Overview
General settings is where firm Admins manage the settings shared across your Legl products. There are two categories: Branding, which controls your primary colour and the logos your clients see, and Contact details, which controls how clients reach your firm. Changes are self-serve and take effect once saved.
Before you start
You must be a Legl Admin.
Your firm's initial branding is configured by the Legl team before you go live, using information from your firm's website. Once you are live you can update it yourself.
How to configure your branding and contact details
Log in to the Legl Dashboard.
Go to Settings from the left-hand navigation menu.
Select General.
Choose Branding or Contact details from the categories on the left.
Update the fields you need.
Select Save to apply your changes.
Branding
Set your firm's primary brand colour and the logos shown to your clients.
Firm name – shown here for reference. Your firm name is managed by Legl and cannot be edited on this page. To change it, contact our Support team.
Primary colour – entered as a hex value and applied across the end client Engage experience and Legl Pay. Changing this currently has limited effect, and it is not yet applied to email headers, footers, or buttons.
Firm logo – shown across the end client Engage experience, emails and documents. Drag and drop a file or select Browse files. Accepts PNG, JPG or SVG up to 5MB.
Mobile logo – a compact, square mark used on mobile and other tight spaces where the full logo does not fit. If no mobile logo is set, your firm logo is used instead. Accepts PNG, JPG or SVG up to 5MB.
Password protected files cannot be uploaded.
ℹ️ Tip
To preview what this will look like for your clients, use the following format:
The "yourfirm" part matches the domain from your firm's website. If you are unsure, contact our Support team.
Where your clients see your branding
Your firm's branding is displayed to clients on the left-hand side of the client portal.
The following information can be included in this section:
Your firm's logo
Your firm's address
Your phone number
Your email address
A link to your website
The client portal URL is also customised based on your website URL.
Engage request link
Pay request & checkout link
Contact details
How clients reach your firm. These details appear in the Engage end-client experience.
Email – your firm's contact email.
Phone number – your firm's contact number.
Website – your firm's public website address.
Offices – add the offices clients can see during their Engage journey. Select Add office to add one, and mark one as your head office to show it first.
Firm personalised emails
Firm branding is also applied to "getting started" emails sent from Legl to clients, ensuring a consistent experience across communications.
ℹ️ Further guidance
To see how to customise the "getting started" message that is sent to clients, see the following articles:
What happens next
Your firm's branding is set up for you prior to going live, using details taken from your website.
Important information
Your firm's initial branding is set up by the Legl team before you go live.
Admins can update your firm's logos and primary colour from the general settings page in Legl.
To change any other branding details, contact our Support team.