Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
By Ula and 1 other2 authors9 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 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.
- 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, client email copy, compliance notifications, ID document alerts and email preferences.
- How firm user email notifications work for EngageEvery email notification firm users get in Legl, including request completion, e-signature, compliance alerts and monitoring updates.
- 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.