Client matter intake (CMI)
Create and manage intake forms, Protocol TA forms, document tagging, and e-signatures.
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 and manage custom 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.