Risk Assessments for law firm users
Complete, update, and download client and matter Risk Assessments in Legl.
By Ula1 author8 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.
- 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 review a Risk AssessmentLearn how to review a risk assessment assigned or escalated to you, and finalise it as the nominated reviewer.
- 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.
- How to close a Risk AssessmentLearn how to close a risk assessment in Legl to remove it from the active dashboard and stop reassessment reminders.