As a tech-savvy entrepreneur, you’re always on the lookout for tools that can streamline your business operations. Today, we’re diving into Legitt, a new lifetime deal on AppSumo that promises AI-powered document signing and contract management. But is it the right fit for your business? Let’s break it down.
Introduction [00:00]
Legitt enters the document signing arena with a bold claim: AI-powered contract management. It’s not just another e-signature tool; it’s positioning itself as a comprehensive solution for medium to large businesses. But how does it compare to other recent offerings like Notch? Let’s find out.
Onboarding [00:48]
The onboarding process for Legitt is straightforward, but it immediately hints at the tool’s complexity. You’re asked to choose between creating sales documents or contracts, which suggests a broader scope than simple document signing.
One thing that caught my attention was the integration options presented during onboarding. Legitt shows logos for Salesforce, Oracle, HubSpot, and others, indicating its ambition to play in the enterprise space.
Dashboard [01:56]
Upon entering the main interface, I was surprised to find a full-fledged CRM system. This wasn’t what I expected from a document signing tool, but it could be a bonus for businesses looking for an all-in-one solution.
The CRM features include:
- Lead management
- Opportunity tracking
- Pipeline visualization
While the CRM looks comprehensive, I noticed some user experience issues. For example, you can’t drag and drop items in the pipeline view, which feels like a missed opportunity for intuitive interaction.
Create [03:37]
The document creation process in Legitt is more traditional compared to block-based editors like Notch. You can start with a template or upload your own document, which is great for businesses with existing contract libraries.
Key features of the document editor:
- Template selection
- Custom field insertion
- Variable support for dynamic content
However, I encountered some frustrations with the editor. Placing elements wasn’t as intuitive as I’d like, and some features, like adding comments, didn’t work properly during my test.
Finishing Proposal [07:17]
Once you’ve created your document, sending it out is a quick process. Perhaps too quick – there’s no confirmation screen or preview of the email that will be sent to your client. This lack of a final check could lead to errors if you’re not careful.
Manage [08:07]
The document management system in Legitt is organized into folders for pending and completed documents. It’s a simple but effective way to keep track of your contracts and proposals.
Alerts [08:43]
Legitt has a dedicated alerts section, but I’m not convinced about its placement. Tucked away in its own category, there’s a risk that important notifications could be missed. I’d prefer to see alerts integrated more visibly into the main workflow.
Tasks [09:07]
The task management feature in Legitt is quite robust. You can create general tasks or document-specific tasks, set due dates, and even sync with Google Calendar. This could be useful for keeping track of contract-related action items.
One quirk I noticed was the date format – it’s set to day/month/year, which could be confusing for US-based users. Unfortunately, I couldn’t find a way to change this in the settings.
My Contacts [10:10]
The contacts section seems somewhat redundant given the presence of the CRM. It’s not clear how these two systems interact, which could lead to data inconsistencies if you’re not careful.
Smart Contracts [11:00]
One standout feature of Legitt is its support for smart contracts on the blockchain. While this might be overkill for many small businesses, it could be a significant draw for companies dealing with sensitive or high-value contracts.
Reports & Analytics [11:30]
Legitt offers basic reporting and analytics features, giving you an overview of your document statuses and trends. It’s not the most comprehensive analytics suite I’ve seen, but it should suffice for most users.
Org Settings [11:52]
The organizational settings in Legitt are where its enterprise ambitions really show. You can set up complex approval hierarchies, customize templates, and define company-specific fields and clauses.
This level of customization is impressive, but it may be overwhelming for smaller businesses or those with simpler needs.
Settings [14:19]
Despite the extensive org settings, I couldn’t find a way to change some basic preferences, like the date format mentioned earlier. This oversight could be a real pain point for some users.
Repo Analyzer [14:40]
The repository analyzer is one of Legitt’s AI-powered features, designed to review and categorize your contracts automatically. Unfortunately, I couldn’t get this feature to work properly during my review. The concept is promising, but the execution needs work.
Plans & Pricing [15:44]
Legitt’s pricing structure on AppSumo is, frankly, confusing. There are six tiers available, each offering different combinations of features and usage limits. The plans are divided into three product categories: e-signing, AI features, and the repo analyzer.
While this granular approach might appeal to businesses looking for a very specific feature set, it makes it challenging to quickly understand what you’re getting at each level.
Conclusion [18:30]
After thoroughly testing Legitt, I’ve given it a score of 5/10. Here’s my breakdown:
Pros:
- Comprehensive feature set including CRM, document signing, and smart contracts
- Powerful customization options for larger organizations
- AI-assisted document creation (when it works)
Cons:
- Overwhelming complexity for small to medium businesses
- Some features feel unfinished or buggy
- Confusing pricing structure
Legitt might be a good fit for medium to large businesses that need a highly customizable contract management solution and don’t mind dealing with some rough edges. However, for smaller businesses or those primarily looking for simple document signing, tools like Notch or BreezeDoc might be more appropriate.
As always, I recommend carefully considering your specific needs before jumping on this or any other lifetime deal. While Legitt has potential, its current state may require more patience and technical know-how than some businesses are willing to invest.
FAQ
Q: Is Legitt suitable for small businesses?
A: While Legitt can be used by small businesses, its feature set and complexity are geared more towards medium to large organizations. Smaller businesses might find it overwhelming.
Q: How does Legitt compare to other document signing tools like DocuSign?
A: Legitt offers more features beyond just document signing, including a CRM and smart contracts. However, its core signing functionality may not be as polished as dedicated e-signature tools.
Q: Can I use Legitt for both internal and client-facing documents?
A: Yes, Legitt supports both internal workflows with its organizational settings and client-facing documents with its proposal and contract features.
Q: Is the AI feature in Legitt actually useful?
A: The AI features in Legitt, such as assisted document creation and the repo analyzer, show promise but may need further development to be truly useful for most businesses.
Q: How secure is Legitt for handling sensitive contracts?
A: Legitt offers blockchain-based smart contracts for enhanced security. However, as with any cloud-based service, you should review their security measures and compliance certifications to ensure they meet your specific requirements.
Have more questions about Legitt or other productivity tools? Drop them in the comments below, and don’t forget to check out more reviews at ClientAmp.com!
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