📅 Launch Timeline Overview
Legl’s software is incredibly easy to get set up and using, we often see firms go live within a week. Our aim is to get you up, running and seeing value as soon as possible so we generally work to implement, depending on your firm’s size and rollout plan, within 2-4 weeks from signing.
Key Phases:
Pre Kick-Off Call
The Legl Enablement team will set up your account, apply firm branding and set up some default workflows.
Kick-Off Call
Introduction to your Legl Launch Manager, alignment on goals, and walk-through of the launch plan.
Implementation
Configure workflows and set up payment features (if applicable).
Training
Deliver live or recorded sessions to familiarise users with the platform.
Go-Live
Start using Legl in day-to-day operations.
👥 Roles & Responsibilities
Your Firm:
Success Owner: Leads the Legl project and drives internal adoption.
Executive Sponsor: Provides overall support, authorises decisions, and champions change internally.
Legl Team:
Launch Manager: Oversees your onboarding, provides guidance, and ensures timely delivery.
Customer Support: Available Monday to Friday, 9am – 6pm, to assist with queries, configuration, and technical matters.
✅ Launch Checklist
Pre-Kick-Off:
Your Firm
Schedule the Kick-Off Call
Assign Success Owners and Executive Sponsor
Agree objectives and success metrics
Confirm rollout approach (All Out or Phased)
Legl
Set up your firm’s Legl instance
Apply Firm Branding
Configure default workflows
Kick-Off Call:
Introduction to your Legl Launch Manager
Alignment on goals and success metrics
Implementation:
Your Firm
Complete payment provider KYC to set up payments (if applicable)
Build and customise workflows
Add and manage user roles
Review and approve the configuration
Training:
Arrange Admin and User training
Share training materials
Deliver sessions
Collect feedback and respond to queries
Go-Live:
Notify internal stakeholders
Begin using Legl in live operations
Monitor early activity and resolve issues
Schedule a post-launch review
📣 Communication Templates
Internal Announcement:
Subject: We’re Launching Legl!
Dear Team,
We're excited to confirm that we’ll be launching Legl to improve our client onboarding and compliance processes.
This change will streamline operations and enhance the client experience.
Look out for training invites and more updates in the coming days.
Best regards,
[Your Name]
External Notification:
Subject: Our New Digital Onboarding Process
Dear [Client Name],
We’ve implemented Legl to offer a more efficient and secure onboarding experience.
This means quicker turnaround times and a more transparent process.
If you have any questions, please don’t hesitate to get in touch.
Kind regards,
[Your Name]
📚 Additional Resources
For support or further queries, contact us at [email protected] or your designated Legl point of contact.