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πŸ“š Legl Academy Webinars

Master the tools. Unlock the value. Deliver faster results.

ShantΓ© Simpson avatar
Written by ShantΓ© Simpson
Updated over 2 weeks ago

Join our upcoming live webinars to discover how to get the most from Legl’s platform. Whether you’re just getting started or looking to sharpen your knowledge, these sessions are packed with actionable insights, real use cases, and expert tips to help you deliver greater efficiency, stronger compliance, and better client experiences.

Each session runs monthly, lasts approximately 45 minutes, and includes a live Q&A. You can register for any upcoming session using the links below.


πŸ”œ Upcoming Live Webinars

πŸ’³ Legl Pay: Accelerate Payment Collection

Date: 24 June 2025
​Time: 12:00 PM BST
​Duration: 45 minutes

πŸ“Œ Pay Requests, Portal Payments, Telephone Payments, and Refund Process – Enhance payment efficiency, simplify transactions, secure payments, and ensure quick, compliant refunds.

Learn how to reduce lock-up and get paid faster with Legl Pay. In this session, we’ll walk through:

  • How to request and collect funds efficiently

  • Using features like Money on Account, payment page customisation, and telephone payments

  • Managing compliant refunds with ease

  • Improving visibility through real-time reporting and insights

  • Delivering a smooth, branded client payment experience

πŸ“… Upcoming sessions (3rd Tuesday of each month):

  • Tuesday 19th August 2025 – 12:00 PM BST

  • Tuesday 16th September 2025 – 12:00 PM BST

  • Tuesday 21st October 2025 – 12:00 PM BST

  • Tuesday 18th November 2025 – 12:00 PM GMT

  • Tuesday 16th December 2025 – 12:00 PM GMT


🧾 Legl Engage: Smarter Client Intake & Source of Funds

πŸ“Œ Individual Onboarding Requests, Company Onboarding, Ongoing Monitoring, and In-Person CDDs – Discover how to streamline client communication, simplify corporate onboarding, improve due diligence, and efficiently conduct compliant face-to-face CDDs.

Explore how Legl Engage helps you digitise and simplify your onboarding and compliance workflows. In this session, we’ll show how to:

  • Send tailored individual and corporate onboarding workflows

  • Automate AML checks, ID verification, and ongoing monitoring

  • Collect and evidence Source of Funds quickly and compliantly

  • Support compliant in-person CDDs

  • Improve data collection, reduce manual back-and-forth, and boost response rates

  • Deliver a seamless, branded client experience

πŸ“… Upcoming sessions (3rd Wednesday of each month):

  • Wednesday 20th August 2025 – 12:00 PM BST

  • Wednesday 17th September 2025 – 12:00 PM BST

  • Wednesday 15th October 2025 – 12:00 PM BST

  • Wednesday 19th November 2025 – 12:00 PM GMT

  • Wednesday 17th December 2025 – 12:00 PM GMT


πŸ‘€ What to Expect

Each live session includes:

  • A walkthrough of the product, focused on practical use cases

  • Best-practice guidance aligned to real firm workflows

  • Live Q&A with Legl product specialists

  • A post-session recording and quick-start guide, sent directly to your inbox

πŸ“© Can’t join live? No problem - register anyway and we’ll send you the full recording to watch at your convenience.


βœ… Who Should Attend

These webinars are designed for anyone looking to get more out of Legl, including:

  • Compliance and Risk teams

  • Operations and Finance professionals

  • Fee earners managing onboarding or payments

  • Administrators and support staff using Legl day-to-day

  • Anyone seeking to drive efficiency, reduce risk, and deliver a better client experience


🎯 Firm-Specific Training Option

If your firm would benefit from tailored training sessions, we’re happy to offer bespoke training designed to meet your specific needs. You can easily book a session with the Support & Enablement Team here.

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