video1.0<iframe src="https://www.loom.com/embed/66305a12b29e430f812ee916aec0c5fe" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/66305a12b29e430f812ee916aec0c5fe-05f89c724a9a8e05.gif132.633333This Loom explains how to send an Engage request to a client to collect information, perform identity verification, and run compliance checks digitally. In Legal, you go to Engage in the left navigation, select Individuals, and choose Create Engage request, entering the client’s first name, last name, email, and a client reference, then the matter reference and reviewer and selecting the appropriate workflow. You can send the request via Send Email through Legal, which uses a fully branded No Reply Legal email and enables automated reminders, or copy a Shareable Link to paste into a personalized email. After sending, you can track status from the Engage Individuals dashboard as progress appears there.