Webinar: Self-service in Legito – Help others help themselves

Sep 14, 2023 | Webinars

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 Mark Settle and Charles Drayson. We hope you found it as enlightening as we did!

For those who missed it, good news! The recording is now available for you to watch at your convenience.

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 Mark Settle and Charles Drayson. We hope you found it as enlightening as we did!

For those who missed it, good news! The recording is now available for you to watch at your convenience.

More Webinars

2022 Legito Webinar Series

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...

Read More
2021 Legito Webinar Series

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...

Read More

Start Automating Now

Try Legito For Free
Back To Webinars

August 2023 Release: New Features for Power Users

Aug 31, 2023 | New Releases

August 2023 Release: New Features for Power Users

1) Automatic field creation for Legito Sign and DocuSign

To improve use cases where our customers use Document Automation in combination with eSignatures, we added additional annotations (to the existing “LegitoSign”) for Legito Templates that will automatically create the following field types in Legito Sign and DocuSign:

Legito Template Annotation eSignature field type
LEGITOSIGN1 Signature field for the first signatory
LEGITOSIGNNAME1 Name field for the first signatory
LEGITOSIGNTITLE1 Title field for the first signatory
LEGITOSIGNCOMPANY1 Company field for the first signatory
LEGITOSIGNEMAIL1 Email field for the first signatory
LEGITOSIGNDATE1 Date field for the first signatory
LEGITOSIGNTEXTFIELD1 Text (Input) field for the first signatory

All caps are required for these annotations.

For each subsequent signatory, simply increment the number at the end of the annotation. For instance, for the second signatory, it would be LEGITOSIGNDATE2, for the third signatory, it would be LEGITOSIGNDATE3.

Please note that field positioning may not be pixel-perfect. Therefore, we recommend leaving enough space for the fields.

Using white text for the annotations is recommended.

Automatic field creation for Legito Sign

2) More customizations for Push API calls (webhooks)

We have created a customizable headers option for each Push API call (webhook).

You now have the ability to add multiple headers, where each header consists of a Header Name and a corresponding Value.

A Value may contain the variables described below in point 4. If a variable is used, it will be displayed in curly brackets, for example {LEGITO.currentUser.name}.

Custom headers allow you to implement more sophisticated logic and security on the listener’s side.

Customizable header for Push API call

3) Enhanced extraction of data from Legito Documents to Document Records

We have enabled the extraction of data (values) from single-choice Questions and Switchers within Legito Documents into Document Record Properties using Template Tags. More information can be found in the table provided below.

Click here to download PDF.

4) New objects for Scripts

To enhance the functionality of the Scripts attached to Template Tags applied to your Legito Templates, the following new objects are now available for inclusion in your Scripts:

  • documentBuilder.event
  • LEGITO.currentUser
    • Action-triggering User Name: LEGITO.currentUser.name
    • Action-triggering User Email: LEGITO.currentUser.email
    • Action-triggering User ID: LEGITO.currentUser.id
    • Action-triggering User Position: LEGITO.currentUser.position
    • Action-triggering User Custom Data: LEGITO.currentUser.customData

Action-triggering User is a user that performed the action in the Legito’s user interface, for example a user that clicked to the Save button .

  • LEGITO.defaultApiUser objects
    • Default API User NameLEGITO.defaultApiUser.name
    • Default API User Email LEGITO.defaultApiUser.email
    • Default API User ID LEGITO.defaultApiUser.id
    • Default API User Position LEGITO.defaultApiUser.position
      Default API User Custom Data LEGITO.defaultApiUser.customData

Default API User is the user that is defined in the API section of the Workspace Settings.

5) User-Specific Custom Data field

To enable the insertion of non-public, additional information to each user, we added a Custom Data field that can be populated also via the REST API.

User-Specific Custom Data field in Legito

6) Duplication of Styles

For more efficient management of Styles for Legito Templates, we have introduced the option to duplicate an existing Style.

Duplication of Styles for Legito Templates

7) Enhanced Guided Tour Experience

For customers who do not utilize the Document Automation features (automated document templates) in the Legito Workspace, we changed the logic of the Full Guided Tour so that the #tour annotation is not applied to the Template Suite. The guided tour is configured to skip the Document Editor section and proceed directly to the Document Lifecycle Management section.

8) Activation of eSignature providers

In an addition to the Workspace Onboarding, we have introduced the capability to enable or disable eSignatures in the Basic section of the Workspace Settings (available for Workspace Admins only).

Activation of eSignatures

Legito will roll out the new features in the upcoming days to all server locations.

