Overview
The Risk Assessment Template Builder allows admin users to create and manage the templates that fee-earners use to complete risk assessments in Legl.
You can build new templates from scratch, or edit existing ones without affecting the live version your firm is currently using.
Before you start
Before building or editing a Risk Assessment template, ensure that:
You have admin access to the Risk Assessments area in Legl
You understand your firm's risk policy and the questions you want to include
If editing a published template, you are aware that changes will only go live when you publish the updated draft
ℹ️ Important
Published templates that are currently in use cannot be edited directly. You must create a draft version first. The live version remains unchanged until you publish the draft.
Video tutorial
How to create a new template
Go to Risk Assessments in Legl.
Select New template in the top right corner.
Give the template a name and configure the template settings.
Select Edit form to begin adding sections and questions.
How to edit a published template
Go to Risk Assessments in Legl and locate the published template you want to edit.
Open the template and select Update.
This creates a new draft version. The live template remains unchanged while you make edits.
Make your changes to the draft.
Select Save to keep the draft, or Discard to remove your changes.
When you are ready for your changes to go live, select Publish.
ℹ️ Important
Saving a draft does not publish it. Your firm will continue using the existing live version until you explicitly publish the updated draft.
How to add and configure questions
Templates are fully customisable to match your firm's own questions, structure, and risk policy. For each question you can control which answers trigger low, medium, or high risk, whether certain answers should override others, which follow-up questions appear based on previous answers, and whether answering is optional or mandatory.
Once you are in Edit form view, you can add and configure questions within each section.
Adding a question
Scroll to the section where you want to add a question.
Select Add question.
Enter the question text.
Select the answer type. Available options include:
Yes / No
Confirmation checkbox
Radios (Single choice)
Short text
Long text
Dropdown (Single choice)
Date
Country
Nationality
Optionally add helper text to guide users when completing the assessment.
Assign a risk rating (Low, Medium, or High) to each answer option where applicable.
Mark the question as required if it must be answered before the assessment can be completed.
Select Save.
Helper text
Each question can include helper text to guide users as they complete the assessment.
Helper text can be:
Added on a per-question basis
Used to explain what the question is asking or what to consider
Used to remind users of internal policy or regulatory guidance
Formatted using bold or italic text
Linked to external guidance or internal resources using hyperlinks
Adding section guidance text
You can also add guidance text at section level. This is useful where your firm has detailed guidance that applies to a whole section, as you can provide it grouped in one place rather than on a question by question basis.
To add section guidance, select Edit section on the relevant section, then enter your guidance text in the box below the section details.
Questions that auto-populate using AI Assist
Some questions in a risk assessment are automatically populated using AI Assist from data already captured in Legl. This reduces manual effort and improves consistency across assessments.
The following fields can be auto-populated:
Entity type — whether the client is an individual or a business
Date of last CDD check — pulled from the client's most recent completed CDD in Legl
Client location — including whether the client is based in a high-risk country
PEP status
Sanctions status
Whether a source of funds check has been done
When that source of funds check was done
Whether that check had any money from overseas
A summary of that check
Corporate failure score — the failure score from a business client's most recent company report, as a number out of 100
Corporate failure score band — the risk band for that score, for example "Lower than average risk"
Corporate delinquency score — the delinquency score from the same report, as a number out of 100
Corporate delinquency score band — the risk band for that score, for example "Medium risk"
Auto-population is detected automatically. You do not need to phrase the question in a specific way for it to work.
Auto-answered questions are shown distinctly to fee-earners, making it clear which answers have been pulled through from elsewhere in Legl.
When the credit score fields populate
The four credit score fields behave differently from the others. They populate only when all of the following are true:
The client is a business. These fields do not populate for individual clients.
The question is a short text or long text question.
The client's most recent company report is a Dun & Bradstreet report. Other providers store different values in the same score fields, so Legl leaves the question blank rather than filling it with a score that does not mean the same thing.
The company report is newer than the previous submission, on a reassessment. Where the report has not been refreshed since the last assessment, the carried-over answer is left in place.
A higher score means lower risk. The two scores use different band cut-offs:
Failure score | Band |
1 to 10 | High risk |
11 to 50 | Higher than average risk |
51 to 85 | Lower than average risk |
86 to 100 | Minimum risk |
Delinquency score | Band |
1 to 10 | High risk |
11 to 30 | Higher than average risk |
31 to 70 | Medium risk |
71 to 90 | Lower than average risk |
91 to 100 | Minimum risk |
How credit scores affect the risk rating
Risk ratings are assigned to individual answer options, so only questions with selectable options contribute to the calculated risk rating. That means Yes / No, Radios and Dropdown questions.
The four credit score fields populate short text and long text questions. Those hold a value rather than a scored option, so a populated credit score does not change the calculated risk rating on its own.
To score a credit score, use two questions together:
An auto-populated short text question that surfaces the score or the band, so the fee-earner can see it without opening the company report.
A Yes / No, Radios or Dropdown question directly beneath it, asking the fee-earner to make the judgement your risk policy requires, with a risk rating assigned to each answer option.
This keeps the data automated and the judgement with the fee-earner, and it lets your firm set its own threshold rather than inheriting one from the credit reference agency.
Adding conditional (follow-up) questions
You can add follow-up questions that only appear when a specific answer is selected.
Select Add conditional question beneath an existing question.
Enter the follow-up question text and choose the answer type.
Confirm the condition — the question will display the answer that triggers this follow-up question (for example, "when [Question] is Yes").
Mark as required if needed, then select Save.
Conditional questions appear indented in the template editor and show when they will be displayed. They cannot be moved above the question they depend on.
Reordering questions
Use the arrow controls beside each question to move it up or down within a section. Questions with conditional dependencies cannot be moved above their parent question.
Previewing a template before publishing
Before publishing, use the Preview tab to test how the template will appear to users.
The preview includes a risk scoring simulation on the right-hand side, so you can see how different answer combinations affect the overall risk rating in real time.
Conditional questions will appear or disappear based on the answers you select, allowing you to test your logic before going live.
What happens next
Once published, the updated template replaces the previous live version immediately.
Fee-earners starting a new risk assessment will see the latest published version of the template.
Risk assessments already in progress are not affected by template changes.
Important information
Only admin users can create or edit Risk Assessment templates.
Edits to a published template are made in a draft and do not affect fee-earners until the draft is published.
Helper text can be added per question, and guidance text can be added at section level for guidance that applies to a whole section.
Use the Preview tab and risk scoring simulation to check your template logic before publishing.