Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
What client checks can you run with Engage?A complete list of the KYC & AML checks you can run on individuals with Legl Engage
What is a workflow in Legl?Workflows can be designed to mirror your existing processes, delivering them in a faster, more consistent, and streamlined way.
How to create a workflowLearn how to create a bespoke workflow in Legl. This guide walks you through the steps to build, customise, and enable workflows for Engage requests.
What steps can be included in a workflowUnderstand the different steps you can include in a workflow and what each step is used for in Legl.
Using workflow templates in LeglAt Legl we help law firms get instructed, satisfy their AML requirements and get paid faster!
How to share documents with clients using workflowsSending or requesting documents in a standalone workflow
How to set up a payment request in a workflowHow to include a payment step in your engage workflows.