Join our upcoming live webinars to discover how to get the most from Legl’s platform. Whether you’re just getting started or want to sharpen your knowledge, these sessions are packed with actionable insights, real use cases, and tips from our experts.
🔜 Upcoming Live Webinars
💳 Legl Pay: Accelerate Payment Collection
Date: 24 June 2025
Time: 12:00 PM BST
Duration: 45 minutes
📌 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. We’ll walk through the latest features, including Money on Account, payment page customisation, and reporting best practices.
💬 Legl Engage: Smarter Client Intake
Date: 25 June 2025
Time: 12:00 PM BST
Duration: 60 minutes
📌 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.
We’ll show how Engage supports efficient data collection, boosts response rates, and eliminates manual back-and-forth.
🧾 Source of Funds (SOF): Collect and Evidence with Confidence
Date: 26 June 2025
Time: 12:00 PM BST
Duration: 30 minutes
📌 Enhanced Reports, Income Patterns, Risk Indicators, and Review Efficiency – Make confident decisions faster with clearer, insight-driven SOF reports.
Join us to explore the latest enhancements to Legl’s Source of Funds reports.
We’ll show how new highlights - like income patterns, large transactions, and risk signals - make it easier to verify and review client funds with clarity and speed.
Perfect for both new and existing users, this session will help you embed these updates into your compliance workflow with confidence.
👀 What to Expect
A live walkthrough of each product with best-practice advice
Tips on aligning Legl tools with your internal workflows
Real-time Q&A with product specialists
Post-session guide and recording
✅ Who Should Attend
These sessions are ideal for:
Compliance and Operations teams
Fee earners managing onboarding or payments
Administrators using Legl day-to-day
Anyone looking to maximise value from the Legl platform