Automate collaborative workflows

Legado’s workflow automation tools let you speed up repeatable work — from simple tasks to sophisticated processes.

With an extensive, flexible and customisable set of workflow triggers and outcomes, fully modularised and API enabled.

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Secure, compliant, connected workflows

Process automation flows seamlessly across Legado’s platform. Receive documents from customers with File Request, quickly understand documents with intelligent file recognition and playback, protect sensitive data with end-to-end encryption, leverage pre-built integrations with apps like Sharepoint, DocuSign, and more.

Automate workflows across every customer interaction

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Document Collaboration & File Exchange

Request specific documents, leave comments, e-sign and more. Fully configurable.
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Automated notifications

Push notifications are available across mobile, web and SMS.
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Analytics

Customisable analytics to help you optimise performance, drive efficiencies and meet regulatory obligations.
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Customisable

Have a requirement that isn’t highlighted? Get in touch. Legado’s modular architecture and partnership approach will help you deliver the ultimate experience.
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Messaging

Encrypted instant messaging to quickly and easily interact with your customers.
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Activity tracking & Stages

Track progress of launched workflows, and view an audit history of in-progress and completed tasks.
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Conditional logic

Leverage logic based on metadata attributes: date, dropdown, multi-select, and open text.
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Flexible APIs

Legado’s modern architecture and API-first approach to product development enables seamless integration with existing systems.

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