Risk Assessments
Create, manage, and report on client and matter risk assessments.
By Shanté and 2 others3 authors9 articles
What are Risk Assessments in Legl?Understand what Risk Assessments are in Legl, how they work, and how they help your firm assess and manage client and matter risk consistently.
Understanding how Risk Assessments work in LeglUnderstand how risk assessments in Legl generate a risk rating based on your firm’s questions, logic, and risk policy.
Client and Matter Risk Assessment templatesThis guide contains example Client & Matter Risk Assessment templates.
How to complete a Risk AssessmentLearn how to start, complete, and manage a client or matter Risk Assessment in Legl, including risk scoring, escalation, and reassessments.
How to update a risk assessmentLearn how to update an existing risk assessment in Legl, record the reason for the change, and maintain a clear audit trail.
How to download a risk assessment in LeglLearn how to download a completed risk assessment as a PDF so you can store or share it outside of Legl.
Understanding the Risk Assessments dashboardUnderstand what the Risk Assessment dashboard shows, how to interpret statuses and ratings, and how to manage risk assessments across your firm in Legl.
How to configure the Risk Assessment settings in LeglLearn how to manage your firm's Risk Assessment settings in Legl, including escalation contacts, manual rating overrides, and default reassessment periods.
Reporting on risk assessmentsA high-level overview of how to report on risk assessments in Legl, including oversight, escalation, and reassessment tracking.