August 2023 Release: New Features for Power Users

1) Automatic field creation for Legito Sign and DocuSign

To improve use cases where our customers use Document Automation in combination with eSignatures, we added additional annotations (to the existing “LegitoSign”) for Legito Templates that will automatically create the following field types in Legito Sign and DocuSign:

Legito Template Annotation eSignature field type
LEGITOSIGN1 Signature field for the first signatory
LEGITOSIGNNAME1 Name field for the first signatory
LEGITOSIGNTITLE1 Title field for the first signatory
LEGITOSIGNCOMPANY1 Company field for the first signatory
LEGITOSIGNEMAIL1 Email field for the first signatory
LEGITOSIGNDATE1 Date field for the first signatory
LEGITOSIGNTEXTFIELD1 Text (Input) field for the first signatory

All caps are required for these annotations.

For each subsequent signatory, simply increment the number at the end of the annotation. For instance, for the second signatory, it would be LEGITOSIGNDATE2, for the third signatory, it would be LEGITOSIGNDATE3.

Please note that field positioning may not be pixel-perfect. Therefore, we recommend leaving enough space for the fields.

Using white text for the annotations is recommended.

Automatic field creation for Legito Sign

2) More customizations for Push API calls (webhooks)

We have created a customizable headers option for each Push API call (webhook).

You now have the ability to add multiple headers, where each header consists of a Header Name and a corresponding Value.

A Value may contain the variables described below in point 4. If a variable is used, it will be displayed in curly brackets, for example {LEGITO.currentUser.name}.

Custom headers allow you to implement more sophisticated logic and security on the listener’s side.

Customizable header for Push API call

3) Enhanced extraction of data from Legito Documents to Document Records

We have enabled the extraction of data (values) from single-choice Questions and Switchers within Legito Documents into Document Record Properties using Template Tags. More information can be found in the table provided below.

Click here to download PDF.

4) New objects for Scripts

To enhance the functionality of the Scripts attached to Template Tags applied to your Legito Templates, the following new objects are now available for inclusion in your Scripts:

  • documentBuilder.event
  • LEGITO.currentUser
    • Action-triggering User Name: LEGITO.currentUser.name
    • Action-triggering User Email: LEGITO.currentUser.email
    • Action-triggering User ID: LEGITO.currentUser.id
    • Action-triggering User Position: LEGITO.currentUser.position
    • Action-triggering User Custom Data: LEGITO.currentUser.customData

Action-triggering User is a user that performed the action in the Legito’s user interface, for example a user that clicked to the Save button .

  • LEGITO.defaultApiUser objects
    • Default API User NameLEGITO.defaultApiUser.name
    • Default API User Email LEGITO.defaultApiUser.email
    • Default API User ID LEGITO.defaultApiUser.id
    • Default API User Position LEGITO.defaultApiUser.position
      Default API User Custom Data LEGITO.defaultApiUser.customData

Default API User is the user that is defined in the API section of the Workspace Settings.

5) User-Specific Custom Data field

To enable the insertion of non-public, additional information to each user, we added a Custom Data field that can be populated also via the REST API.

User-Specific Custom Data field in Legito

6) Duplication of Styles

For more efficient management of Styles for Legito Templates, we have introduced the option to duplicate an existing Style.

Duplication of Styles for Legito Templates

7) Enhanced Guided Tour Experience

For customers who do not utilize the Document Automation features (automated document templates) in the Legito Workspace, we changed the logic of the Full Guided Tour so that the #tour annotation is not applied to the Template Suite. The guided tour is configured to skip the Document Editor section and proceed directly to the Document Lifecycle Management section.

8) Activation of eSignature providers

In an addition to the Workspace Onboarding, we have introduced the capability to enable or disable eSignatures in the Basic section of the Workspace Settings (available for Workspace Admins only).

Activation of eSignatures

Legito will roll out the new features in the upcoming days to all server locations.

More From New Releases

Start Automating Now

Try Legito For Free
Back To New Releases

Legito PowerUp 2023: Fireside chat – Maximizing Automation’s Impact for Business Results

Aug 2, 2023 | WIP

Legito PowerUp 2023: Fireside chat - Maximizing Automation’s Impact for Business Results

Name: California Association of Business Brokers
Website: https://cabb.org/
Industry: Trade

 

More about CABB

Legito PowerUp 2023 Fireside chat - Maximizing Automation’s Impact for Business Results

Name: California Association of Business Brokers
Website: https://cabb.org/
Industry: Trade

 

More about CABB

Background

  • Tawnya had a long career in IT with experience in programming and deploying business applications, so she is well acquainted with the requirements of a good deployment.
  • However, she subsequently became an attorney, which is how she came to have a similarly deep knowledge of the issues faced by CABB members.
  • CABB is an interesting case study because it’s a member organization, which means the organization cannot force members to adopt tools and systems – they must provide tools which demonstrably add value, efficiencies, and help members.
  • The Legito project had to deliver benefits and value.

