Client matter intake (CMI)
Create and manage intake forms, Protocol TA forms, document tagging, and e-signatures.
By Ula and 1 other2 authors6 articles
Customisable Forms — TemplatesReady-to-use templates for building Customisable Forms in Legl, including suggested questions and field types you can adapt.
How e-signatures work in LeglWhat your clients see when they receive an e-signature request through Legl.
How to view signed documents in LeglHow to find, view, and download signed documents from your Engage dashboard.
Pre-tagging documents for e-signaturesThis feature allows you to create a pre-tagged document, simplifying the signature process for subsequent uploads.
How to create customisable formsHow to use Legl's Customisable Forms to streamline gathering information in your workflows.
How to request an e-signature from clientsHow to set up a workflow with an e-signature step and send it to your clients in Legl.