Help Center › Fulfillment and Clients
Ordering the Work on Legiit
Connect Legiit, pick the right services for a won deal, place the orders and handle deliveries.
- How do I connect my Legiit account to Legiit Leads?Go to Settings, find the Legiit Marketplace card, paste a Legiit API token and click Connect Legiit Account. Once connected, you can order t…
- What are the service cards under Fulfill on Legiit on a lead?Every lead you open has a Fulfill on Legiit: sell it, outsource it, keep the margin section, on every plan. At the top, up to 3 Live from th…
- How does Legiit Leads choose the live marketplace services, and why do leads show the same ones?Legiit Leads looks up only the first problem in the lead's Detected Problems list, turns it into one of Legiit's marketplace searches, and s…
- Why don't I see any live Legiit marketplace cards on a lead?The Live from the Legiit marketplace block only appears when the Legiit marketplace sends back at least one service for the lead's first pro…
- What is the Fulfillment Bridge on a won deal?When you mark a lead Won, the Fulfill on Legiit: sell it, outsource it, keep the margin section on that lead adds a box headed Fulfillment B…
- What are Rescue Kits and when does one appear?A Rescue Kit is a ready-made bundle of Legiit services for a group of problems that often turn up together, such as a weak Google listing or…
- How do I generate and copy the freelancer brief for a Legiit order?Open the won deal and click ✦ Generate Freelancer Brief in the Fulfillment Bridge. The AI writes a work order for the seller from the lead's…
- How do I place a Legiit order for a won deal without leaving the app?On a won deal, the Order On Legiit From Here panel in the Fulfillment Bridge places real orders on the Legiit marketplace, paid from your Le…
- Why did my Legiit order fail?Every line that did not go through stays in the Order On Legiit From Here panel with the reason printed in red underneath it, and only the l…
- How do I accept a Legiit delivery or ask the seller for changes?When the seller marks the work delivered, you get an email and the order changes in the Order On Legiit From Here panel on the won deal: it …
- What does Mark Ordered on Legiit do?Mark Ordered on Legiit tells Legiit Leads that the work for a won deal has been ordered on Legiit. One click flags the deal as fulfilled on …
- How do I claim the $50 first-fulfillment credit?After you click Mark Ordered on Legiit on a won deal, a First fulfillment on us: claim your $50 credit box appears on that lead. Paste the L…
Delivery and Proof
How Legiit Leads re-checks the client's site and shows them the before and after.
- What is Delivery Autopilot and what does it watch?Delivery Autopilot keeps an eye on a won client's website after you order the work. About every 2 days, Legiit Leads re-checks the live site…
- How do I share the before and after delivery page with my client?Open the won deal and click Copy Client Delivery Page in the Fulfillment Bridge, then paste the link into an email or message to your client…
- Why does the delivery page show a dash, or say the report is no longer available?A dash in the Before or Now (live) column means the audit could not confirm that check either way, so the page will not tell your client it …
Clients
Turn a won deal into a client you measure, report on and protect every month.
- How do I turn a won deal into a client?Agency ProOpen a lead marked Won and click Promote To Client in the Keep them forever box. Legiit Leads creates the client from the lead and opens the…
- What does the Clients page show?Agency ProClients in the sidebar lists every won deal you have promoted to a client, newest first. A strip at the top shows your active clients, your …
- How do I set a client's tracked search, email, retainer and Report Autopilot?Agency ProOpen the client from Clients in the sidebar and use the Client Setup card near the top of their page. Change Tracked search, Client's email,…
- What does Measure Now check, and what is the Evidence Vault?Agency ProMeasure Now, at the top right of a client's page, takes one full live measurement of that client on the spot: it audits their website, pulls…
- What is Review Guard and when will I get a bad review alert?Agency ProReview Guard watches the Google reviews of every client you have promoted. About once a week it re-reads the reviews Google publishes for ea…
- Which plan do I need for Clients, reports, portals, Ring Proof and Review Guard?Agency ProTurning a won deal into a client needs Agency Pro ($297 a month or $2,970 a year) or Agency Empire ($497 a month or $4,970 a year). That cli…
Monthly Reports and Upsell Radar
What goes into each monthly report, when it runs, how it reaches the client and the upsells it finds.
- What is in a client's monthly report and how do I build one now?Agency ProOpen the client and click Build This Month's Report at the top of the page. Legiit Leads compares the newest measurement with the one before…
- When do monthly client reports run automatically?Agency ProEvery client gets one automatic measurement and one report per calendar month. The run happens once a day, during the 13:00 UTC hour, and it…
- How do I send a monthly report to my client?Agency ProOpen the client, find the month under Monthly Reports and click Send To Client on the card. The report is emailed to the client's email in C…
- What is Upsell Radar and how does it pick problems and prices?Agency ProUpsell Radar is the purple box inside an expanded monthly report. It lists the problems that appeared on the client's site since the previou…
- Why is there no Upsell Radar on my client's report?Agency ProThe Upsell Radar box only appears when that month's report actually found something to sell, and only once you have opened the report. If yo…
- Does my client see Upsell Radar or the Watching list?Agency ProNo. The Upsell Radar box and the Watching list are only shown to you, on the report card on your client's page in Legiit Leads. The report e…
Client Portal
The live, branded results dashboard your client opens with one link.
- What is the client portal and what can my client see there?Agency ProEvery client you have promoted gets a permanent public dashboard, branded to your agency, that needs no login. You find it on the Client Por…
- How does my client download the portal as a PDF, and what is in it?Agency ProDownload PDF sits at the top of the client portal, under the Working together since line. It does not produce a file on its own: it hands th…
Retainers and Call Tracking
Bill the monthly retainer through your own Stripe and prove the phone rings with Ring Proof.
- How do I bill a client's monthly retainer through Stripe?Agency ProSave the client's retainer in Client Setup, then click Create Retainer Payment Link (Copies To Clipboard) in the Retainer Billing card lower…
- How do I connect Twilio for Ring Proof call tracking?Agency ProRing Proof runs on your own Twilio account, so you connect Twilio once and every client can then get a tracking number. In Settings, find th…
- How do I give a client a Ring Proof tracking number?Agency ProOpen the client's page, fill in the Ring Proof card and click Get Tracking Number. Legiit Leads buys an available US local number on your Tw…
- How are tracked calls recorded and classified, and where do I see them?Agency ProEvery call to a Ring Proof tracking number is forwarded to the client's real line and recorded from the moment it is answered. When the reco…