Background

  • Tawnya had a long career in IT with experience in programming and deploying business applications, so she is well acquainted with the requirements of a good deployment.
  • However, she subsequently became an attorney, which is how she came to have a similarly deep knowledge of the issues faced by CABB members.
  • CABB is an interesting case study because it’s a member organization, which means the organization cannot force members to adopt tools and systems – they must provide tools which demonstrably add value, efficiencies, and help members.
  • The Legito project had to deliver benefits and value.

Vendor Selection Process

  • To date, most of the Legito deployment delivers access to complex forms and agreements.
  • When CABB researched the market, they selected Legito partly because it provides users contextualized guidance.
  • Previously, CABB published guidance notes in PDFs, but some members didn’t read them or didn’t recall them when creating documents.
  • Legito allowed that guidance to be presented to users in real-time and tailored to each question.

Vendor Selection Process

  • To date, most of the Legito deployment delivers access to complex forms and agreements.
  • When CABB researched the market, they selected Legito partly because it provides users contextualized guidance.
  • Previously, CABB published guidance notes in PDFs, but some members didn’t read them or didn’t recall them when creating documents.
  • Legito allowed that guidance to be presented to users in real-time and tailored to each question.

“…Members have been very clear: once you start using this, you never want to go back to static forms…It saves so much time….”

Tawnya Gilreath

M&A Advisor, Director of Forms, California Association of Business Brokers

Implementation

  • CABB members work in a heavily regulated environment and members, especially new members, can find it difficult to keep up with the industry requirements. CABB aims to ease those burdens.
  • The process to guide members through complex documents, and simultaneously re-use data to generate mandatory compliance documents (otherwise easily overlooked), was made simple by applying logic to automate drafting.
  • As well as making tasks more manageable, CABB wanted to reduce errors.
  • The ability to re-use data in multiple documents made it possible to build complete document sets.

Implementation

  • CABB members work in a heavily regulated environment and members, especially new members, can find it difficult to keep up with the industry requirements. CABB aims to ease those burdens.
  • The process to guide members through complex documents, and simultaneously re-use data to generate mandatory compliance documents (otherwise easily overlooked), was made simple by applying logic to automate drafting.
  • As well as making tasks more manageable, CABB wanted to reduce errors.
  • The ability to re-use data in multiple documents made it possible to build complete document sets.

“…We wanted to make things easier, to eliminate errors and eliminate redundant data entry…”

Tawnya Gilreath

M&A Advisor, Director of Forms, California Association of Business Brokers

Results
  • As Tawnya looks to the future, she observed that Legito has made it possible to capture and retain institutional knowledge which can be passed to future committee and Board members.
  • The steady flow of new features (for example, the clause library utility introduced in the last year) provided reassurance that Legito was the tool they could deploy for the long term.
  • The positive members’ response to the automated forms has prompted the CABB Board to request widening the scope of Legito to optimize other tasks for the Association.
  • Tawnya’s experience instilled the importance of providing good training and resources for new users. She created a series of YouTube videos explaining how the tools worked.
  • Tawnya believes the YouTube videos were a great resource for any members who were either technology-challenged or adverse to the risks of change.

Results

  • As Tawnya looks to the future, she observed that Legito has made it possible to capture and retain institutional knowledge which can be passed to future committee and Board members.
  • The steady flow of new features (for example, the clause library utility introduced in the last year) provided reassurance that Legito was the tool they could deploy for the long term.
  • The positive members’ response to the automated forms has prompted the CABB Board to request widening the scope of Legito to optimize other tasks for the Association.
  • Tawnya’s experience instilled the importance of providing good training and resources for new users. She created a series of YouTube videos explaining how the tools worked.
  • Tawnya believes the YouTube videos were a great resource for any members who were either technology-challenged or adverse to the risks of change.

Start Automating Now

Try Legito For Free

July 2023 Release: Enhanced Legito Sign & Free Workspace

Jul 31, 2023 | New Releases

July 2023 Release: Enhanced Legito Sign & Free Workspace

1) Legito Sign Enhancements

We have released a new version of Legito Sign with the following new features:

Easier signatures for Legito Users

Users can sign documents with Legito Sign directly from their Workspace. No need to go to the inbox. Also, if a signed-in Legito user clicks the Sign button in the email, the user will stay signed-in when signing the document.

