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Getting Started with Legl
New to Legl or looking for a refresher? Start here.
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How to log into your Legl account
Running a successful launch with Legl at your firm
How your data is protected by Legl
Checkout Query Parameters Help Article
How to invite new users and manage their access permissions
Passing costs to clients
MLRO Dashboard
How to add your branding to Legl
How to create a new contact?
What is Contacts?
How do I search for an existing contact?
How to view all activities of a contact?
How to see the edit history of a contact?
How to manage permissions for Contacts?
How to update the email address for a contact?
How to create and manage Workflows
How to share documents with your clients through the Legl workflows
How do I assign a reviewer to an Engage Request?
What do I do when an Engage Request is "Ready for Review"?
How long does a check take to complete?
Getting started guide for Legl workflow users