We've created several email templates for you to re-purpose and help introduce Legl to your law firm. The templates can be copied, edited and sent to anyone at your firm as needed, to ensure they are informed and excited about Legl.

Introducing Legl for the first time: Onboarding + Payments

Tools being rolled out: Legl's client onboarding, risk & compliance and payments

Subject: Introducing Legl: our new client payments, onboarding and compliance platform

Hi everyone,

I'm thrilled to share that we are rolling out a new client payments, onboarding and compliance software for the firm called Legl.

Legl, used by hundreds of national firms, will help us to digitise and automate these core business operations (payments, onboarding and AML compliance) by removing manual administrative tasks, enabling faster client payments and onboarding, and allowing the firm to manage risk more effectively - all while improving the client experience.

The Legl platform includes flexible workflows for:

Client onboarding: enables us to automate client onboarding processes, reduce admin, speed up transactions and file opening, and deliver a better client experience.
Risk & compliance: ensure that our processes are consistent, that results are accurate, and that our compliance team has visibility across our client base.
Payments & finance: enable us to collect money and invoices quickly and securely, improve our cash flow, automate our processes and simplify reconciliation.

Next steps:

I will be working with Heads of Department to define rollout and bespoke workflow requirements for each.
Shortly, you will receive training from the Legl Customer Success team. I will also be in attendance to help provide context and answer any questions.
Following that, you can expect resources to help you get started and further communication outlining when we will begin using it to replace any existing processes.

In the meantime, for examples of how Legl is being used by other firms you can find case studies on their website here: https://legl.com/case-studies/

Please reach out directly to me if you have any questions or concerns. Thank you!

Kind regards,

[insert name]

Introducing Legl for the first time: Payments

Tools being rolled out: Legl's client payments and finance management solutions

Subject: Introducing Legl: our new digital client payments and finance solution

Hi everyone,

I'm thrilled to share that we are rolling out a new digital client payments software for the firm, called Legl.

Legl, used by hundreds of national firms, will enable us to accelerate payment times and reduce lockup by making it easier for clients to pay. Additionally, reducing the manual admin within our finance operations - all while improving the client experience.

The Legl online payment solution will provide us with:

Payment methods tailored for our firm: A branded, customised checkout portal and other features specific to our firm to give our clients a first-class experience.
Faster payments and less manual chasing: Pre-populated, unique client payment request links for emails and invoices, with automated reminders available.
Added security and compliance: Payment tools that are SCA-enabled and PCI-compliant, helping us all to mitigate the risk of fraud.

Next steps:

I will be working with our Finance team to align on any bespoke requirements and add our new checkout portal to the website and invoice templates.
Shortly, you will receive training from the Legl Customer Success team. I will also be in attendance to help provide context and answer any questions.
Following that, you can expect resources to help you get started and further communication outlining when we will begin using it to replace any existing processes.

In the meantime, for examples of how Legl is being used by other firms you can find case studies on their website here: https://legl.com/case-studies/

Please reach out directly to me if you have any questions or concerns. Thank you!

Kind regards,

[insert name]

Introducing Legl for the first time: Onboarding

Tools being rolled out: Legl's client onboarding, risk and compliance solutions

Subject: Introducing Legl: our new client onboarding, risk and compliance platform

Hi everyone,

I'm thrilled to share that we are rolling out a new client onboarding, risk and compliance software for the firm, called Legl.

Legl, used by hundreds of national firms, will help us to digitise and automate these core business operations by removing manual administrative tasks, enabling faster client onboarding, and allowing the firm to manage risk more effectively. All while improving the client experience.

The Legl platform includes flexible workflows for:

Remote client onboarding: A best-in-class and firm-branded online onboarding experience for clients, with automated reminders (reducing our manual chasing).
Bespoke workflows: We can create custom workflow templates to streamline processes for different practice areas, risk profiles, individuals and businesses.
Automated risk monitoring: We will implement ongoing PEPs, Sanctions and Watchlist screening so we can be alerted to risk throughout the client relationship.
Risk & compliance visibility: We will have real-time visibility of client due diligence and risk across our client base, reducing the burden of our compliance needs.

Next steps:

I will be working with Heads of Department to define and build bespoke workflow requirements for each.
Shortly, you will receive training from the Legl Customer Success team. I will also be in attendance to help provide context and answer any questions.
Following that, you can expect resources to help you get started and further communication outlining when we will begin using it to replace any existing processes.

In the meantime, for examples of how Legl is being used by other firms you can find case studies on their website here: https://legl.com/case-studies/

Please reach out directly to me if you have any questions or concerns. Thank you!

Kind regards,

[insert name]

Running a successful launch with Legl at your firm

Legl & Actionstep integration guide

Legl Admin Launch Guide

Legl & Advanced P4W Integration guide

Change Management: External Legl Launch Email Templates