Risk Assessments
Create, manage, and report on client and matter risk assessments.
By Ula and 1 other2 authors17 articles
Risk Assessments admin and reporting
Build and manage Risk Assessment templates, configure settings, and report on risk across your firm.
- How to configure Risk Assessment settingsManage your firm's Risk Assessment settings in Legl, including escalation contacts, manual rating overrides, and reassessment periods.
- How to find contacts without a Risk AssessmentSee which individuals and businesses have no Risk Assessment, or where their latest one stands, and start one from the list.
- Getting started with Risk Assessment setupA starting point for Admins setting up and managing Risk Assessments: configure settings, build templates, and report on risk.
- How to build or edit a Risk Assessment templateLearn how to create or edit a Risk Assessment template in Legl, including adding questions, conditional logic, and risk ratings.
- Risk Assessment template examplesBrowse example Risk Assessment question structures to use as inspiration when building your own templates in Legl.
- How to archive and restore Risk Assessment templatesLearn how to archive a risk assessment template you no longer need, and how to restore it if required.
- How to export Risk Assessment questions and answersExport your risk assessments to CSV: a summary of all assessments, or the full questions and answers for one template.
- Reporting on Risk AssessmentsA high-level overview of how to report on risk assessments in Legl, including oversight, escalation, and reassessment tracking.
- A guide to the questions Legl Assist can answer in Risk AssessmentsA guide to the Risk Assessment questions Legl Assist can answer from checks already run in Legl, and where each answer comes from.
Risk Assessments for law firm users
Complete, update, and download client and matter Risk Assessments in Legl.
- What are Risk Assessments in Legl?Understand what Risk Assessments are in Legl, how they work, and how they help your firm manage client and matter risk consistently.
- 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.
- Understanding the Risk Assessments dashboardUnderstand the Risk Assessment dashboard, how to interpret statuses and ratings, and how to manage risk assessments across your firm.
- 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 review a Risk AssessmentLearn how to review a risk assessment assigned or escalated to you, and finalise it as the nominated reviewer.
- 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.
- How to close a Risk AssessmentLearn how to close a risk assessment in Legl to remove it from the active dashboard and stop reassessment reminders.