Simplifying client matter inception with Legl CMI: Watch the demo
In this demo, we show Legl's comprehensive Client Matter Inception (CMI) tools, which streamline the process of managing client documents. Traditionally, handling documents involved manual, slow, and insecure methods that were difficult to track. In this demo, we showcase how Legl CMI automates the document request, collection, and signature process, ensuring a seamless and efficient experience for both law firms and clients. Users can send tagged documents, request uploads, and collect e-signatures, all within a secure platform. Clients can easily access, sign, and upload documents from any device, eliminating the need for printing or scanning, and speeding up the process.
Time stamps
00:00 — Introduction to Legl CMI
00:25 — Sending document requests with tagging and categorisation
00:55 — Requesting client uploads and collecting e-signatures
01:30 — The client experience: accessing, signing, and uploading from any device
02:10 — Tracking document status and managing the complete workflow
02:45 — Summary and key benefits
Key takeaways
Speakers