Start Signature Process from the Manage Signatures section

From now on, it’s possible to start the signature process from the Manage Signatures section. Click the Start Signatures button, upload the document and define Signatories.

PDF certificate document

In addition to the certificate embedded into the PDF documents signed with Legito Sign, you can download a separate PDF document with confirmation of successful signatures.

Manage Signatures Widget on Dashboard

There is a new Dashboard widget type bringing core parts of the Manage Signatures section to the Dashboard.

Top Menu of the Legito Sign editor

The top menu in the Legito Sign editor now contains a left menu bar with other workspace areas, and the My Account dropdown on the right.

2) 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 some features of the Legito Workspace. It’s free now and forever.

Our Free plan permits unlimited document signatures with Legito Sign, document lifecycle management (including customizable workflows and approvals), our tool for building custom applications (Objects), customizable Dashboard, and more. See the Complete Features List on our Pricing page.
Based on the number of features involved in our Free plan, we strongly believe that our Free Workspace is by far the best free solution for document lifecycle management, contract lifecycle management (CLM) and electronic signatures.

If you sign-up for a Legito trial, all Legito Workspace features will be available during the 30 day trial period. A Free plan will be automatically assigned to your Workspace after the trial period. It is always possible to upgrade your Free plan to any paid subscription plan.

Legito will roll out the new features in the upcoming months to all server locations.

July 2023 Release: Enhanced Legito Sign & Free Workspace

1) Legito Sign Enhancements

We have released a new version of Legito Sign with the following new features:

Easier signatures for Legito Users

Users can sign documents with Legito Sign directly from their Workspace. No need to go to the inbox. Also, if a signed-in Legito user clicks the Sign button in the email, the user will stay signed-in when signing the document.

Start Signature Process from the Manage Signatures section

From now on, it’s possible to start the signature process from the Manage Signatures section. Click the Start Signatures button, upload the document and define Signatories.

PDF certificate document

In addition to the certificate embedded into the PDF documents signed with Legito Sign, you can download a separate PDF document with confirmation of successful signatures.

Manage Signatures Widget on Dashboard

There is a new Dashboard widget type bringing core parts of the Manage Signatures section to the Dashboard.

Top Menu of the Legito Sign editor

The top menu in the Legito Sign editor now contains a left menu bar with other workspace areas, and the My Account dropdown on the right.

2) 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 some features of the Legito Workspace. It’s free now and forever.

Our Free plan permits unlimited document signatures with Legito Sign, document lifecycle management (including customizable workflows and approvals), our tool for building custom applications (Objects), customizable Dashboard, and more. See the Complete Features List on our Pricing page.
Based on the number of features involved in our Free plan, we strongly believe that our Free Workspace is by far the best free solution for document lifecycle management, contract lifecycle management (CLM) and electronic signatures.

If you sign-up for a Legito trial, all Legito Workspace features will be available during the 30 day trial period. A Free plan will be automatically assigned to your Workspace after the trial period. It is always possible to upgrade your Free plan to any paid subscription plan.

Legito will roll out the new features in the upcoming months to all server locations.

More From New Releases

Start Automating Now

Try Legito For Free
Back To New Releases

Legito PowerUp 2023: Stewart McKelvey’s Document Automation Journey

Jul 20, 2023 | PowerUp 2023, Success Stories

Legito PowerUp 2023: Stewart McKelvey’s Document Automation Journey

Name: Stewart McKelvey
Website: https://www.stewartmckelvey.com/
Industry: Legal
Employees: 550

 

More about Stewart McKelvey

Legito PowerUp 2023 Stewart McKelvey’s Document Automation Journey

Name: Stewart McKelvey
Website: https://www.stewartmckelvey.com/
Industry: Legal
Employees: 550

 

More about Stewart McKelvey

Key Improvements

Documents Automated

Practice Areas

Documents Created in Pilot Alone

Pages Automated

Key Improvements

Documents Automated

Practice Areas

Documents Created in Pilot Alone

Pages Automated

Background

  • Paul opened our Legito PowerUp 2023 User Conference with an informative discussion about his experiences with process automation in general, since assuming the role of Practice Innovation Partner (now Chief Innovation Officer) at Steward McKelvey in 2015, and, in particular, with Legito, since initiating a firm-wide implementation starting in 2022 with a staff of 250 lawyers and 300 support personnel.
  • The firm recognizes the changing landscape for Law Firms as it relates to traditional fee models and the need for technology innovation to drive greater efficiencies.
  • Paul was candid about sharing lessons learned from tech-based initiatives that didn’t always go well. For instance, a failed implementation of a practice management system – nicknamed Voldemort, the system never to be named, in his words, and how it shaped their approach to innovation.

