This article outlines a quick overview of how to access the Legl payment requests feature in your Proclaim interface. If you have detailed questions about how your firm will be using the Legl Pay integration within Proclaim please speak to the administrator of your account.
Creating and requesting payments
Log in to Proclaim and navigate to the client/ case you would like to send a payment request to
Open the ‘viewing pane’ side bar, scroll to the bottom and select Legl- Create payment
3. Enter all the payment details relevant to this client’s payment request (payment amount, reference numbers) and select how you would like to send this link to your client (email, SMS)
4. Create payment and send to your client through Proclaim
Reconciling Payments
You’ll be notified in Proclaim when a new payment has been made. You can then review all payments made via Legl, including the client name and payment reference under your task list.
2. If you select the payment and then click ‘actions’ you will be able to process the payment as per your existing reconciliation process.
This video shows the process from end to end