At the turn of the year, we take stock and focus on the future. At Legito, we believe that the five key trends of 2024 will have a major impact in 2025. Do you agree? Let’s take a look at them together!
Blog
2024 Legito Webinar Series
Discover a year of insights with the Legito 2024 webinar series focused on document automation and practical tips to increase efficiency.
Q3 2024: Next Generation Document Editor
Reflecting on a productive first quarter in 2024, we are delighted to announce the release of our latest features.
Legito Webinar: What’s New in Legito
Join our upcoming webinar with President of Legito North America, Mark Settle, where we’ll dive into the world of integrations within the Legito platform
Bronx DA: Automation of Prosecution
The Office of the Bronx District Attorney is responsible for prosecuting violations of New York State law. Under the leadership of District Attorney Darcel D. Clark, the Bronx District Attorney’s Office keeps our communities safe by “Pursuing Justice with Integrity.”
Q2 2024: Focus on CLM and Integrations
Reflecting on a productive first quarter in 2024, we are delighted to announce the release of our latest features.
AI for CLM & Document Automation
Where does AI bring value and where are its limitations?The current AI hype is different from all the blockchain hype...
Q1 2024: New Integrations, Search & Document Automation Features
Reflecting on a productive first quarter in 2024, we are delighted to announce the release of our latest features.
Webinar: A Guide to Legito’s Integrations
Explore the latest integrations that Legito offers including integrations in Zapier, Salesforce, SharePoint and more in our webinar featuring Mark Settle.
Automation in Government Agencies – Better, Cheaper, Faster
“Better, cheaper, faster…pick any two” used to be the mantra for innovations. The implication is that you cannot have it all. Let’s look at the compelling reasons for government agencies to adopt automation.
Professional Associations – Finding Benefits of Value to All Members
If it was possible to fully automate all the processes and documents pertinent to professional organizations, it would mean the human workers could press a few buttons and get on with their day job. But would it last?
December 2023: Salesforce Integration And More
In our most recent release, our team launched a Legito app in Salesforce that supports all endpoints contained in Legito’s robust REST API. Additionally, the Legito User Interface is now accessible in a variety of languages.
2023 Legito Webinar Series
Explore a year of insights and success with Legito’s 2023 webinars, covering document automation to efficiency tips.
November 2023: Zapier Integration & Dashboard Improvements
We redesigned the default Dashboard for newly created Workspaces. The new Dashboard design is based on your feedback and has been applied to the Widget types released during the last several months.
Webinar: What’s New in Legito 2023
As we near the end of 2023, join us as we review some of the exciting new Legito features released in 2023. We’ll show you how to utilize the new PDF Template type to easily create fillable PDF documents in your Legito Templates.
Case Study: Upright Leverages Smart Technology to Take the Hassle out of Real Estate Funding
Upright is the first and only real estate investment Platform to provide market-leading loans underwritten and originated in-house, easy and comprehensive REI management software, and your next passive investment opportunity.
October 2023 Release: Easier Forms Building And More
To allow our power users to quickly and easily build simple Form Templates in the Template Editor, we added a Quick Actions bar with pre-built blocks.
Webinar: Document Optimization – Transform Your Business with Legito (in Spanish only)
A big thank you to everyone who joined us for our recent webinar. We extend our heartfelt gratitude to Andrés Laserna for generously sharing his insights and knowledge. His document management expertise shines a spotlight on the path to efficiency and productivity.
September 2023 Release: Localization & Template Editor Improvements
Discover new localization settings for workspace and other template editor improvements. Workspace admins can set formats of dates, numbers, and financial values for all Workspace areas.
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!
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.
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 some features of the Legito Workspace.
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 happened, and we could feel the vibe when we got together in Prague last month.
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 Template Suite, hover over the New Template in the Template Suite Administration and choose the PDF option.
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 project in your organization needs to deliver demonstrable benefits.
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 for Object Records.
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 streamlining business operations with Legito automation tools.
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 and integration tools allows us to provide our users with the best possible experience.
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 how we do business. That’s a good thing, isn’t it?
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 with Legito.
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 users (Workspace Administrators) how to customize the Workspace.
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 they can be used to simplify document management processes, improve collaboration, and optimize workflow.
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 existing volumes of data for machine learning and insight.
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 component in detail.
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.
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 project in your organization needs to deliver demonstrable benefits.
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 not seen it, we’ve posted a reminder for the Legito PowerUp 2023 conference.
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. When you are ready to expand from the first project, the Legito platform supports the end-to-end process.
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 the end user.
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, is buying-in goods and services from suppliers.
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 than ever.
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 services associated with more common back-office functions, like HR.
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 humans.
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.
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 specification and export everything as one document.
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 them.
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 of your organisation and your customers and suppliers
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.
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 in January.
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 efficiency, empowering you to work smarter and saving you valuable time in every step of the document lifecycle!
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. This webinar includes a demo of our new Clause Library feature.
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. A free trial is a great way to build confidence that you have selected the correct tool.
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 talk to a citizen developer in terms they both understand.
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 Integrations feature and enhancements for the following endpoints.
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-feel, integrated, and yet ready to be customised for the needs of each team.
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.
Case study: Leading Area Developer and Construction Company Use Legito to Automate Sales
This project is a collaboration of companies under the BAM. Legito is utilized in area and property development, and residential construction.
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 80 clients in nearly 30 countries.
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 update a clause in multiple templates from one place.
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 failures cause many mistakes.