Overview of Customisable Forms
Legl's Customisable Forms streamline information gathering by integrating digital forms into client workflows. These forms can be used at any stage of the client lifecycle to enhance efficiency and accuracy.
Using Legl's workflow builder, you can add multiple Customisable Forms to new or existing workflows, capturing essential data alongside processes like client due diligence, source of funds verification, and payments.
Before you start
Administrator permissions are required to create and edit workflows.
Common Use Cases for Customisable Forms
New Client Questionnaire: Gather essential client information to understand their background and reasons for engagement.
Enhanced Due Diligence: Collect additional details from high-risk clients to support AML compliance.
Matter Information Collection: Expedite casework by ensuring all necessary information is readily available.
Source of Wealth Questionnaire: Verify asset accumulation for high-risk transactions.
Business Due Diligence: Capture complete company information for consistent regulatory compliance.
Client Feedback Surveys: Measure client satisfaction and support accreditation requirements.
Consent Collection: Use confirmation checkboxes for policy acknowledgments, terms agreement, or marketing consent.
How to create a customisable form
Log in to your Legl account
Navigate to Engage > Workflows.
Create a new workflow or edit an existing one.
Tip: Clone an existing workflow to build your form separately before going live.
Click Add step, then select Customisable Forms.
Choose an element type from the Type dropdown menu.
Enter a Form Title (ensure unique titles for clarity).
Add form fields:
Field title (e.g., "Please detail your source(s) of wealth").
Optional description, helper text, paragraph, or statement.
Select Mark as optional if applicable.
Click Add new element to include additional fields.
Use Preview to visualize the client's perspective.
Click Add to workflow to save.
When satisfied, select Submit workflow.
Once saved, the form can be sent as part of an Engage Request.
Available answer types
Client Experience
Clients receive a firm-branded link via an Engage Request. They can complete the form on any device, with auto-save functionality allowing them to pause and return later.
FAQs
Can I mark fields as optional? Yes, select Mark as optional when adding a field.
Is there a limit on the number of fields? No, but for long forms, consider breaking them into multiple sections.
Can clients save and return later? Yes, all entered data is auto-saved across devices.