Legl

An on-demand session on designing, structuring, and scaling onboarding workflows in Legl to support firm-wide growth and compliance.

Designing and scaling workflows for growth — On-Demand

An on-demand tour of Legl's self-service Settings area — General, Team & Departments, Monitoring, Risk Assessment, Pay, and Engage settings.

Managing Your Settings — On-Demand

An on-demand deep dive into Engage Insights: workflow performance, funnels, stalled workflows, team activity, and client experience.

Reviewing and optimising workflows using Insights — On-Demand

An on-demand session on using Pay and Engage Insights to spot friction, speed up cash flow, and improve the client journey.

Using Insights to improve your client journey — On-Demand

Ula Moyse-White

Webinars for Admins on streamlining your Legl workflows and using Insights to review and optimise performance.

Webinars: Workflows & Insights for Admins

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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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