Legito

TL;DR

No-code automation platform designed for back-office teams to streamline document lifecycle management, automation, and custom app building
Offers end-to-end CLM with auto-routing, approvals, collaboration, and legally binding e-signatures
Ideal for legal, procurement, HR, operations, sales, and finance teams in enterprises and growing businesses
Trusted by over 400,000 users including PwC, Deloitte Legal, Societe Generale, and NYC District Attorney's Office

What is Legito

Legito is a comprehensive no-code automation platform that revolutionizes how businesses handle document lifecycle management, automation, and custom application development. As an enterprise-grade workspace solution, it enables back-office teams across legal, procurement, HR, operations, sales, and finance departments to automate complex document workflows without writing code. The platform combines document automation with approval workflows, collaboration features, and legally binding electronic signatures, addressing the critical need for digital transformation in document-heavy business processes. Legito empowers organizations to reduce manual work, eliminate errors, and accelerate operations while maintaining compliance and control over their document processes.

Key Features

Document Lifecycle Management: Complete end-to-end CLM capabilities with automated routing, multi-stage approvals, real-time dashboards, and collaborative tools that enable teams to manage documents from creation to archival efficiently.
No-Code Document Automation: Create sophisticated, interactive documents using unique templates that leverage inserted data dynamically, allowing even complex documents to be automated without programming skills.
Custom Application Builder: Build enterprise-grade applications tailored to specific departmental needs using no-code tools, enabling citizen developers to create solutions in a fraction of traditional development time.
Legito Sign: Enterprise-level secure electronic signature solution that's legally binding and comes at no additional fee, making remote business transactions seamless and authenticated.
Intelligent Workflows: Design and deploy complex approval workflows with conditional logic, automated notifications, and role-based access controls to ensure compliance and efficiency.
Data Integration & APIs: Robust integration capabilities including REST API, webhooks, and pre-built connectors for popular platforms like Salesforce, SharePoint, and Zapier.
Template & Clause Library: Centralized repository for maintaining standardized templates and reusable clauses, ensuring consistency and compliance across all documents.
Advanced Analytics & Reporting: Real-time dashboards and customizable reports providing insights into document status, workflow efficiency, and team performance metrics.

Who is Legito for?

Legal Operations Teams: In-house legal departments and law firms seeking to automate contract creation, manage legal workflows, and scale their expertise across the organization
Procurement & Sourcing Professionals: Teams managing supplier contracts, purchase orders, and vendor agreements who need streamlined approval processes and document control
HR & Staffing Departments: Human resources professionals handling employee onboarding documents, contracts, policies, and compliance documentation at scale
Finance & Accounting Teams: Financial professionals managing loan documentation, invoices, financial agreements, and audit trails with data-rich automation needs
Sales Operations: Sales teams requiring quick proposal generation, contract customization, and e-signature capabilities to close deals faster
IT & Operations Managers: Technology teams seeking to deliver internal services efficiently while reducing manual errors and supporting digital transformation initiatives
Enterprise Organizations: Large companies with 1000+ employees needing unified document automation across multiple departments with enterprise-grade security
Mid-Size Businesses: Growing companies (100-1000 employees) looking to scale operations without proportionally increasing headcount
Professional Service Firms: Consulting firms, accounting practices, and other service providers needing to automate client-facing documentation

Key Use Cases & Applications

Contract Lifecycle Management: Automate the entire contract process from template selection through negotiation, approval, execution, and renewal tracking for legal and procurement teams
Employee Onboarding Automation: Streamline HR processes by automatically generating employment contracts, policy acknowledgments, and compliance documents based on role and location
Loan Documentation Processing: Financial institutions can automate loan agreements, approval workflows, and compliance documentation while maintaining accuracy and reducing processing time
Sales Proposal Generation: Create dynamic sales proposals that automatically populate pricing, terms, and product specifications based on CRM data and approval hierarchies
Vendor Management Workflows: Procurement teams can automate supplier onboarding, contract renewals, and performance evaluations with integrated approval chains
Regulatory Compliance Documentation: Generate and manage compliance documents with version control, audit trails, and automated updates based on regulatory changes
Real Estate Transaction Management: Automate property agreements, lease documents, and closing paperwork with sequential approval workflows and e-signature collection
Professional Services Engagement: Consulting and accounting firms can standardize client engagement letters, statements of work, and project documentation

