybe for a product demonstration, this article is for you.
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Document automation: if it’s so good, why isn’t everyone using it?
How do you create a contract which contains all the necessary clauses in one document but none of the irrelevant ones?
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Implementing document automation: a few unexpected benefits
How do you create a contract which contains all the necessary clauses in one document but none of the irrelevant ones?
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Calculate Your Automation’s Return On Investment (ROI)
The hard part is mathematical – making a business case/justification to purchase the software in the first place, and then quantifying the RO...
New Releases
August 2023 Release: New Features for Power Users
Our latest release introduces Automatic Field Creation for Legito Sign and DocuSign within Legito Templates. And much more.
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July 2023 Release: Enhanced Legito Sign & Free Workspace
As a Legito gesture to provide value to the Legito community, and to support new entrepreneurs, Legito offers a Free plan that provides access to s...
June 2023 Release: Processing PDF Forms
Legito can now process and automatically fill PDF documents using data inserted to your Legito Documents or Forms. To add a PDF Template to your Te...
May 2023 Release: Process Management Improvements
Now you can upload files to Object Records the same way as Document Records. We added a feature that allows the activation of Saved Files Property ...
April 2023 Release: UX & Integration Tools Improvements
We made several improvements in April, which led to a smoother and more enjoyable user experience. Keeping up with the latest advancements in UX an...
March 2023 Release: User Onboarding And More
In addition to Workspace Onboarding, we have released a simplified User Onboarding for non-Admin users. Workspace Onboarding will teach your power ...
February 2023 Release: Onboarding 2.0
We love our power users, so we built a brand new comprehensive onboarding for Workspace Administrators to help them understand each Legito componen...
January 2023 Release: QR Code Element & UX Improvements
The QR Code Element can generate QR codes based on the content of the Document created from a Template, including information (data) inserted by th...
December 2022 Release: Default Values and Word Insertion Section
There may be a situation where you need to let users to upload a Word document into a Legito document, typically a technical description or service...
November 2022 Release: Smarter Sharing of Data Between Documents and More
This feature helps you efficiently draft Amendments, Termination Notices, Purchase Orders, and similar documents that share a lot of the same data....
October 2022 Release: Improvements for Document Automation & New API
A new version of our REST API was released that contains a new endpoint POST /document-version/json-integration that supports the new JSON Integrat...
September 2022 Release: Clause Library & No Code JSON Integration
After several months of hard work, we are thrilled to announce that we have released the highly awaited Clause Library that can automatically updat...
August 2022 Release: Sections and More
Legito Templates now contain multiple Sections, similar to sections you will recognize from MS Word or Google Docs documents.
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July 2022 Release: Focus on Advanced Features
Rich Text Element is an area in Your Template where you can create formatted text in the Template Editor as well as in the Document Editor. The goa...
June 2022 Release: Legito Sign
In addition to Legito BioSign, and integrations with various other electronic signature providers such as Adobe Sign and DocuSign, we have now rele...
May 2022 Release: Major Enhancements for Objects
The much-awaited connection between Templates and Objects is here. Up until now, it was possible to manually add options to Questions and Selects b...
April 2022 Release: Workflow for Objects, Bulk Replacement and more
Announcing Legito’s April release, with some powerful enhancements to the template editor and workflow tools, including Workflows for Objects...
March 2022 Release: Six Document Automation Enhancements
In addition to the existing text options, it is also possible to add options that will refer to texts added to different Elements, typically to Tex...
February 2022 Release: CLM Enhancements and Other Improvements
We added the possibility to choose a predefined period in addition to the custom date interval. It applies to all Date properties in Document and O...
January 2022 Release: New Notifications And Five Other Features
The Legito Template Editor contains Ruler to make the setting of margins, indentations, and spacings more convenient.
...Webinars
Free Webinar: Document Optimization: Transform Your Business with Legito (in Spanish only)
Join us for an upcoming Spanish-speaking webinar featuring Andrés Laserna, as we explore the revolutionary potential of Legito in document managem...
