These templates are designed to ensure your team understands who Legl is, why the firm is implementing it, what comes next, and how it affects them directly. Each template is tailored to the specific tools being launched and can be copied, edited, and shared as needed.
Launching Legl: Onboarding + Payments
Tools being rolled out: Legl's client onboarding, risk & compliance and payments.
Subject: Launching Legl: Onboarding and Payments Platform Hello team,
Starting from [insert date], we’ll begin using the Legl platform to streamline both our client onboarding and payment processes.
Who is Legl?
Why Legl?
What’s next?
How will this affect you?
If you have any questions, reach out to [email protected] or use the in-platform Chat feature at the bottom right of the Legl dashboard.
Thanks for your support as we adopt Legl! |
Launching Legl: Payments
Tools being rolled out: Legl's client payments and finance management solutions.
Subject: Legl Launch – Payments and Finance Solution Hello team,
From [insert date], we’ll begin using Legl to request and manage payments from clients.
Who is Legl?
Why Legl?
What’s next?
How will this affect you?
If you have any questions, reach out to [email protected] or use the in-platform Chat feature at the bottom right of the Legl dashboard.
Thanks for your support as we adopt Legl! |
Launching Legl: Onboarding
Tools being rolled out: Legl's client onboarding, risk and compliance solutions.
Subject: Legl Launch – Client Onboarding, Risk & Compliance Hello team,
From [insert date], we’ll be using Legl to improve how we onboard clients and manage compliance.
Who is Legl?
Why Legl?
What’s next?
How will this affect you?
If you have any questions, reach out to [email protected] or use the in-platform Chat feature at the bottom right of the Legl dashboard.
Thanks for your support as we adopt Legl! |