Overview
The Risk Assessment dashboard gives you a central view of all risk assessments created in Legl. It helps firms track progress, interpret risk ratings, and manage escalations and reassessments in line with internal policies.
This article explains what you are seeing on the dashboard, what each status and indicator means, and how the information is typically used.
Where you will see this
You will see the Risk Assessment dashboard within the Risk Assessments area of Legl.
The dashboard appears automatically once risk assessments are enabled for your firm and shows:
Risk assessments started by you
Risk assessments started or completed by colleagues
Client and matter risk assessments across the firm
What this means
The Risk Assessment dashboard provides firm-wide visibility of risk activity, regardless of who created or completed the assessment.
From the dashboard, you can:
View all risk assessments in one place
See their current status
Understand the risk rating applied
Identify escalated or overdue reassessments
Each row represents a single risk assessment and reflects the most up-to-date version.
Common statuses you might see
You may see one or more of the following statuses on the dashboard:
In progress
The risk assessment has been started but not yet completed.
Completed
The risk assessment has been finished and recorded, with a final risk rating applied.
Escalated
A high-risk factor has been identified and the assessment has been escalated for review. An email notification is automatically sent to the designated reviewer.
Update in progress
An existing risk assessment is being updated rather than a new one being created.
Understanding risk ratings
Each risk assessment is automatically given a risk rating based on your firm’s configured weighting and policy.
Ratings are calculated from the answers provided during the assessment
Medium and high-risk factors are surfaced clearly
Risk ratings reflect your firm’s internal definitions, not a fixed Legl standard
If a manual override has been applied to a rating, this is shown with an asterisk (*) on the dashboard to maintain visibility and audit clarity.
Downloading risk assessments
The Risk Assessment dashboard can be downloaded as a CSV file to give you an offline view of all risk assessments across your firm.
The download reflects the same information shown on the dashboard
It includes risk assessments created by you and your colleagues
Statuses, risk ratings, and key metadata are included in the export
This is useful for internal reporting, oversight, or sharing a snapshot of risk activity outside of Legl.
What you need to do (if anything)
You do not need to take action on every assessment shown.
You may need to act if:
A risk assessment is in progress and needs completing
A risk assessment is escalated and assigned to you for review
A reassessment due date is approaching or overdue
If no action is required, the dashboard can be used purely for monitoring and oversight.
What happens next
Depending on the assessment:
Completed assessments remain available for review and download as PDFs
Escalated assessments require review by a designated person and cannot be completed by the original author
Reassessments trigger email reminders one week before the due date
Updated assessments create a new version while preserving the full audit history
All versions remain accessible, with timestamps and user details recorded.
Important information
Risk assessments can be started by one user and completed by another, with full visibility of who started and completed each assessment.
Escalated assessments automatically notify the relevant reviewer by email.
Updating a risk assessment does not overwrite the original; previous versions remain available.
Risk ratings and escalation rules are based on your firm’s configured policy and weighting.
Legl does not determine what constitutes high or medium risk — this is defined by your firm.