Overview of Customisable Forms
Legl’s Customisable Forms streamline information gathering by integrating digital forms into client workflows. These forms can be used at any stage of the client lifecycle to enhance efficiency and accuracy.
Using Legl’s workflow builder, you can add multiple Customisable Forms to new or existing workflows, capturing essential data alongside processes like client due diligence, source of funds verification, and payments.
Common Use Cases for Customisable Forms
New Client Questionnaire: Gather essential client information to understand their background and reasons for engagement.
Enhanced Due Diligence: Collect additional details from high-risk clients to support AML compliance.
Matter Information Collection: Expedite casework by ensuring all necessary information is readily available.
Source of Wealth Questionnaire: Verify asset accumulation for high-risk transactions.
Business Due Diligence: Capture complete company information for consistent regulatory compliance.
Client Feedback Surveys: Measure client satisfaction and support accreditation requirements.
Consent Collection: Use confirmation checkboxes for policy acknowledgments, terms agreement, or marketing consent.
How to Create a Customisable Form
Note: Administrator permissions are required to create and edit workflows.
Log in to your Legl account: Legl Login
Navigate to Engage > Workflows.
Create a new workflow or edit an existing one.
Tip: Clone an existing workflow to build your form separately before going live.
Click Add step, then select Customisable Forms.
Choose an element type from the Type dropdown menu.
Enter a Form Title (ensure unique titles for clarity).
Add form fields:
Field title (e.g., “Please detail your source(s) of wealth”).
Optional description, helper text, paragraph, or statement.
Select Mark as optional if applicable.
Click Add new element to include additional fields.
Use Preview to visualize the client’s perspective.
Click Add to workflow to save.
When satisfied, select Submit workflow.
Once saved, the form can be sent as part of an Engage Request.
Client Experience
Clients receive a firm-branded link via an Engage Request. They can complete the form on any device, with auto-save functionality allowing them to pause and return later.
Reviewing Submitted Forms
Once a client submits a Customisable Form, you can access it through the Engage Request:
Navigate to Engage > Individuals.
Click View next to the relevant request.
Completed steps will be marked with a green tick, even if other steps in the workflow are still pending.
When the client completes all workflow steps and clicks Submit, the designated Reviewer at the firm will receive an email notification. At this point, the entire workflow will be available for review.
During the review, you will see the client's details, automatically retrieved from their Contact record in Legl. Below this, all form fields and responses will be displayed in sequential order for easy reference.
Example Questions for Custom Forms
Client Intake
What is your preferred contact method?
What is your occupation?
What is your National Insurance number?
Do you wish to receive SMS/email updates?
AML Compliance
Provide details of your accumulated wealth.
Do you receive trust income?
Are there third parties involved in your transaction?
Client Feedback
How would you rate our service (1-10)?
Would you recommend us to others?
Example client-facing “Source of wealth form” combined with other workflow steps
Client Consent
I confirm that the information provided is correct.
I consent to receiving marketing communications.
FAQs
Can I download a completed form? Yes, open the request and use the Download button to export it as a PDF.
Can I mark fields as optional? Yes, select Mark as optional when adding a field.
Is there a limit on the number of fields? No, but for long forms, consider breaking them into multiple sections.
Can clients save and return later? Yes, all entered data is auto-saved across devices.
Video Tutorial How-To's
Overview of Custom Forms: How to set up each step
Client view: Requesting information from clients with Custom Forms
Still have questions?
If you have any further questions about Customisable Forms, please contact Legl Support Team.