User Guides
Step-by-step instructions for using Legl’s core features.
Legl User Launch GuideThis guide offers a quick overview of essential features, workflows, and tips to help you manage client interactions seamlessly.
What is a WorkflowWorkflows can be designed to mirror your existing processes, delivering them in a faster, more consistent, and streamlined way.
How do I create an Engage request?Creating engage requests for individuals and must-know info to get you started using the platform.
What do I do when an Engage Request is "Ready for Review"?Finding requests Ready for Review & Reviewing CDD reports
How do I assign a reviewer to an Engage Request?Selecting a reviewer for engage requests
How can I share documents with your clients through the Legl workflows?Sending or requesting documents in a standalone workflow
How will my client complete their Standard CDD request?Step by step process for your clients completing their ID verification.
How long does a check take to complete?How long after my client completes the information will the check be ready for me to review?