Evidence-led document workflows

Legado is a platform that offers three core solutions, including:
• Secure document sharing
• Customer communications
• UK eIDAS-compliant eSignatures

Designed to work together, they can be configured to fit your unique workflows or deployed individually.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

Financial institutions handle highly sensitive customer information every day.

Secure document sharing protects that data with encryption, access controls and audit trails, while giving customers a faster, more convenient way to receive and return documents.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

The Financial Conduct Authority's Consumer Duty requires firms to put customers' needs first and be able to evidence good customer outcomes.

Legado helps by providing a secure, trackable record of every customer interaction together with the identity and timestamp of each participant.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

Yes. Legado records when documents are sent, delivered, opened, viewed, downloaded, uploaded, returned and signed.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

A customer portal gives customers one secure place to access documents, upload information and complete tasks whenever it suits them.

It makes everyday interactions quicker, easier and more convenient, while reducing administration for your team.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

Yes, Legado's DigitalVault can be fully white-labelled to match your brand, creating a seamless experience that feels like an extension of your existing digital services.

Speak with our team to learn more about our white-labelling.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

LegadoSign supports UK eIDAS-compliant electronic signatures, providing evidence of every signer, signature, timestamp and signing event.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated

Yes. All of Legado's products, including LegadoSign, integrate with your existing technology through APIs.

This makes it easy to add electronic signatures to your customer journeys without disrupting your existing processes. Better still, our team can handle the implementation, so you get all the benefits of embedded eSignatures without the heavy lifting.

• Claims tracking
• Document collection
• Workflow automation
• Customer communications to keep policyholders updated