Webinar: Self-service in Legito – Help others help themselves
We would like to extend our heartfelt gratitude to each and every one of you for joining us in our webinar featuring the insightful perspectives of...
Webinar: End-to-End Automation of Documents and Procesess in Business
A big thanks to everyone who powered up their legal operations with us and Mark Settle during our webinar! We hope you enjoyed his insights on stre...
Webinar: How to Create Perfect Business Proposals 95% Faster with Legito (in Spanish only)
Thank you to everyone who tuned in to our Spanish webinar! We hope you enjoyed learning about how to craft flawless business proposals 95% faster w...
Webinar: Common Legito Use Cases & Questions
Thank you to all who attended our webinar. We hope you found it informative and gained a deeper understanding of Legito’s features and how th...
Webinar: Document Automation and Legito’s Template Editor (in Spanish only)
Andrés Laserna will walk you through Legito’s new and improved Template Editor features, demonstrating how building templates is now easier ...
2022 Legito Webinar Series
Our 2022 webinar series features organisations small, medium and large – all with useful insights about how they made automation work for the...
Webinar: Automation of Advanced Document-oriented Processes
Thank you to all who attended last week’s webinar. Here, Paul Marlborough demonstrated how to increase your document lifecycle management eff...
Webinar: What’s new in Legito Q4 | 2022
Legito had added more than 45 new features in the last few months. Watch the record of Mark Settle’s webinar to see what they can do for you....
Webinar: Automation of Advanced Use Cases
This time Mark Settle reviews some of the more advanced concepts of automation, including compound conditions, nested repeats, calculations, backgr...
Webinar: Walkthrough from Document to Finished Product
We are confident that Legito’s no-code tools make working quicker and easier, but why not judge for yourself?
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Webinar: What’s new in Legito | Q2 2022
We welcomed a big audience to our webinar reviewing the new features in Legito. For those unable to watch it live, you can watch the full webinar r...
2021 Legito Webinar Series
Our 2021 webinar series featured organisations small, medium and large – all with useful insights about how they made automation work for the...
Webinar: Sharing expertise automation solutions with clients (co-hosting Radius Law)
We talk to the innovative law firm, Radius Law, about clients directly using services powered by automation.
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Webinar: Using Legito to Drive your Documents co-hosting Aber Law Firm
Our co-host and special guest Jeremy Aber discussed how Aber Law’s software licensing attorneys utilize Legito to answer the following questions....
Webinar: Introduction to Legito’s Brand New Smart Document Drafting
President of Legito North America, Mark Settle, hosts our latest webinar, presenting Legito’s new user interface and showcasing the latest develo...
Webinar: Contract Lifecycle Management Automation
Our recent webinar, hosted by Mark Settle, shows how Legito’s proprietary software provides companies with a comprehensive automated document man...
Webinar: Document Automation and Legito Template Editor
Mark Settle, President of Legito North America, takes us on a deep dive through the new and improved Template Editor showing just how much easier i...
Case Studies
Case Study: Significant Process Efficiency Gains realized by Miami Lending Practice
RBI Private Lending is a direct private lender specialized in bridge, fix & flip, and ground-up construction loans for real estate investors.<...
Case Study: Automation of Loan Documentation at International Commercial Lending Firm
ATRAFIN – American Trade & Finance Company, is an international commercial lender, specializing in emerging markets. Atrafin has helped over...
Case study: Leading Area Developer and Construction Company Use Legito to Automate Sales
This innovation project is a collaboration between different companies under the BAM umbrella. Legito is utilized in activities of area and propert...
Case study: Contract Management in the Education sector serving multiple organisations
Educa examines technological developments and links them to quality improvements in compulsory education (primary and lower secondary level).
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Case Study: International Law Firm boosts LegalTech Credentials
Gómez-Pinzón, a Bogotá, Colombia-based law firm, and an Affinitas Alliance member, distinguishes itself from its peers by providing respected co...
Case Study: Document Lifecycle Automation For LegalOps And Procurement In E-commerce Giant
Kiwi.com is a global online travel tech company. Through its online portal provides a fare aggregator, metasearch engine, and booking services for ...
