Contacts
Create and manage contacts and link them to matters, requests, and payments.
By Ula and 1 other2 authors7 articles
- What are contacts in Legl?Learn what Contacts is in Legl, what information it holds, and how to use it to manage client relationships.
- Understanding the vessel contact pageLearn what you will see on a vessel contact's page in Legl, including vessel details, sanctions check results, and activity history.
- How to create a contactHow to add an individual, business, trust, or vessel contact to Legl manually or when sending a Pay or Engage request.
- How to search for an existing contactLearn how to find an existing client in Legl using the Contacts page, Engage, or Pay.
- Understanding the individual contact pageLearn what you will see on an individual contact's page in Legl, how to update their details, and how to view their activity history.
- Understanding the business contact pageLearn what you will see on a business contact's page in Legl, including company information, screening status, and activity history.
- Understanding the trust contact pageLearn what you will see on a trust contact's page in Legl, including trust details, linked individuals, and activity history.