Overview
Creating a workflow allows your firm to define the steps clients must complete during an Engage request. Only users with Administrator access can create or manage workflows to ensure consistency across firm processes.
Before you start
Before creating a workflow, make sure you have:
Administrator access in Legl
ℹ️ Important
Only Administrators can create, edit, clone, or archive workflows.
How to create a workflow
Follow these steps to create a new workflow:
Navigate to Engage → Workflows from the left-hand menu.
Select Create workflow.
Under Workflow details, complete the following fields:
Workflow name – a key identifier for the workflow
Workflow description – helps identify when this workflow should be used
Who can see this? – select which departments can access the workflow
Complete steps sequentially? – choose whether steps must be completed in order
Customise the client-facing Getting Started message.
This updates the text shown to clients on the first step of the workflow and in the initial email.Select Add step to choose which steps to include in the workflow.
Configure any additional settings or customisations for each step.
Reorder steps using the arrow icons to control the order clients complete them.
When you are happy with the workflow, select Submit workflow to save and enable it for use in Engage requests.
Video Tutorial
What happens next
The workflow becomes available for selection when creating an Engage request.
Any departments with visibility permissions will be able to use it immediately.
The workflow can be edited, cloned, or archived at any time by an Administrator.
How to edit, clone or archive a workflow
To manage an existing workflow:
Go to Engage → Workflows.
Select the three-dot (ellipsis) icon next to a workflow.
Choose one of the following actions:
View/Edit
Clone
Archive
Important information
There is no limit to the number of workflows your firm can create.
Creating workflows is free, but some steps within a workflow (such as CDD, eSignature, or Source of Funds) may incur additional fees once the Engage request is completed by the client.
Only users with Administrator permissions can manage workflows.