Engage requests
Create, manage, and track Engage requests for individual clients.
By Tess and 2 others3 authors15 articles
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.
Understanding the Engage for Individuals dashboardUnderstand the Engage for Individuals dashboard, how to interpret request statuses, and how requests progress through Legl.
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 requestLearn how to assign or change a reviewer for an Engage request, so the right person is notified and responsible for reviewing the results.
How to enable reminders for Engage requestsLearn how to enable automated reminders for Engage requests and manage follow-ups for incomplete onboarding.
How to improve response rates for Engage requestsPractical tips to help your firm improve completion rates for Engage requests sent to clients.
How to 'force complete' an Engage requestMoving requests out of in progress - allowing clients to continue once they've provided necessary information.
What clients experience during 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'Find out what to do if a client request is stuck on 'In Progress', how to check their progress, and when to contact Legl Support.
How long do Engage checks take to complete?How 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.
How to manage Engage requestsLearn how to manage Engage requests in Legl, including actions on individual requests, bulk actions, and what happens next.
Accepted ID documents by countryA country-by-country list of whether Entrust can verify Driving Licences, National Identity Cards, and Passports for identity verification.
How to sign an e-signature document as a law firm userThe two ways to add your own signature to an Engage document when your client also needs to sign.
What to do if an Engage email fails to deliverFind out how to identify and resolve an undelivered Engage email, update the contact's address, and resend the request.