Overview
Updating a risk assessment allows you to reflect changes to a client or matter without starting a new assessment. This is typically used when circumstances change, information was entered incorrectly, or a reassessment is due.
You can update a completed risk assessment directly from the Risk Assessments area in Legl.
Before you start
Before updating a risk assessment, ensure that:
You have access to the Risk Assessments area in Legl
A completed risk assessment already exists for the client or matter
You have permission to update risk assessments (permissions are managed by your firm)
How to update a risk assessment
Go to Risk Assessments in Legl.
Use the search bar or filters to find the completed risk assessment you want to update.
Open the completed risk assessment.
Select Update assessment.
Review the previously completed answers and update any information that has changed.
Click Continue to next step to move to the risk rating step.
Review the recalculated risk rating and any identified risk factors.
Provide a rationale for the update, explaining why the changes have been made.
Select reassessment date (optional)
Select Update risk assessment to confirm the update.
What happens next
The updated risk assessment is saved as a new version, while the previous version remains accessible.
Both versions are stored under the History tab, including:
Who made the update
The date and time of the change
Each version can be downloaded as a PDF.
The most recent version is clearly marked, and older versions prompt you to return to the latest assessment.
Important information
Updating a risk assessment does not overwrite the original. All versions are retained to maintain a full audit trail.
You must provide a rationale when updating a risk assessment before it can be completed.
If updated answers introduce high-risk factors, the risk assessment may be automatically escalated in line with your firm’s escalation rules.
Any manual changes to the risk rating are logged with a timestamp and user name and are visible in the Risk Assessments overview.