Support for Law Firm Users
Guidance and resources to help law firm users get set up, launch confidently, and effectively use Legl’s compliance, payments, and onboarding tools.
Getting Started with Legl
New to Legl or looking for a refresher? Start here.
Set Up & AccessLog in, configure core settings, add users and set up secure access.4 articles
Launching and ImplementationGuidance and resources for rolling out Legl across your firm.9 articles
User GuidesStep-by-step instructions for using Legl’s core features.8 articles
Troubleshooting & SupportCheck platform status, manage billing, and get help from Legl’s support team.5 articles
Legl KYC & AML
Identity and biometric confirmations, financial and watchlist screening, and ongoing monitoring.
Getting Started with KYC & AMLFor firms new to Legl's KYC & AML solutions3 articles
Identity VerificationHow Legl verifies clients’ identities and common troubleshooting tips8 articles
Compliance & Risk ManagementEnsuring regulatory compliance and managing AML risks effectively7 articles
Client & Matter ManagementManaging client information, onboarding, and case-specific compliance3 articles
Technical Support & TroubleshootingCommon errors and how to resolve them4 articles
Legl KYB
Unwind complex corporate structures and optimise regulatory compliance.
How do I complete a Business Bulk Upload?How to upload existing clients while starting ongoing monitoring
How to conduct Business Onboarding Through Legl KYB (Engage for Business)Follow this guide to onboard a business clients and complete relevant due diligence on all associated individuals.
Engage for Business FAQ's & TroubleshootingAll questions regarding Business Searches and Company reports in Legl's Engage Businesses functionality.
How do I use Ongoing Monitoring for business clients?Ongoing Monitoring for Legl allows you to monitor changes to your business client for the duration of your business relationship.
What countries does Legl support for Business Onboarding?The following table lists the countries where we can support KYB searches
Accuracy of Corporate Structure and UBO Information for UK Company ReportsSecond Filings of Confirmation Statements
Legl Pay
Get paid faster, reduce lock-up and debtor days, and deliver exceptional digital-first client experiences.
Legl Source of Funds
Everything you need to understand source of funds.
What is included in the Source of Funds information capture?What details will my client provide when they complete the Legl Source of Funds.
What is Legl Source of Funds?The Source of Funds feature helps law firms collect and verify information about the origin of client funds to meet compliance requirements
How does 'Open Banking' for Source of Funds checks work with Legl?Legl uses Open Banking to securely link to your bank, allowing quick, verified access to fund source info for compliance checks.
What is Open Banking and what banks are supported?Legl uses Open Banking to securely link to your bank, allowing quick, verified access to fund source info for compliance checks.
Legl CMI
Use modular workflows to replicate and centralise your existing client onboarding or client matter inception processes — fully integrated with your current tech stack.
Protocol TA forms through LeglHow to use pre-tagged protocol TA forms to streamline conveyancing.
Pre-tagging documents for E-SignaturesThis feature allows you to create a pre-tagged document, simplifying the signature process for subsequent uploads.
How to create and manage Customisable FormsHow to use Legl's Customisable Forms to streamline gathering information in your workflows.
How to request an eSignature from your client(s)?How to request clients sign documents as part of a Legl workflow.
Legl Risk Assessments
Guides to help you configure, complete, manage, and maintain client and matter risk assessments in Legl - including template setup, risk logic, updates, and reporting
Risk Assessments: How to Start, Complete and ManageAssess client and matter risk in Legl - quick, consistent, and aligned with your firm’s policies.
How can I upload a risk assessment?How to add a risk assessment to a contact.
Legl Client and Matter Risk AssessmentsThis guide contains example Client & Matter Risk Assessment templates.
What are Contacts?Contacts is where you can view contact details and a history of interactions with individuals or entities.
How to update the email address for a contact?Step-by-step guide on how to add or amend a contacts email address.
How can I manage permissions for Contacts?Manage access to certain features of Contacts using permissions.
How do I find the edit history of a Contact?How to review any amendments or changes that have been made to a Contact.
How do I view all activities of a Contact?Navigating the history of a contact's activities.
How to create a new contactHow to add a clients information and contact details to Legl.
How do I Bulk Upload Individual Contacts?How to upload existing clients and start ongoing monitoring
How do I search for an existing client?Where to find details of clients you have previously interacted with through Legl.
What is the Insights - MLRO Oversight Dashboard?Use this dashboard to get an instant overview of KYC checks, KYB company reports, or Risk Assessments that might need your attention.
What are Legl Insights?A centralised view to make data driven decisions based on full visibility across different departments, performance and client types.
How to Run Pay Usage Billing ReportsThis guide walks Admin users through generating and downloading Pay billing reports via the Legl Dashboard
How to Run Engage Usage Billing ReportsThis guide walks Admin users through generating and downloading Engage billing reports via the Legl Dashboard
Legl Integrations
Everything you need to know about 3rd Party Integrations with Legl
Legl Academy
All Webinar recordings for on-demand access
Upcoming Legl Academy Webinars 📚Master the tools. Unlock the value. Deliver faster results.
Managing Risk with Legl – On-Demand WebinarLearn how to identify and manage risk in your law firm using Legl’s Engage platform. Watch the recorded session from August 20, 2025.
Managing Payments with Legl – On-Demand WebinarUnderstand how to optimise payment processing in your law firm using Legl Pay. Watch the recorded session from August 19, 2025.
Enhancing Source of Funds with Legl – On-Demand WebinarSee how Legl’s updated Source of Funds reports now deliver deeper insights at speed. Watch the recorded session from June 26, 2025.
How to Improve Individual Client Onboarding & Compliance – Video Guide for Law FirmsPractical strategies for streamlining client onboarding while ensuring compliance with legal regulations.
Business Client Onboarding & KYB Compliance – Video Guide for Law FirmsLearn how to efficiently onboard business clients while meeting Know Your Business (KYB) compliance requirements.
Optimising & Streamlining Cash Flow – Video Guide for Law FirmsExplore best practices for managing and improving cash flow in your law firm.
Legl’s Source of Funds Solution – Video Guide to Financial Due DiligenceLearn how to simplify financial due diligence using Legl’s Source of Funds tool.
Streamlining Client Matter Inception with Legl – Video GuideA step-by-step look at how Legl’s Client Matter Inception (CMI) tools can help law firms onboard new matters efficiently.
Improving Residential Conveyancing Onboarding – Video Guide with LeglLearn how to enhance and simplify the onboarding process for residential conveyancing clients.
Helping Clients Complete the Source of Funds Process – Video GuideA practical guide for law firms on assisting clients with the Source of Funds verification process.