Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
By Ula and 2 others3 authors15 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.
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 alerts, ID document alerts, email preferences, and delivery failure alerts.
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 e-signatures work in LeglWhat your clients see when they receive an e-signature request through Legl.
How to pre-tag documents for e-signaturesThis feature allows you to create a pre-tagged document, simplifying the signature process for subsequent uploads.
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.