Legl sends email notifications to firm users at key points across Engage, Risk Assessments, and Ongoing Monitoring. This article explains every notification you may receive as a firm user, what triggers each one, and how to configure them.

The assigned reviewer receives an email notification when a client completes an Engage request. The email includes a direct link to the completed request in Legl.

The email subject and body include the client's name, and the matter reference where one is set in Legl.

The reviewer is set when the Engage request is created and can be updated from within the request.

Every Monday at 9am, the fee earner who created an Engage request receives an Engage Requests Summary email. It lists their requests that clients have not completed yet.

For each request, the email shows the client's name, when the request was created, its status, and whether reminders are on. Select View to open your requests in Legl.

When a client completes a request, the assigned reviewer is notified separately. If the request has not been reviewed by the following Monday, it is included in the weekly reviewers summary.

Every Monday at 9am, each assigned reviewer receives an Engage Reviewers Summary email. It lists the requests that are ready for their review.

For each request, the email shows the client's name, the workflow, and when the client completed it. Select View to open the requests in Legl.

The email includes requests for both individuals and businesses that have been ready for review for up to 30 days.

The MLRO email can receive a copy of completed Engage requests. You can add more than one email address, separated by commas.

Your firm's Admin sets the MLRO email trigger to send this email whenever an engagement is completed, or just when EDD (Enhanced Due Diligence) is required.

Both settings are in Settings > Engage, under Compliance email notifications > General CDD completion notifications.

If a client email fails to deliver, Legl notifies the fee earner and/or the assigned reviewer, depending on how your firm's Admin has configured the notification settings in Settings > Engage.

If you add yourself as a counter-signer on an Engage e-signature request, you receive an email notification once the client has completed their signature and it is your turn to sign. The email includes a direct link to the document.

This notification is only sent when you have been added as an additional signer during request setup. It is not sent if you sign the document before sending it to the client.

Admins can configure email alerts for high-risk compliance signals, so compliance teams receive direct notifications without relying on fee earners to surface them. Alerts can be sent to any email address, including a shared compliance inbox.

Set the recipients in Settings > Engage, under Compliance email notifications > Targeted compliance signal notifications. Each field takes one or more email addresses, separated by commas:

When a company monitoring alert is assigned to you, you receive an email notification with the alert details and a direct link to the monitoring dashboard. This applies whether the alert is assigned to you individually or as part of a bulk assignment.

Firms using Ongoing Monitoring receive a weekly summary email every Monday. It is sent to the people your firm has added as Summary email recipients in Governance > Custom monitoring > Configure > Alert emails, and covers outstanding alerts, monitoring coverage, and recent activity.