Client matter intake (CMI)
Create and manage intake forms, Protocol TA forms, document tagging, and e-signatures.
By Shanté and 2 others3 authors5 articles
Customisable form templatesReady-to-use templates for building Customisable Forms in Legl — including suggested questions and field types for client intake, source of wealth, EDD, feedback, and consent.
Using Protocol TA forms in LeglHow to use pre-tagged protocol TA forms to streamline conveyancing.
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 request clients sign documents as part of a Legl workflow.