Pros

True no-code platform that enables business users to create sophisticated automations without IT dependency, significantly reducing implementation time and costs
Generous free forever plan includes unlimited documents and signatures, making it accessible for small teams to start and scale gradually
Comprehensive all-in-one solution combining document automation, CLM, e-signatures, and custom app building eliminates the need for multiple tools
Enterprise-grade security with ISO 27001 and ISO 9001 certifications, ensuring compliance with strict data protection requirements
Proven track record with major enterprises including Big 4 firms, demonstrating scalability and reliability for mission-critical operations
Rapid deployment and ROI with implementations typically showing results within weeks rather than months
Strong integration ecosystem with native connectors and robust APIs enabling seamless connection to existing business systems

Cons

Template design limitations - Complex document formatting and highly customized layouts may require workarounds compared to traditional document editors
Data migration complexity - Moving large volumes of existing documents and workflows from legacy systems can be time-consuming and may require professional services
Pricing jump between tiers - The gap between free and team plans ($1,200/month) may be steep for small to mid-size teams needing API access or SSO

Pricing Info

Free Forever Plan - $0/month

Unlimited Documents
Document Workflow & Approvals
Unlimited Signatures
Custom Document Overview
File Storage
Dashboards
Kanban & Grid Views
Custom Application Builder
User Management

Team Plan - $1,200/month

Everything in Free plan plus:
Unlimited Templates
Clause Library
Document Collaboration
Unlimited Workflows
Guest Access
REST API
Single Sign-on
Premium Support & Onboarding Hypercare

Custom Plan - Custom Pricing

Everything in previous plans plus:
Advanced Integration Tools
Developer Tools
Unlimited API calls
Unrestricted Guest access
Custom Workspace Limits
Custom SLA
Tailored Training
Enterprise Support

FAQs

How does Legito differ from traditional document management systems?

Unlike traditional document management systems that primarily focus on storage and retrieval, Legito combines document automation, workflow management, and no-code app building in one platform. It enables users to create intelligent, interactive documents that automatically adapt based on input data, automate complex approval workflows, and build custom applications without coding. This comprehensive approach eliminates the need for multiple tools and allows business users to create sophisticated solutions independently.

What level of technical expertise is required to use Legito effectively?

Legito is designed for business users with no coding experience. Basic document creation and workflow setup can be learned within hours through their self-service courses and video tutorials. However, maximizing the platform's potential with complex conditional logic, advanced integrations, and custom application building may require dedicated training time. Legito offers professional services and implementation partners to help organizations deploy more sophisticated solutions.

Can Legito integrate with our existing business systems?

Yes, Legito provides multiple integration options including pre-built connectors for popular platforms like Salesforce, Microsoft SharePoint, and Zapier. For custom integrations, the platform offers REST APIs and webhooks (available in paid plans). The system can pull data from and push data to external systems, enabling seamless workflow automation across your technology stack.

How secure is Legito for handling sensitive business documents?

Legito maintains enterprise-grade security with ISO 27001 and ISO 9001 certifications. The platform includes features like role-based access controls, audit trails, data encryption in transit and at rest, and the option to choose server locations (US, Germany, Canada, or Australia). These security measures make it suitable for industries with strict compliance requirements including financial services, healthcare, and government sectors.

Is the free plan truly free forever, and what are its limitations?

Yes, Legito's free plan is genuinely free forever with no time limits. It includes unlimited documents, signatures, and basic automation features. However, it lacks advanced capabilities like API access, Single Sign-On (SSO), unlimited templates, clause libraries, and premium support. Organizations typically start with the free plan to test the platform and upgrade when they need enterprise features or have scaling requirements.

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