video1.0<iframe src="https://www.loom.com/embed/129a84dacfe246d6a86a87edc69e7990" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/129a84dacfe246d6a86a87edc69e7990-0df210df2a8bbb1b.gif130.633333This Loom explains how to build and set live a first engaged workflow in the Legal app for client onboarding. It shows navigating to Engage then Workflows, creating a new workflow with a clear name and description, selecting department visibility, and saving to begin adding sequential steps. The main step covered is adding the CDD report, where viewers choose the required CDD level and configure the proof of address, with a note to speak to the MLRO before finalizing the CDD choice. The Loom also covers adding optional steps, reordering steps by drag and drop, and ensuring only saved workflows are visible to fee earners while draft and unsaved workflows are not.