Overview
Legl provides a fully searchable database of all individual, business, trust, and vessel contacts your firm has previously interacted with. You can search for a contact from the Contacts page, or find them through Engage or Pay depending on what you need.
This is useful when you need to check a client's profile, review previous activity, or start a new request for an existing client.
How to search for an existing contact
Navigate to Contacts from the left-hand menu.
Use the search bar at the top of the page to search by name, email address, or client reference number.
To narrow your results, use the filter to select a contact type:
Individuals
Businesses
Trusts
Vessels.
Select the contact you are looking for to open their profile.
Other ways to find a contact
From Engage
Navigate to Engage, then Individuals.
Click into the search bar and type the name of the contact.
Any previous workflows sent to that client will appear in the table below.
Select the contact name to open their profile.
From Pay
Navigate to Pay, then Transactions.
Click into the search bar and type the name of the client.
Any previous transactions for that client will appear in the table below.
Select the client name to open their profile.
What happens next
Once you open a contact's profile, you can:
View their Overview, including their contact or business details
Review their Activity tab for open and completed requests, CDD reports, and payments
Start a new Engage or Pay request directly from their profile
Important information
The Contacts page shows all contacts your firm has interacted with through Legl, regardless of which product was used.
You can filter by contact type (Individuals, Businesses, Trusts, or Vessels) to narrow your results.
Searching from Engage or Pay will only show results relevant to that product.
You can search by name, email address, or client reference number from any of these search points.