Background

  • Paul opened our Legito PowerUp 2023 User Conference with an informative discussion about his experiences with process automation in general, since assuming the role of Practice Innovation Partner (now Chief Innovation Officer) at Steward McKelvey in 2015, and, in particular, with Legito, since initiating a firm-wide implementation starting in 2022 with a staff of 250 lawyers and 300 support personnel.
  • The firm recognizes the changing landscape for Law Firms as it relates to traditional fee models and the need for technology innovation to drive greater efficiencies.
  • Paul was candid about sharing lessons learned from tech-based initiatives that didn’t always go well. For instance, a failed implementation of a practice management system – nicknamed Voldemort, the system never to be named, in his words, and how it shaped their approach to innovation.

Vendor Selection Process

  • Finding the right time to transition to new technology
  • Clarifying ownership, and funding appropriately
  • Listening early and often to stakeholders
  • Involving users early
  • Clearly defining required features
  • Recognizing the need for change management
  • Showcasing success
  • Embracing continuous improvement

The process identified Legito as the front runner from a list of competing solutions, partly because they wanted a solution that was tightly integrated with other Stewart McKelvey resources, and they wanted users to have an intuitive route to getting work done.

Vendor Selection Process

  • Finding the right time to transition to new technology
  • Clarifying ownership, and funding appropriately
  • Listening early and often to stakeholders
  • Involving users early
  • Clearly defining required features
  • Recognizing the need for change management
  • Showcasing success
  • Embracing continuous improvement

The process identified Legito as the front runner from a list of competing solutions, partly because they wanted a solution that was tightly integrated with other Stewart McKelvey resources, and they wanted users to have an intuitive route to getting work done.

“Develop a culture of continuous improvement, learning and change to respond to the evolving expectations of our clients.”

The Stewart McKelvey Practice Innovation strategy

Implementation

  • Paul has a simple approach to prioritising automation projects: start with projects that have the biggest impact and the lowest difficulty.
  • They find this is the best way to minimize resistance to innovation. There will always be some people more reluctant than others.
  • Legito was not their first document automation product. They already had some templates.
  • They used Legito consultants to convert the legacy templates for use with Legito – it made sense beginning with documents that had already been pre-vetted for automation.

Implementation

  • Paul has a simple approach to prioritising automation projects: start with projects that have the biggest impact and the lowest difficulty.
  • They find this is the best way to minimize resistance to innovation. There will always be some people more reluctant than others.
  • Legito was not their first document automation product. They already had some templates.
  • They used Legito consultants to convert the legacy templates for use with Legito – it made sense beginning with documents that had already been pre-vetted for automation.

User Onboarding

  • Through the Firm’s Smartnet intranet system, every Stewart McKelvey lawyer has access to tools customized to that lawyer’s practice area. Lawyers did not have the frustration of navigating through numerous clicks and screens to reach materials relevant to them.
  • Stewart McKelvey is expanding the templates available to lawyers over time, encouraging early adopters willing to work with the innovation team.

User Onboarding

  • Through the Firm’s Smartnet intranet system, every Stewart McKelvey lawyer has access to tools customized to that lawyer’s practice area. Lawyers did not have the frustration of navigating through numerous clicks and screens to reach materials relevant to them.
  • Stewart McKelvey is expanding the templates available to lawyers over time, encouraging early adopters willing to work with the innovation team.

Results

  • The firm has systems for measuring lawyer contributions and they started automating in practice areas where lawyers were seeing a steady decline in realization (the proportion of legal work that gets billed rather than written off or discounted).
  • The Trust & Estates team was one of the early candidates for automation. Realization rates have gone up by approximately 15% – even before a full launch.
  • Paul emphasized the principles required for successful projects can be well known, and yet project implementation and product adoption can drift into situations where the team fails to heed good practice.
  • Sometimes it takes a story like Paul’s to remind us that failed projects happen, but significant economic benefits flow and increase when there is a strategy and a methodology to execute for effective product evaluation, selection and implementation.

Results

  • The firm has systems for measuring lawyer contributions and they started automating in practice areas where lawyers were seeing a steady decline in realization (the proportion of legal work that gets billed rather than written off or discounted).
  • The Trust & Estates team was one of the early candidates for automation. Realization rates have gone up by approximately 15% – even before a full launch.
  • Paul emphasized the principles required for successful projects can be well known, and yet project implementation and product adoption can drift into situations where the team fails to heed good practice.
  • Sometimes it takes a story like Paul’s to remind us that failed projects happen, but significant economic benefits flow and increase when there is a strategy and a methodology to execute for effective product evaluation, selection and implementation.

Start Automating Now

Try Legito For Free