Overview
This guide explains how to turn off Ongoing Monitoring for an existing business client in Legl. You may need to do this if a client relationship has ended or monitoring is no longer required. Ongoing Monitoring can be disabled for company information monitoring, sanctions monitoring, or both.
Before you start
Before disabling monitoring, make sure you have:
Access to Engage for Businesses
The name of the business client you want to update
How to turn off Ongoing Monitoring for a business client
Go to Engage → Businesses or to Contacts.
Search for and select the business client you want to update.
Click into the Monitoring tab on the business client's profile.
You will see two toggles:
Company Information monitoring
Sanctions monitoring
Click the relevant toggle to turn off the type of monitoring you no longer require.
ℹ️ Important
You can turn off company information monitoring, sanctions monitoring, or both independently. Disabling one does not automatically disable the other.
What happens next
Once monitoring is turned off:
Legl will stop checking for updates for the disabled monitoring type
No new monitoring alerts will be generated for that client
Any existing alerts that have already been raised will remain in the Monitoring dashboard for review
Important information
Turning off monitoring does not delete or remove any previously generated reports or alerts
If a client has unreviewed alerts when monitoring is disabled, those alerts remain visible in the Monitoring dashboard and still require review
If you want to re-enable monitoring in future, you can turn the toggle back on. A new company or sanctions report will be created at that point to capture any changes since monitoring was paused
ℹ️ Further guidance
If you need to turn off monitoring for multiple clients at once, see the below guide: