In this article we will cover:
How do I find requests Ready for Review?
When a client completes an Engage Request, you will receive an email notifying you that it's "Ready for Review".
Log into your dashboard (account.legl.com) and navigate to the Engage request.
You'll see the request is marked as "Ready to Review" in your dashboard, and you will be able to see a summary of the client submission by clicking the arrow on the right hand side of the request
How do I review the request?
To review the check thoroughly in line with your firm's risk based process, click "Review" in the Actions column of the table to open a full view of the report.
We will indicate if there are any areas to Consider, or else we will return the results as Clear.
When you have completed your review, and have identified any next steps, tick the "Reviewed" box and click Submit. If your firm requires you to get a report cleared by a colleague, you can assign a new reviewer to the engage request from the review window by selecting "change reviewer".
As a final step, most firms choose to download the report and save it into their PMS. You can download a PDF of the report by clicking Download in the actions column.
For further assistance, please contact us at [email protected].