Getting Started with Legl
New to Legl or looking for a refresher? Start here.
How do I log into my Legl account?How to set up, login or access your Legl account.
How your data is protected by LeglUnderstand how Legl protects your data with encryption, UK GDPR compliance, secure AWS hosting, and regular security audits.
How long does a check take to complete?How long after my client completes the information will the check be ready for me to review?
How to Contact Legl Support: Request a Callback or Call Us DirectlyHow to get in touch with our support team via telephone.
Legl Admin Launch GuideWelcome to Legl! This guide provides an overview of the launch process, change management guidelines, and best practices to ensure success.
Change Management: Internal Legl Launch Email TemplatesEmails for you to send internally to announce that you are now using Legl.
How to add your branding to LeglHow to make the Legl experience bespoke to your companies brand.
How to pass the cost of Legl onto your clientsIf you would like to pass the cost of Legl onto your client below is some suggested guidance.
Can I Pre-fill Checkout Parameters?Configuring your checkout with query parameters. Streamline and personalise the checkout experience for our customers.
Change Management: External Legl Launch Email TemplatesEmails for you to send externally to announce that you are now using Legl.
Legl User Launch GuideThis guide offers a quick overview of essential features, workflows, and tips to help you manage client interactions seamlessly.
How to Create a Workflow?Please note only Admins of your firm can create workflows: This is to ensure process consistency
Legl Workflow TemplatesAt Legl we help law firms get instructed, satisfy their AML requirements and get paid faster!
How to add Legl Pay to your invoices and websiteA step by step guide that outlines how to enable Legl Pay for your website and invoices so your clients can seamlessly pay you online.
How do I create an Engage request?Creating engage requests for individuals and must-know info to get you started using the platform.
How do I set up SSO with Legl?Setting up SAML SSO
What do I do when an Engage Request is "Ready for Review"?Finding requests Ready for Review & Reviewing CDD reports
How to invite new users and manage their access permissionsThis guide shows you how to add a new user, update permissions or remove access.
How do I assign a reviewer to an Engage Request?Selecting a reviewer for engage requests
How can I share documents with your clients through the Legl workflows?Sending or requesting documents in a standalone workflow
What is a WorkflowWorkflows can be designed to mirror your existing processes, delivering them in a faster, more consistent, and streamlined way.
How can I upload a risk assessment?How to add a risk assessment to a contact.
How will my client complete their Standard CDD request?Step by step process for your clients completing their ID verification.
How to Check the Status of the Legl PlatformWhere to look to see if the platform is undergoing maintenance work or an outage.
How to register with AdyenStep by step guide on linking your bank account to Legl.
How does Billing work at Legl?This guide outlines when your firm is charged for different actions taken within the Legl platform.