Client portal
One secure place for your engagement.
Clients of Legatis use the portal to see where their engagement stands, provide the documents we need, and receive our work.
Document checklistEvery document we need from you and why it is needed. Upload it once; we review it and accept it or ask for a revision.
Engagement timelineEach stage of the work, what happens in it, what we need from you and who is involved.
Updates from usDated notes on where things stand, so you always have the current picture.
Documents from usYour Fee Letter, analysis and packages, ready to download.
Lender profilesWhat each lender in your process finances, how its credit committee thinks and what to expect.
Access and auditSign-in by email code and password. Every view, upload and download is logged.
Sign in
The portal opens in a secure session. You will be asked to confirm your email with a one-time code, then sign in with your portal credentials.
Go to the Client Portal
Not yet a client?
Portal access is provided at the start of an engagement. To discuss working with Legatis, please contact us.
Access is limited to authorized clients and partners. Client documents are stored on Legatis infrastructure in Canada. All activity is logged.