With Contacts, you can see your firm’s previous interactions with individual clients, and get visibility over completed due diligence and requested payments.

You can find Contacts within the left-hand menu in your Legl dashboard. Contacts provides a searchable database of all individual clients that you have previously interacted with through Legl.

Within each contact profile, you can see client information including name, email address and date of birth.

The Overview tab displays recent activity, including any recent payments or onboarding workflows. You can also view data insights, including a date stamp for your contact’s last activity. If you have Pay, you can also see each contact's average time to pay, and the total amount paid to date.

The Activity tab shows you any open activities for that contact, including any engage or pay requests that are currently being completed by your client.

You can also view other activities to see a complete audit log of your firm’s interactions with a contact. Clicking on any activity card will open the request, where you can view more information.