Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
By Ula and 1 other2 authors5 articles
- How to create a workflowLearn how to create a bespoke workflow in Legl, including steps to build, customise, and enable workflows for Engage requests.
- How to set up a payment request in a workflowLearn how to add a payment request step to a workflow so clients can pay at the point of onboarding.
- How to send or request documents with clients using workflowsLearn how to add Send a Document and Request a Document steps to a workflow to share and collect files from clients.
- How to make your client and matter references mandatoryLearn how to enforce required, unique, or format-specific validation rules on your client and matter references in Legl.
- How Engage request links work for firms with multiple brandsHow Legl applies the right brand to your Engage request emails and client pages when your firm uses more than one brand.