Legl’s workflow engine allows firms to standardise processes, reduce manual steps, and ensure the right checks happen at the right time — without slowing teams or clients down. This session shows how to configure workflows that reflect how your firm actually works.
If you missed the live session, you can catch up below:
What you’ll learn
In this training webinar, the Legl team cover:
What workflows are in Legl and why they matter
How workflows support CDD, Risk Assessments, Proof of Address, and Pay
The difference between existing vs new workflows
How to edit and optimise workflows over time
How conditional logic reduces unnecessary steps
Common workflow setups firms use in practice
Tips for keeping workflows consistent as your firm scales
Webinar highlights
Why workflows matter
Many firms struggle with:
Inconsistent onboarding across teams
Manual decision-making around what checks to run
Over-checking low-risk matters and under-checking high-risk ones
Processes living in people’s heads rather than systems
Legl workflows help you:
Apply the right checks automatically
Ensure compliance is followed consistently
Reduce admin and back-and-forth
Improve client experience
Maintain a clear audit trail of what was run and why
What is a workflow in Legl?
A workflow in Legl is a pre-configured set of checks and steps that determines what happens when you onboard a client or matter.
Workflows can include:
Standard CDD
Proof of Address (manual or automated verification)
Risk Assessments
Payments (Legl Pay)
Conditional logic based on client type or jurisdiction
Plus much more
Once set up, workflows ensure teams follow the same process every time.
Creating and editing workflows
Who can manage workflows?
Only Admins can create or edit workflows.
Updating existing workflows
You don’t need to start from scratch.
Admins can:
Go to Workflows
Open an existing workflow
Edit individual steps (e.g. add Proof of Address Verification)
Save and submit changes
Once updated, the workflow applies to all new requests going forward.
Creating new workflows
New workflows can be created to support different scenarios, such as:
Individuals vs businesses
UK vs international clients
Different practice areas or risk profiles
Payment-required vs no-payment matters
This allows firms to tailor onboarding without adding complexity for users.
Using conditional logic
Legl workflows can adapt automatically based on client input.
For example:
Proof of Address requested only for international clients
Additional checks triggered for higher-risk jurisdictions
Different document requirements based on client type
This means clients and fee earners only see what’s relevant - reducing friction and completion time.
Keeping workflows efficient
Best practices shared in the session include:
Avoid duplicating workflows unnecessarily
Use logic instead of manual decision-making
Review workflows regularly as regulations or firm policies change
Keep naming conventions clear so teams select the right workflow
Start simple, then refine based on usage and feedback
Common firm workflow setups
Firms commonly configure workflows to:
Run full CDD and risk checks before work starts
Collect payments during onboarding
Apply enhanced checks only when risk indicators appear
Support both new and repeat clients
Align onboarding with practice management systems
Getting started or optimising your workflows
If you’d like help reviewing or streamlining your workflows:
Contact [email protected]
Share how your firm currently runs onboarding and compliance
We’ll help you:
Identify gaps or duplication
Simplify where possible
Align workflows with your risk policy