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 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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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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