We've created several email templates for you to re-purpose and help introduce Legl to your clients. The templates can be copied, edited and sent to any of your clients as needed, to ensure they are informed and excited about Legl.
Templated copy for your client care letters/ terms of business.
We use the services of Legl to provide secure digital identity verification, online payments, and to share key documents as part of our client onboarding process, in line with SRA regulation.
All information provided is securely processed by Legl using the highest security standards to encrypt your details and keep your personal data safe. You will receive a link to start your client onboarding, and you will be redirected to Legl's portal where the verification will take place. You will receive an immediate email confirmation once the flow is finalised.
You can find Legl's Terms of Use here [https://legl.com/terms-of-use] and Privacy Policy here [https://legl.com/privacy-policy].
If you have any questions, please contact us - [Link to your support email address]
Customise your workflows with a friendly getting started message.
Welcome to [law firm name], we are looking forward to working with you.
In order to meet our obligations under the Money Laundering Regulations, we are required to run identity checks on new clients. Once you have completed this client onboarding process, we will review the documents submitted and be in touch with the next steps.
Many thanks in advance.
Customise your workflows with a friendly getting started message to set requirements.
Thank you for instructing [law firm name].
In accordance with current anti-money laundering requirements, each client must provide us with proof of identification in the form of a government issued photo ID. If you cannot supply this please contact us.
Acceptable Photo ID includes:
Current Passport
Photocard Driving Licence
Residency Card (if applicable)
We aim to make it as easy and secure for you as possible to provide us with these documents, and you can do so using our online platform. Simply click on the link below saying “Get Started” and follow the instructions.
We advise that you complete this using a smart device, as you will be required to upload photographs of your documents.
