Engage requests
Create, manage, and track Engage requests for individual clients.
What is an Engage request?Learn what an Engage request is, how law firms use it to collect client information, and why it supports secure, compliant onboarding.
How to create and send an Engage requestLearn how to create an Engage request and send it to a client, including adding client details, selecting workflows, and managing reminders.
How to assign a reviewer to an Engage requestSelecting a reviewer for engage requests
How to view, edit, and action Engage requestsHow to manage your Engage requests
How to enable reminders for client requestsHow to enable reminders on new & existing requests.
How to improve response rates for Engage requestsTips to help ensure your clients complete their engage requests.
How to 'force complete' an Engage requestMoving requests out of in progress - allowing clients to continue once they've provided necessary information.
How clients complete a standard CDD requestStep by step process for your clients completing their ID verification.
What to do if a client request still shows as 'in progress'Moving requests from 'In progress' to 'Ready for review'
How long Engage checks take to completeHow long after my client completes the information will the check be ready for me to review?
How to delete an Engage requestLearn how to request the deletion of an Engage request by contacting Legl Support with the required details.