Procedures
Route requests to the right reviewer, escalate findings and notify your team automatically once a request is ready for review.
By Ula1 author5 articles
- What are Procedures in Legl?Procedures route, escalate and flag Engage requests for review inside your firm, with the reason recorded every time.
- How to set up a procedure in LeglSet up review routing, onboarding review procedures and notifications, with an example for each area.
- A guide to the Procedures you can set upA guide to the Procedures you can set up in Legl, what each one looks at, and what it can trigger.
- What reviewers see when a procedure runsWhat reviewers see when a procedure assigns the request, escalates a finding, adds guidance or sends an email.
- Understanding the Procedures OverviewWhat the Procedures Overview tab shows: actions taken in the last 7 days and which procedures ran.
