Timestamps
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.
