Overview
Engage settings let you control how Legl handles reminders, notifications, and email behaviour for client engagements. You can configure these settings to match your firm's compliance and communication preferences.
Settings are configured at the firm level and apply to all Engage requests.
Before you start
You must have Admin permissions to access and configure Engage settings.
Where to find Engage settings
Go to Settings in the left-hand menu.
Select Engage.
How to configure Engage settings
Reminders
Reminders control how quickly Legl sends automated follow-ups to clients who have not yet completed an Engage request.
Go to Reminder start after days.
Select how many days after the initial email is sent the first reminder should be sent.
MLRO email settings
These settings control whether your Money Laundering Reporting Officer (MLRO) receives email notifications when engagements are completed.
Enter the MLRO's email address in the MLRO email field. To add multiple recipients, separate each address with a comma.
Select the MLRO email trigger to choose when the MLRO receives notifications:
None: no email notifications are sent to the MLRO
On completion: an email is sent when any engagement is completed
EDD only: an email is sent only when Enhanced Due Diligence is required (ie, a Consider result is flagged)
Newly issued ID document alerts
This setting flags identity documents that were issued close to the date of the identity verification check. This can help identify potentially fraudulent documents.
Enter a number in the Newly issued ID threshold days field. Documents issued within this many days of the IDV check will be flagged as "consider".
Leave the field blank to disable this alert.
Email notifications
These settings control whether the lawyer who creates or requests an Engage request receives a copy of the email sent to the client.
Select the BCC on request email option to control whether a blind copy is sent to the requesting lawyer:
Always: a BCC is sent on every request email
Never: no BCC is sent
Select the CC on request email option to control whether a visible copy is sent to the requesting lawyer:
Always: a CC is sent on every request email
Never: no CC is sent
Default On: a CC is included by default but can be turned off per request
Default Off: no CC is sent unless manually enabled per request
Important information
Changes to Engage settings apply at the firm level and affect all future Engage requests.
MLRO email notifications require a valid email address to be entered. If the field is left blank, no notifications will be sent.
The newly issued ID threshold only applies to identity verification checks completed after the setting is configured.