Overview
The company monitoring dashboard allows you to review individual company alerts instead of reviewing alerts in batches. It is designed to help firms review company alerts faster and more easily, and process a large volume of monitoring alerts more efficiently using filtering and bulk actions.
Video tutorial
How to filter alerts
Filtering allows you to prioritise alerts before reviewing them.
Filter alerts by priority
Go to Monitoring from the left-hand navigation menu.
Click View new dashboard in the top right corner.
Use the Priority filter to select High, Medium, or Low.
Review the filtered list to focus on the alerts most relevant to your firm.
Filter alerts by company
Go to Monitoring.
Click View new dashboard in the top right corner.
Enter the company name in the company search filter.
Review the filtered results.
This allows you to view and manage all alerts for a single company together.
How to review or assign alerts
How to review alerts individually, in bulk, or reassign to relevant team members.
Review an individual alert
Go to Monitoring.
Click View new dashboard in the top right corner.
Locate an alert marked Ready for review.
Review the AI summary and alert information, including:
Priority level
Event Occurred date
Received date
Click Mark as reviewed
(Optional) Add a comment.
Confirm
Assign an individual alert to a reviewer
Go to Monitoring.
Click View new dashboard in the top right corner.
Locate an alert marked Ready for review.
Click Assign reviewer.
Choose a user from the list.
(Optional) Add a comment.
Confirm
The selected reviewer will receive an email notification and will see the alert assigned to them in the dashboard.
Bulk assign multiple alerts
Go to Monitoring.
Click View new dashboard in the top right corner.
Select multiple alerts using the checkboxes, or select all.
Choose Assign reviewer.
Select the user.
Assign reviewer.
All selected alerts will be assigned to the chosen reviewer and they will receive an email notification.
Bulk mark alerts as reviewed
Go to Monitoring.
Click View new dashboard in the top right corner.
Select multiple alerts using the checkboxes or select all.
Choose Mark as reviewed.
Confirm.
All selected alerts will be marked as reviewed and removed from your active review list. You can view reviewed alerts by changing the Status filter at the top of the screen to select “Reviewed”.
What happens next
After reviewing or assigning alerts:
Reviewed alerts are marked as Reviewed
Assigned users receive an email notification
Assignment emails include alert details and a direct link to the alert
Monitoring continues, and new alerts will appear automatically when identified
The dashboard displays both:
Event Occurred date (when the change happened)
Received date (when Legl received the update)
Important information
The new dashboard allows you to view, assign and review company alerts more easily in one list, rather than having to click into separate batches for each company.
Monitoring alerts are informational prompts and must be reviewed by a firm user.
Ongoing monitoring continues after an alert is reviewed.