ℹ️ Phase 2 of 4 — Engage — Step 3 of 4
You are setting up Engage. Complete all four Engage steps before moving to Phase 3.
Now that your settings are in place and you have planned your Engage workflows, it is time to build them in Legl. Workflows define the checks and document requests your team sends to clients. Start with one or two of your most common matter types, get those live, and then add more as you go.
Once your first workflow is live, you can send your first client request in under a minute.
Before you start
You need admin permissions in Legl to create and manage workflows.
Your Engage settings should already be configured (Step 1 of this phase). If you have not done this yet, complete that step before continuing.
Have your completed workflow plan to hand — you should have mapped your matter types, CDD levels, and optional steps in the previous step. If you have not done this yet, start with Launch Phase 2: Planning your Engage workflows.
ℹ️ Video: Building your first workflow
[VIDEO PLACEHOLDER — add walkthrough of the workflow builder before publishing]
Step-by-step guide
Step-by-step guide
In Legl, navigate to Engage in the left-hand navigation and select Workflows.
Select Create workflow.
Under Workflow details, complete the following fields:
Workflow name — give the workflow a clear name that reflects the matter type, for example "Residential Conveyancing" or "Commercial New Business"
Workflow description — helps fee earners identify when this workflow should be used
Who can see this? — select which departments can access the workflow
Complete steps sequentially? — choose whether clients must complete steps in order
Customise the Getting Started message if needed. This is the text clients see on the first screen of their request and in the initial email.
Select Add step and choose the CDD level for this matter type. Refer to your completed workflow plan if you are unsure which to choose.
Add any optional steps — Source of Funds, proof of address, document requests, or e-signature — as agreed in your workflow plan. Reorder steps using the arrow icons if needed.
Select Submit workflow to save it.
Set the workflow status to Live. Only live workflows are visible to fee earners when they go to send a request.
Important information
Only users with admin permissions can create or edit workflows.
Workflows must be set to Live before fee earners can use them. Workflows in draft are not visible in the send flow.
Changes to a live workflow apply to future requests only. Requests already in progress will continue to use the workflow version that was active when they were sent.
Start with your two or three most common matter types. You can add more workflows at any time after launch.
Before you move on
You have created at least one live workflow.
Your workflows are agreed internally and are aligned with your firm's risk policy.
You know how to switch a workflow between Live and Draft.
You are ready to start sending Engage requests.