Risk Assessments admin and reporting
Build and manage Risk Assessment templates, configure settings, and report on risk across your firm.
By Ula and 1 other2 authors9 articles
- How to configure Risk Assessment settingsManage your firm's Risk Assessment settings in Legl, including escalation contacts, manual rating overrides, and reassessment periods.
- How to find contacts without a Risk AssessmentSee which individuals and businesses have no Risk Assessment, or where their latest one stands, and start one from the list.
- Getting started with Risk Assessment setupA starting point for Admins setting up and managing Risk Assessments: configure settings, build templates, and report on risk.
- How to build or edit a Risk Assessment templateLearn how to create or edit a Risk Assessment template in Legl, including adding questions, conditional logic, and risk ratings.
- Risk Assessment template examplesBrowse example Risk Assessment question structures to use as inspiration when building your own templates in Legl.
- How to archive and restore Risk Assessment templatesLearn how to archive a risk assessment template you no longer need, and how to restore it if required.
- How to export Risk Assessment questions and answersExport your risk assessments to CSV: a summary of all assessments, or the full questions and answers for one template.
- Reporting on Risk AssessmentsA high-level overview of how to report on risk assessments in Legl, including oversight, escalation, and reassessment tracking.
- A guide to the questions Legl Assist can answer in Risk AssessmentsA guide to the Risk Assessment questions Legl Assist can answer from checks already run in Legl, and where each answer comes from.