Phase 2: Set up your modules
Configure the modules your firm will be using — Engage, Pay, Risk Assessments, and integrations — ready for go-live. Skip any modules that do not apply to your firm.
By Ula1 author5 articles
- Launch Phase 2: Configuring Engage & Monitoring settingsSet up your Engage defaults: MLRO email, reminder cadence, escalation alerts, and notification preferences, before building workflows.
- Launch Phase 2: How to build your Engage workflowsA step-by-step guide to creating your Engage workflows: choosing checks, setting up document requests, and going live.
- Launch Phase 2: How to set up PaySet up Pay: complete Adyen registration, configure your Pay settings, and register for Volt if your firm is using Pay by Bank.
- Launch Phase 2: How to set up Risk AssessmentsHow to configure your Risk Assessment settings and build your template in Legl, ready for go-live.
- Launch Phase 2: Planning your Engage workflowsHow to map your firm's matter types to the right Legl workflows before your first workflow build session.