Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
By Ula and 1 other2 authors18 articles
- 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 Legl supports conveyancing mattersHow Legl supports conveyancing matters: identity checks, Source of Funds, matter questionnaires, document signing, and payments.
- How firm user email notifications work for EngageA guide to every email notification you receive as a firm user in Legl, including request completion, e-signature, compliance alerts, and monitoring updates.
- Understanding the difference between identity verification and Proof of Address verificationUnderstand the difference between identity verification and Proof of Address verification in Legl, and when each applies.
- How to create a workflowLearn how to create a bespoke workflow in Legl, including steps to build, customise, and enable workflows for Engage requests.
- Engage workflows - templates and examplesSample workflow templates across practice areas including client onboarding, conveyancing, ACSP compliance, and Source of Wealth.
- How to configure Engage settingsConfigure Engage reminders, MLRO notifications, escalation and recent check alerts, ID document alerts, and email preferences.
- 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 use Protocol TA forms in LeglHow to use pre-tagged Protocol TA forms to streamline conveyancing document completion.
- How to create a customisable formLearn how to build a customisable form in Legl, including sections, visibility logic, and different question types.
- Customisable Forms — Templates and ExamplesReady-to-use templates for building Customisable Forms in Legl, including suggested questions and field types you can adapt.
- 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 to add a document request to a customisable formLearn how to add required, optional, or conditional document requests to a customisable form.
- What are Customisable Forms?An overview of Legl's Customisable Forms — what they are, what they do, and how they fit into your client workflows.
- How to add a customisable form to multiple workflowsLearn how to assign a customisable form to one or more workflows at once, directly from the form builder.
- What is Dual-ID CDD?Learn what Dual-ID CDD is, how it collects and verifies two identity documents in one onboarding flow, and when to use it.
- 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.