Overview
Legl Insights is a reporting area within Legl that gives your firm visibility into compliance activity, onboarding performance, payment data, and billing. It includes a set of dashboards designed for different roles and use cases, from MLRO oversight to workflow analytics.
What you can use Legl Insights for
Monitor CDD compliance status across your entire client base
Track Engage Individual and Business workflow performance and completion rates
Identify clients with outstanding, expired, or flagged checks
Review PEP matches, high-risk country exposure, and long-running Engage requests
Understand team and client behaviour across onboarding workflows
Track payment volume, total amount collected, and average time to pay
Understand how clients are making payments, including checkout route and digital wallet usage
Export Engage usage data for invoice reconciliation or disbursement tracking
Download reports for internal reviews or audit preparation
How Legl Insights works
Legl Insights pulls together data from across your firm's activity in Legl and presents it in a set of dashboards. Each dashboard focuses on a specific area:
Pay — payment activity across your firm, including volume, total amount collected, and average time to pay.
Engage Individuals — workflow performance and activity for individual onboarding.
Engage Businesses — workflow performance and activity for business onboarding.
Compliance / MLRO Oversight — compliance monitoring across your firm, including a risk summary view and a full audit and CDD history for every client.
Engage Billing — a line-by-line usage breakdown of completed Engage requests, exportable for invoice reconciliation or disbursement tracking.
The dashboards update automatically as activity occurs in Legl. No manual input is required to generate reports. You can filter most views by date range, department, or workflow type, and download data directly from each dashboard.
Where to find Legl Insights
Select Insights from the left-hand navigation in Legl.
Permissions and access
Access to Insights is controlled by user permissions. The Compliance / MLRO Oversight dashboard requires the View MLRO oversight permission. Contact a Firm Admin to review your access settings.
Important information
Insights is a reporting tool. You cannot edit, manage, or action records from within Insights.
All compliance decisions and risk assessments remain the responsibility of your firm.
The Compliance Overview is currently in beta and available on an opt-in basis.