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 WorkflowPlease note only Admins of your firm can create workflows: This is to ensure process consistency
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.