Overview
This guide is for admin users, typically the MLRO or compliance lead, who set up and manage Risk Assessments for your firm. It explains what to configure first and links to the detailed guide for each step.
Before you start
Before setting up Risk Assessments, make sure that:
You have admin access to the Risk Assessments area in Legl
Risk Assessments has been enabled for your firm. If you do not see it, contact our Support team
You have your firm's risk policy and the questions you want to assess to hand
What you will be able to do
By the end of this guide you will be able to:
Configure how Risk Assessments behave across your firm
Build and edit the templates your law firm users complete
Retire templates you no longer need, and restore them if required
Oversee and report on client and matter risk across your firm
Step-by-step setup
Configure your Risk Assessment settings.
Set manual override permissions, escalation contacts, and default reassessment periods: How to configure Risk Assessment settings
Build your first template. Add the questions, conditional logic, risk ratings, and helper text your firm needs: How to build or edit a Risk Assessment template
Use the example questions for inspiration.
Reference example Client and Matter question structures while building your template: Risk Assessment template examples
Archive templates you no longer use. Keep your template list current, and restore a template if you need it again: How to archive and restore Risk Assessment templates
Report on and oversee risk.
Track high-risk matters, escalations, and upcoming reassessments across your firm: How to report on Risk Assessments
What to do next
Once your templates are live, your law firm users can start completing assessments. Point your team to:
Important information
Only admin users can configure settings and create or edit templates.
Editing a published template is done in a draft and does not affect live assessments until you publish it.
Settings apply to all future Risk Assessments and do not change previously completed ones.
Risk Assessments reflect your firm's own policy and weighting; Legl applies the logic you define.