Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
By Ula and 1 other2 authors6 articles
What client checks are available in EngageUnderstand what client verification checks are available in Engage and how they support KYC, AML, and compliance requirements.
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.
Engage workflow templatesSample workflow templates across practice areas including client onboarding, conveyancing, ACSP compliance, and Source of Wealth.
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 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.