Overview
Use this article to understand what the individual contact page shows in Legl, how to update contact details, and where to view their activity history.
Where to find this
Go to Contacts, search for the individual by name or email address, and select their name to open their contact page.
What you will see
The individual contact page is made up of several sections.
Profile details
The profile panel shows the contact's key information, including their client reference, email address, first, middle and last name, phone number, date of birth and address.
Monitoring
Under the contact's name, Monitoring shows whether Ongoing Monitoring is On or Off for this contact. Select View to open their monitoring.
Visibility
If your firm uses Ethical walls, the contact's visibility setting is shown under the contact's name, next to Visibility: Firm-wide or Restricted. The number on the Restricted badge shows how many users or departments have access. Admins can select Edit to change it. As with any field on the contact page, hover over the Visibility line and select History to open the View history panel, which shows who has access and who changed it.
Risk rating, PEP and sanctions status
The panel on the right shows:
Risk rating: the contact's latest Risk Assessment, its rating and status. Select View to open it, or Start Risk Assessment if there is none yet.
PEP status and Sanctions status: the result from the contact's latest screening and when it was last reviewed. Select Update status to change it.
Activity tab
The Activity tab shows a log of all interactions associated with this contact, including:
Risk Assessments
Engage requests
Pay requests
CDD reports
Payments received
Screenings
Use the search box and the Status, Reviewer and Created by filters to find an item.
Associated contacts tab
The Associated contacts tab shows any other contacts linked to this individual.
What you can do from this page
Start work for this contact from the buttons at the top of the page: Create Engage request, Create Pay request, Take phone payment or Run in person CDD.
Update contact details: click Edit details below the contact details
See how a field has changed: hover over any field, including Visibility, and select History to see each previous and new value. This is separate from the Activity tab, which logs requests, reports, payments and screenings.
Access linked contacts and associated records from the Associated contacts tab
Start a risk assessment for this contact. Select Start Risk Assessment and the contact is selected for you.
Copy a link to this contact to share with a colleague: select the link icon at the top of the page.
Change who can see the contact's Engage workflows: Admins only, if your firm uses Ethical walls. Select Edit next to Visibility. See How to change who can access a contact's Engage workflows.
Important information
If you update a contact's email address, any open requests associated with that contact will be closed. You will need to resend those requests to the updated email address.
If the Start Risk Assessment button is greyed out, you do not have the Start risk assessments permission. Hover over the button to see "You don't have permission to start risk assessments. Ask an admin at your firm to turn this on." Admins can turn it on for a user from Settings > Team & departments > Team > Actions > Edit permissions.
If you need help with a contact record, contact our Support team.
If your firm uses Ethical walls and you do not have access to a contact that has Engage requests, the Activity tab shows "You don't have permission to view these details". See Understanding what users can see with Ethical walls.