Overview
The Engage Individuals analytics tab gives your firm a detailed, data-driven view of how individual onboarding workflows are performing. This includes insights covering workflow activity, team performance, and client behaviour.
It is most useful for MLROs, compliance managers, and operations teams who need visibility over onboarding performance and want to make informed improvements.
What you can use the Engage Individuals analytics tab for
You can use the analytics tab to:
Identify which workflows are sent most often and how they perform
Understand how long workflows take to complete
See how completion activity is spread over time
Identify stalled workflows that have not been completed
Review team reviewer activity across your firm
Track which check types and steps are being used
Understand client behaviour, including when and how quickly they complete requests
How the Engage Individuals analytics tab works
The analytics tab aggregates data from all Engage Individual workflows across your firm and presents it in a series of visual charts and metrics. The data updates automatically as workflow activity occurs. No manual input is required.
Each section surfaces a specific aspect of workflow performance or client and team behaviour. You can filter the data by date range, department, or workflow type.
Most tables and reports can be downloaded directly from the tab for use in internal reviews or audit preparation.
What the analytics tab includes
Overview metrics
The top of the tab shows headline figures across your compliance workflows, including:
Workflows created — the total number of requests sent
Workflows completed — how many have been fully completed
Completion rate — the percentage of workflows your clients are completing
Median days to completion — the typical time from creation to completion
Workflows created over time — volume trends across the selected period
Completion rate over time — how completion rates are trending
Workflow statuses — a breakdown of the current status of all requests (for example, how many are sitting at Ready for review)
Top workflows by volume — which workflows are being used most and least
Workflow performance scorecard
A full breakdown of performance across each individual workflow, showing:
Number of workflows created and completed
Completion rate per workflow
Median days to complete
Percentage completed within 24 hours
This scorecard is downloadable.
Workflow funnel
A visual representation of how requests progress through each stage of the client journey:
Request created
Client engaged
Submitted by client
Reviewed internally
The funnel shows the percentage drop-off between each stage.
Time to complete distribution
Shows how long workflows remain open, broken down by duration — for example, how many were completed in under one day versus those open for more than 30 days.
Out-of-hours completions
Shows what proportion of workflows are being completed inside and outside of standard working hours, including a breakdown by time of day and day of the week.
Stalled workflows
A list of incomplete or long-running requests that have not yet been closed or completed. Each entry is a clickable link, taking you directly to the relevant workflow. It includes who created the request, which department it belongs to, and how long it has been open.
Check types and steps
A breakdown of which check types and workflow steps are being used over time, including:
How frequently each check type has been used
How many have been completed
Completion rate per check type
This section can be filtered by department to identify gaps in adoption across the firm.
Team activity
An internal performance view showing how the team is engaging with workflows, including:
Number of workflows per team member
Median review turnaround time
Activity broken down by department
This section can be filtered by department or workflow type.
Client experience
Focuses on how clients are engaging with requests, including:
Median response time — how long clients typically take to begin a request after receiving it
Working time to complete — the average time a client spends completing their part of the workflow
Completed within 24 hours — the percentage of clients completing quickly
Completion by day of the week — when clients are most likely to complete requests
Completion by time of day — whether completions happen inside or outside working hours
Reminder effectiveness — how automated reminders are influencing completion rates
Where to find the Engage Individuals analytics tab in Legl
You can access it from:
Insights → Engage Individuals
Permissions and access
Access to Insights depends on the permissions set for your user role. If you cannot see the Insights section or the Engage Individuals tab, contact your firm's Legl Admin to review your access.
Important information
The analytics tab reflects data from Engage Individual workflows only. Business onboarding data is reported separately under Engage Business.
Insights is a reporting tool. You cannot edit, manage, or action workflows from within the tab.
All workflow decisions and reviews remain the responsibility of your firm.