Overview
A contact profile in Legl stores all previous activity and client data for each individual or business you work with. You can create a new contact manually from the Contacts area, or at the point of sending a pay or engage request.
How to create a new contact manually
Open the Create contact panel using one of the following options:
Via Quick Actions: select Quick Actions at the top of the screen, then select Create a new contact
Via Contacts: go to Contacts, then select Create an individual or New business search at the top of the screen
Select the contact type: Individual, Business, Trust, or Vessel.
Enter the details for the contact type selected:
Individual — email, first name, last name, middle name (optional), client reference (optional)
Business — company name, company number (optional), country. Select Start company search to search for an existing business, or Add details manually to enter them directly
Trust — trust name, client reference (optional), matter reference (optional), jurisdiction (optional), tax reference (optional)
Vessel — vessel name, IMO number (optional), country (optional), client reference (optional)
Select Create contact, Create trust, or Create vessel depending on the contact type.
Other ways to create a contact
Contacts can also be created automatically in two ways when working with requests.
When sending a pay or engage request
Begin creating your pay or engage request and enter the client's email address. Legl will check whether a contact profile already exists.
If a profile already exists, select Select contact to auto-fill their details, or View contact to check their details first.
If no profile exists, continue entering the client's details under Contact details and complete the request as usual.
When searching a business and generating a company report
When you search for a business and generate a company report in Legl, a business contact profile is created automatically. You do not need to create the contact manually beforehand.
What happens next
After creating the contact, the new profile is added immediately and is accessible from the Contacts dashboard.
If a contact is created during a request, their profile will be available under Contacts once the request has been successfully submitted.
If a contact is created via a business search and company report, their profile will be available under Contacts once the report has been generated.
Important information
Legl supports four contact types: Individual, Business, Trust, and Vessel.
If a contact profile already exists for an email address, Legl will prompt you to select it rather than creating a duplicate.