Skip to main content

How to customise which business ongoing monitoring alerts the firm receives

Learn how to customise which business ongoing monitoring alerts your firm receives by enabling or disabling alert categories.

Ula Moyse-White avatar
Written by Ula Moyse-White
Updated this week

Overview

Customising business ongoing monitoring alerts allows firms to control the volume of alerts they receive by enabling or disabling specific categories of company monitoring updates. This firm-wide setting helps teams focus on the alerts that matter most for compliance and risk management.


Before you start

Before customising monitoring alerts, note that:

  • You must be an Admin user in Legl

  • These settings apply firm-wide to all departments and users

  • All alert categories are enabled by default


How to customise business ongoing monitoring alerts

  1. Go to Settings in Legl.

  2. Select Monitoring.

  3. Review the available alert categories.

  4. Toggle categories on or off depending on which alerts your firm wants to receive.

ℹ️ Important

Changes take effect immediately for new alerts only.

Disabling an alert category does not remove any unreviewed alerts that have already been received.


What happens next

Once you update your alert settings:

  • Your firm will stop receiving new alerts for any categories that are disabled

  • All users and departments are affected by the same settings

  • Historical alerts remain visible and are not removed or filtered

  • Enabled categories continue to generate alerts as normal


Important information

  • Alert categories are grouped into two types:

    • Non-AML-related updates, which can be turned on or off

    • AML-related updates, which cannot currently be disabled

  • Disabling a category affects all departments, so consider whether any teams rely on those alerts before changing settings.

  • Settings only apply to future alerts generated after the change.

Did this answer your question?