These templates help your team understand who Legl is, why the firm is implementing it, what is coming next, and how it will affect their day-to-day work. Each template can be copied, edited, and shared internally.
When to use these templates
Before or during your internal Legl launch
When communicating changes to onboarding, compliance, or payments
When rolling out Legl to a new team or department
To ensure consistent messaging across the firm
How to use these templates
Choose the template that best matches the tools your firm is launching. Copy the text, replace the placeholder content in square brackets, and adapt the wording to your firm's tone before sending.
Template 1: Pre-launch internal memo
Use this memo to communicate the upcoming change to everyone at the firm before Legl goes live.
ℹ️ Example memo
Hello everyone,
You will be invited to attend a training session next week on a new system we will be implementing with our partner Legl. This system will streamline our file opening process by automating the client due diligence needed for new clients and allowing them to complete ID verification steps online.
Legl is used by many national law firms to give clients the best possible customer experience from the moment they start working with our firm. This is an opportunity to remove manual effort during the onboarding of a new client and the due diligence required as part of this, while also enabling us to onboard clients remotely.
We can mirror our existing onboarding and client due diligence process with customised workflows set up for each department, and include all relevant documents and payments within the initial interaction so clients can instruct us quickly with less manual back-and-forth.
The payment tools enable our clients to pay us via debit or credit card as an extra payment option, with a view to decreasing the time spent chasing clients and offering a quicker way to pay than bank transfer or calling us.
You will receive full training on how to use the system, and we will circulate training materials ahead of the launch so everyone is confident with the updated process.
For examples of how Legl is used by other firms, see the case studies at legl.com/case-studies.
Template 2: Launch email — Onboarding and payments
Use when launching Legl's client onboarding, risk and compliance, and payments tools together.
Tools being rolled out: Legl's client onboarding, risk & compliance, and payments.
Subject: Launching Legl: Onboarding and Payments Platform
Hello team,
Starting from [insert date], we'll begin using the Legl platform to streamline both our client onboarding and payment processes.
Who is Legl?
Legl is a legal technology platform that helps law firms deliver a faster, smoother client experience by digitising core processes like onboarding, compliance, and payments—all in one place.
Why Legl?
Legl allows us to shift time-consuming admin tasks—like collecting ID documents, verifying clients, and handling payment links—to an easy-to-use online experience for clients. This helps us work faster, improve cash flow, and remain compliant.
What's next?
If you haven't yet watched the introductory Legl training, please request a copy of the video. You should have also received an email to set up your Legl account. If not, let me know so we can sort it out promptly.
How will this affect you?
You'll now use Legl as the main platform for onboarding and payments. For most clients, everything will happen online. If a client chooses to come into the office, remember to log any checks or payments into Legl, just as we covered in training.
If you have any questions, reach out to [email protected] or use the in-platform Chat feature at the bottom right of the Legl dashboard.
Thanks for your support as we adopt Legl!
Template 3: Launch email — Payments only
Use when launching Legl's payments solution only.
Tools being rolled out: Legl's client payments and finance management solutions.
Subject: Legl Launch – Payments and Finance Solution
Hello team,
From [insert date], we'll begin using Legl to request and manage payments from clients.
Who is Legl?
Legl is a digital platform built for law firms to manage onboarding, compliance, and payments efficiently—all in one place.
Why Legl?
Using Legl will help us send payment requests faster and improve turnaround time for receiving funds. This means we can open matters more quickly and give clients a better, more modern experience.
What's next?
Most of you have attended the Legl training. If not, please request the recording. Make sure you've activated your Legl account—let me know if you haven't received your setup email.
How will this affect you?
Going forward, Legl will be the main platform for sending payment requests. In-office payments must still be logged in Legl, per the training, to ensure accurate records.
If you have any questions, reach out to [email protected] or use the in-platform Chat feature at the bottom right of the Legl dashboard.
Thanks for your support as we adopt Legl!
Template 4: Launch email — Onboarding and compliance
Use when launching Legl's client onboarding, risk, and compliance tools without payments.
Tools being rolled out: Legl's client onboarding, risk, and compliance solutions.
Subject: Legl Launch – Client Onboarding, Risk & Compliance
Hello team,
From [insert date], we'll be using Legl to improve how we onboard clients and manage compliance.
Who is Legl?
Legl is a digital tool for law firms that modernises the way we gather and verify client details, helping us comply with regulations quickly and efficiently.
Why Legl?
Legl centralises information collection, enabling faster decisions around matter risk and compliance checks. It gives clients a seamless, self-serve experience, while freeing us up to focus on more valuable work.
What's next?
You should have completed Legl training. If not, ask for the recording. Also check that you have activated your Legl account; if you did not receive the setup email, let me know.
How will this affect you?
You'll now use Legl to manage client onboarding. Clients will complete most steps online. For clients who prefer in-person processes, remember to log all details into Legl as trained.
If you have any questions, reach out to [email protected] or use the in-platform Chat feature at the bottom right of the Legl dashboard.
Thanks for your support as we adopt Legl!
Important information
Templates are intended as guidance and can be edited to suit your firm's tone and processes.
Ensure all users complete Legl training and activate their accounts as part of the rollout.
Any in-person onboarding checks or payments must still be logged in Legl, as covered in training.
Related guides
ℹ️ Further guidance
For client-facing templates including client care letter wording and workflow welcome messages, see Launching Legl — Client Communication Templates.