Legacy App

Can I get an introduction to the Legacy Architects dashboard?

Import, export, integrate, migrate, move data

How do I import data from past clients?

The Elegant Data Model is a specific way to manage all estate planning data easily. The EDM concept comes to life in Legacy Architects.

What is the Elegant Data Model?

Use the visibility settings page to choose which intake fields to show or hide and which to make required or optional.

How do I show or hide fields on the intake form?

The dashboard is the initial place you're taken upon logging in, and then you navigate from the dashboard to more targeted areas of the app.

How can I get a tour of the dashboard?

How do I clear browser history?

How do I find my static link to share with contacts to start the intake form?

How do I record a loom?

My credentials aren't working. What do I do?

Legacy Architects Orientation Videos

Christian Cruz

General Questions

Find answers and get help from Intercom Support and Community Experts

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