Contacts
Create and manage contacts and link them to matters, requests, and payments.
By Ula1 author7 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.