🧩 Template Management
To get started, the Legl team will digitise your existing Client and Matter Risk Assessment templates and configure them with your firm’s risk logic.
We'll work with you to:
✅ Tailor the assessment to reflect your internal policies and risk appetite
✅ Apply automatic risk logic to calculate risk levels based on your inputs
This means:
📊 Risk is assessed consistently across your team
🧠 Risk ratings are auto-generated using your own logic
⚠️ Potential risks are flagged early for mitigation
Need to evolve your risk approach? Templates and logic can be updated at any time.
🚀 Starting a Risk Assessment
You can now start a Risk Assessment from three different areas in Legl:
From the Dashboard
Click Start Risk Assessment from the top of the dashboard
You’ll be guided to select the contact and template
2. From the Risk Assessments Page
Go to Risk Assessments in the side menu
Click Start Risk Assessment in the top-right corner
Select the contact and template to begin
3. From a Contact’s Profile
Go to Contacts and search for the relevant person or business
Click into the record, then select Start Risk Assessment
Whichever route you use, you’ll follow the same process to configure and complete the assessment.
✍️ Completing a Risk Assessment
All questions are typically mandatory to ensure assessments are robust and complete.
Conditional logic has been applied to show only the relevant follow-up questions based on your inputs - streamlining the process.
Once all required information has been entered, click Calculate risk rating to generate a rating based on your configured logic.
You’ll then have the opportunity to outline any risk mitigations before marking the assessment as complete.
👁️ Viewing Risk Assessments
Navigate to the Risk Assessments page to view all assessments.
Use filters to view assessments by status, type, or risk rating.
🔁 Updating a Risk Assessment
To update a completed assessment, open it and click Update Risk Assessment.
This creates a new version, carrying over all previously entered data.
Make your updates, re-calculate the risk rating, and complete the assessment.
You’ll be asked to provide a reason for the update, which is recorded for audit purposes.
All previous versions are stored in the version history, with changes clearly highlighted.
📄 Downloading a Risk Assessment
To download a completed assessment as a PDF, open the assessment and click Download PDF.
Previous versions can also be downloaded from the version history, offering a full audit trail.
❓ Need Help?
If you have any questions or need support, please reach out to your Legl Customer Success Manager or contact our Support Team.