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Previously recorded on 2025-03-06 - Now on-demand
3 min

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

  • Legl CMI replaces manual, insecure document handling with a fully automated request, collection, and signature workflow — all within a single secure platform.
  • Clients can access, sign, and upload documents from any device without printing or scanning, dramatically speeding up the onboarding process.
  • Every document is tagged, tracked, and auditable, giving fee earners complete visibility over what's been sent, received, and signed.
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