Risk Assessments for law firm users
Complete, update, and download client and matter Risk Assessments in Legl.
By Michelle and 1 other2 authors6 articles
What are Risk Assessments in Legl?Understand what Risk Assessments are in Legl, how they work, and how they help your firm manage client and matter risk consistently.
Understanding how Risk Assessments work in LeglUnderstand how risk assessments in Legl generate a risk rating based on your firm’s questions, logic, and risk policy.
Understanding the Risk Assessments dashboardUnderstand the Risk Assessment dashboard, how to interpret statuses and ratings, and how to manage risk assessments across your firm.
How to complete a Risk AssessmentLearn how to start, complete, and manage a client or matter Risk Assessment in Legl, including risk scoring, escalation, and reassessments.
How to update a risk assessmentLearn how to update an existing risk assessment in Legl, record the reason for the change, and maintain a clear audit trail.
How to download a risk assessment in LeglLearn how to download a completed risk assessment as a PDF so you can store or share it outside of Legl.