Getting Started with Legodesk App
How to download Reports?
Make data-backed decisions faster with Legodesk’s smart reporting tools. Track recovery performance, borrower activity, and workflow efficiency in real time. Generate detailed compliance reports to ensure adherence to RBI and other regulatory guidelines.
How to upload contacts?
The Contacts feature allows to store, manage, and access borrower or client details in one place, ensuring quick communication and streamlined record-keeping. It supports both bulk imports and manual entries for efficient data management.
How to Generate Legal Documents in Legodesk Application?
Create customized notices instantly using pre-built templates and mapped contact data. With Legodesk’s automated Document Generation, you can preview and generate bulk legal notices in just a few clicks—saving time and reducing manual workload.
How to Generate Notices?
Notice generation empowers business users to generate multiple notices from a pre-defined document template. Users have the tools to organize, track, and customize their Dispatches while efficiently generating and sending digital notices with specific contents and targets.
How to trigger Notices?
The Legodesk team can define workflows and set up triggers to ensure the pre-settlement compliances are met thoroughly as per the Section 138 NI and SARFAESI Act. It simplifies sending legal Notices, ensures smooth case tracking and delivery of the Notices.
How to Dispatch Digital Notices by Email?
Email is an easy to use and preferred method to communicate with their borrowers by for Lenders. It is considered as one of the trusted method of dispatch. Hence, communicating with the borrowers using Email is convenient and cost-effective as well.
How to Dispatch Digital Notices by SMS?
SMS is a preferred method for Lenders to communicate with their borrowers. As SMS delivery has no dependency on the internet, it is considered as one of the trusted methods of dispatch. Hence, communicating with users using SMS is convenient and cost-effective as well.
How to enable notification permissions to access Whatsapp chat?
WhatsApp is a preferred method for Lenders to communicate with their borrowers. Most of the borrowers especially those using a smartphone to avail of loans are also WhatsApp users. Hence, communicating with users on their WhatsApp is convenient and cost-effective as well.
How to access a Google Sheets template within the Legodesk application using the extension?
Efficiently manage bulk contact data with one-click merge, split, and import functionalities. Accelerate your legal operations with streamlined data handling in Google Sheets.
How to access a Google docs template within the Legodesk application using the extension?
Seamlessly create, edit, and upload legal document templates with dynamic field insertion—directly within Google Docs. Ensure consistency and efficiency in your document workflows.
How to Enable Integrations?
Integrations enables seamless connection with third-party tools, enhancing productivity and reducing manual work. They help automate workflows, improve data accuracy, and centralize operations within a single platform.
Tracking Consignments- How do we get these reports?
Consignment tracking enables real-time monitoring of shipments, ensuring transparency and timely delivery. It helps businesses improve efficiency while enhancing customer trust and satisfaction.
Cases tracking
The Case Tracking feature enables users to monitor all ongoing and pending court cases in one place. It integrates with the e-Courts system, allowing users to fetch real-time case details such as case history, hearing dates, and status updates.
