The Legl & Unity (formerly Quill) integration enables law firms to offer clients a seamless and convenient way to make payments anytime, anywhere. This integration helps accelerate cash flow with online payment solutions tailored for the legal sector.
Prerequisites
Before integrating, ensure that:
You have an active Legl account.
You have a Unity (Dye & Durham) account with appropriate access.
You can coordinate with Legl support and Dye & Durham to enable the integration.
Integration Setup
Step-by-Step Instructions
To integrate Legl with Unity, follow these steps:
Initiate the Connection
Email [email protected] and request integration with Unity.
Legl will collaborate with Dye & Durham to link your Legl and Unity instances.
Confirm Integration Setup
Once the connection is established, ensure that payment data syncs correctly between Legl and Unity.
Verify that all payment records appear in the Unity dashboard as expected.
Using the Integration
Features and Functionality
With this integration, you can process payments in two ways:
Using the Legl Platform
Utilise payment requests, customer-facing payment pages, payment plans, and telephone payments within Legl.
All payments processed in Legl will reflect in Unity.
Creating Payment Requests in Unity
Navigate to Money on the left-hand navigation bar.
Click Payment Requests to view all payments recorded in Legl.
Click ‘Payment Request’ and manually input payment details.
Associate the request with a case by entering the Case Display Code in Unity.
Click ‘Create Request Link’ and copy the link to include in email correspondence.
User Guide
Access the Money section in Unity.
Click on Payment Requests to view payment history.
Click ‘Payment Request’ to create a new request.
Fill in the relevant payment details and associate it with a case.
Click ‘Create Request Link’ and copy it for email use.
Monitor all payments in Legl and Unity dashboards.
Reconciliation and Maintenance
Monitoring and Reconciliation
Ensure all payments taken in Legl appear in Unity for accurate record-keeping.
Regularly review payment records in both platforms to confirm consistency.
Regular Maintenance
Periodically verify that new payment requests sync correctly between Legl and Unity.
Contact Legl support if payment data does not reflect properly.
Troubleshooting
Common Issues & Solutions
Issue | Possible Solution |
Payments not appearing in Unity | Verify integration setup and contact Legl support. |
Issues with manual payment requests | Double-check case display codes and payment details. |
Invoices not uploading automatically | Invoices must be manually added as documents. |
Contact Information
For any questions regarding the integration, reach out to [email protected].