Digital Front-Office

Digital technology has transformed consumer habits and expectations

Customers are no longer restricted to waiting for the phone to ring or a fax to come through. Digital first is not just about being reactive. It’s about being proactive in the way you help your customers, who use a wide range of channels to seek out support.

Trusted with privacy focussed companies

Digitally transforming your front-office using 
Legado can lead to:


Six times more likely to try a new 
product or service


Four times more likely to have referred your brand to their friends, family and connections


Two times more likely to make a purchase with you, even when a competitor has a better product or price

The customer experience and the technology you put in front of clients is so important.

Legado brings together everything that’s required to provide the best digital experience for interacting with clients

Want to see how it all works?

From onboarding to account management.
And everything in between.

B2B projects

  • Create secure, external interaction workspaces using the vault.
  • Assign tasks with reminders to track joint deliverables.
  • Collaborate in-context using messaging, notifications, document annotations, and more.

Account management


a secure, interactive vault with your customers, clients, members and partners


configurable and toggleable features such as folder configuration, uploading, search, previews, eSignatures and more


a convenient, organised record of past messages and communications, document and key account information, such as balances, dates and activity


customers to self-serve through a range of pre-built templates and components, including dates, dropdown, multi-select and open text.

Document exchange

  • The easiest way to collect documents securely.
  • Use file requests to automate the document collection process. No more tracking down email attachments, with automated integration to push documents to third-party systems.
  • Clarify any questions using two-way messaging, and customisable notifications to customers favourite communication channels (including email and text) when it is their turn to act.


  • The quickest and most secure way to digitise your customer communications.
  • A turnkey solution to reduce cost and digitise interactions with customers.
  • With fully API-enabled architecture, Legado’s platform can be quickly integrated into existing systems, embedded into existing digital experiences or white labelled to provide an encrypted channel for customers to receive key correspondence

Client portal


a best-in-class customer experience.


a convenient destination for your clients to interact with your business, under your brand.


a customer vault where you can exchange documents, send messages, track progress, seamlessly integrate with your existing systems and drive client engagement.