Overview
This on-demand session shows how to design and scale workflows in Legl so onboarding stays consistent as your firm grows. It is intended for admins setting up or optimising onboarding across departments.
Who this is for
Firm admins and compliance leads who build and manage onboarding workflows. Only admins can create or edit workflows.
Watch the recording
What this covers
Mapping your onboarding journey and the questions to ask before building
Structuring workflows into clear phases and naming them consistently
Configurable steps: documents, signatures, CDD levels, proof of address, and payments
Choosing CDD levels (Enhanced, standard, basic) and verified or manual proof of address
Department visibility, sequential steps, and introductory messages
Cloning, editing, and archiving workflows to scale across departments
Reviewing workflow performance in Insights
Key takeaways
Start by mapping recurring documents and where the CDD check fits, then translate that into repeatable workflow steps aligned to your risk policy.
Name workflows in clear phases and restrict visibility by department so teams only see what is relevant.
Workflows are fixed templates and users cannot skip steps; create a variation rather than allowing steps to be skipped.
Sequential steps give more control but can slow completion; turning them off lets clients complete steps in any order.
Clone your most detailed workflow to create department-specific versions, and review workflow performance in Insights to keep improving.