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.
💳 Legl Pay: Accelerate Payment Collection
Date: 21 October 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. 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
📅 Upcoming sessions (3rd Tuesday of each month):
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
Date: 15 October 2025
Time: 12:00 PM BST
Duration: 45 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.
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
📅 Upcoming sessions (3rd Wednesday of each month):
Wednesday 15th October 2025 – 12:00 PM BST
Wednesday 19th November 2025 – 12:00 PM GMT
Wednesday 17th December 2025 – 12:00 PM GMT
👀 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
📩 Can’t join live? No problem - register anyway and we’ll send you the full recording to watch at your convenience.
✅ 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.