Improve Efficiency

Use Legado’s platform to digitise and automate collaborative workflows

Legado lets you speed up repeatable work — from simple tasks to sophisticated processes. With our fully modularised platform, businesses can streamline customer onboarding, reduce time spent on manual tasks (like sharing documents), and modernise record management.

Legado lets you speed up repeatable work — from simple tasks to sophisticated processes. With our fully modularised platform, businesses can streamline customer onboarding, reduce time spent on manual tasks (like sharing documents), and modernise record management.

Key Features

  • Full Modularised
  • Custom Journeys
  • Workflow templates
  • Conditional Logic
  • Automate notifications
  • Collaborate
  • Admin controls
  • API-enabled
Full Modularised
Toggle on or off pre-built out-of-the-box features to quickly get started transformating your customer interactions.
Custom Journeys
Build digital customer journey to speed up day to day customer tasks like exchange documents or requesting information.
Workflow templates
Use our pre-built industry templates and customer workflow templates from a number of industries including Financial Advice, Legal and Accounting.
Conditional Logic
Leverage logic based metadata attributes: date, dropdown, multi-select and open text to collect key information from clients (and digitise analog forms).
Automate notifications
Push notifications are available across mobile, SMS and the web (we can also deliver these via our API so your can fully customise them).
Collaborate
Combine group tasks by pre-inviting third parties (for example, invite your customers solicitor to for quicker collaboration and approval).
Admin controls
Track customer progress, view an audit history of in-progress or completed tasks, create admin dashboards and analytics suites.
API-enabled
Initiate workflow from external applications, back office systems and CRM systems (along with tracking all activity and document exchanges).

Bring digital engagement to life.

Speak with our team today

Speak to us