With Contacts, you can:
See your firm’s previous interactions with clients
Get visibility over completed due diligence
Track requested and completed payments
You can access Contacts from the left-hand menu in your Legl dashboard. It provides a searchable database of all individual and business clients your firm has interacted with through Legl.
What kind of information can I see in Contacts?
Within each contacts profile, you can see client information including name, email address, client reference, address and their monitoring status.
Once you select an contact, you'll be taken to the Overview tab. This tab displays recent activity, such as payments and onboarding workflows. You’ll also find key data insights, including the date of the contacts last activity. If you have Pay, you can see each contacts average payment time and the total amount paid to date.
The Activity tab shows all open activities related to the entity, including any Engage or Pay requests that your client is currently completing.
You can also view a full audit log of your firm’s interactions with the entity. Click on any activity card to open its details.
How to connect an individual contact to a business contact
You can connect individual clients to the businesses they are associated with. This creates a complete overview of their relationships and activities.
Go to the Business Page of the company you want to update.
Select the Associated Contacts tab.
Click Add Associated Contact.
Fill in the form:
Name of the individual
Relationship (e.g. Director, Shareholder, PSC)
Ownership percentage (optional)
Click Add Associated Contact to save.
✅ The contact will appear in the Associated Contacts list for the business.
✅ The business will also appear on the individual’s contact profile, giving you a full view of all companies they are connected to.