Case Study: Document Automation at Unprecedented Scale
Globally, PricewaterhouseCoopers, one of the Big Four accounting firms ranks as one of the two largest professional services networks in the world....
Case Study: Document Automation In Real Estate Agency
Fincentrum Reality, a real estate company of the Fincentrum & Swiss Life Select, has approximately 150 real estate brokers and 3 in-house lawy...
Case Study: Contract Automation for Procurement Department at a Retail Company
Dafiti is one of the largest e-commerce retail companies in South America and a distributor of over 300 fashion brands.
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Case Study: Implementation Of Document Automation In International Law Firm
Kinstellar is a leading independent law firm in Emerging Europe, Turkey and Central Asia, with offices in Almaty and Nur-Sultan (Kazakhstan), Belgr...
Case Study: Automation Of Legal Ops in Fast Growing Global Company
ScaleFocus is a technology, R&D, and advanced engineering company operating in the USA and Europe. Name: ScaleFocus Website:...
Inside Legito
CLOC EMEA Summit 2023
We’re excited to be a platinum sponsor at this year’s CLOC EMEA Summit in London!
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Legito PowerUp 2023 – What you Missed
The changes since Legito PowerUp 2022 and Legito PowerUp 2023 symbolize what’s been happening at Legito over the last 12 months. So much has happ...
Download the Conference App
Access our conference app to enroll in workshops, engage in interactive sessions by asking questions, and connect with fellow attendees.
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Looking Back and Looking Forwards
It’s time to review 2022. When you see the achievements of 2022, and the momentum of progress during the year, we hope we will inspire you ahead ...
Introducing Legito’s Chief Community Officer
My name is Charles Drayson. I am here to contribute ideas, guidance and news to make Legito work for you. I’ve been a lawyer for nearly 30 years in...
Our ISO/IEC 27001 certificate has arrived!
We are happy to announce that we have been approved by Lloyd’s Register of London to the rigorous international standards for security and quality...
Deloitte partners with Legito to offer document lifecycle automation solutions
Bucharest, 20 April 2021 – Deloitte Romania and Reff & Associates | Deloitte Legal concluded a partnership with Legito, the leading legal-tech...
Mark Settle Appointed As President of Legito North America
Atlanta, Georgia USA, 9 March 2021 -- Legito, global leader in Automated Document Assembly and Lifecycle Management, today announced the appointment...
Summary and Plan for 2021
This year was without a doubt a difficult year for all of us. The global pandemic forced the entire world to adapt and innovate in order to maintain...
Gary Eunson Appointed As New Chief Sales Officer
Edinburg, United Kingdom, 7 September 2020 -- Legito, global leader in Automated Document Assembly and Lifecycle Management, today announced the...
People Of Legito: Jakub Ludwig
At first, I was working for Legito as a subcontractor through a web development agency, but the product was so awesome, in contrast to the projects...
Gartner Digital Markets Awards Legito
These results left us speechless. Based on users' reviews, we received from Gartner Digital Markets the following awards: These results left us...
Legito Remote Workspaces
Legito has always maintained flexible work arrangements. After necessary restrictions were put in place in order to protect the people, and slow...
Summary of 2019
Phew! The last 12 months have been quite a ride! We doubled our team and overcame many obstacles and challenges to reach our 2019 goals. Although it...
Happy to be part of weXelerate
Happy to be part of weXelerate. WeXelerate is a startup & innovation hub with a unique and thriving ecosystem of open innovation on nearly 9000...
Social Responsibility
Corporate Social Responsibility (CSR) is a term used to describe a company’s efforts to maximize their positive impact on communities. Realizing...
Legito opens its gates
Dear friends, It has been two years since our start-up was born. After two years of development we succeeded in developing Legito Editor for cust...
First Year
This week we’ll celebrate our two year anniversary since our founding. Personally, I prefer to write about future plans, but I’ve found some n...
Web Summit 2014: How to move half a year ahead in just three days
Over 65 thousand tweets, 1300 start-ups, one thousand journalists and 22 thousand participants from 100 different countries. Legito participated in...