Legl

An on-demand end-to-end Engage walkthrough: company reports, sending requests, the client experience, reviewing CDD, and monitoring.

Engage for individuals and businesses — On-Demand

An on-demand session on onboarding international clients in Legl: identifying overseas entities, screening, and verifying clients.

Onboarding international clients — On-Demand

An on-demand session on blended journeys: Force Complete, In-Person CDD, telephone payments, and keeping Engage data clean.

Blended digital and In-Person CDD workflows — On-Demand

Ula Moyse-White

Webinars covering KYC, KYB, and client onboarding workflows in Legl.

Webinars: Client Due Diligence & Onboarding

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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