Overview
Batch reminders allows you to upload multiple outstanding payments at once and automatically follow up with firm-branded reminder emails. This helps streamline payment collection and reduce manual follow-ups when requesting payment from multiple clients.
You can create batches directly from the Pay dashboard.
Before you start
You will need a list of outstanding client payments ready to upload.
Your firm must have at least one bank account configured in Settings > Pay.
Reminders are sent after 1, 3, 7, 14 and 30 days, or until the payment is made. This is the default schedule — firm admins can edit it in the Payment reminders section of your firm's Pay settings.
How to create batch payment reminders
1. Access Batch reminders
Log in to your Legl account.
Navigate to the left-hand menu and select Pay.
Select Batch reminders from the list.
Click Create batch reminders in the top right corner.
2. Upload your CSV file
Select the bank account where payments should be received. The bank account selected applies to the entire batch.
Click Download .csv template.
Open the downloaded file and populate it with your payment details, then export or save it as a .CSV file. For each client, complete the following fields:
First name
Last name
Email address
Amount (e.g.
510.10)Send initial pay request email [Yes/No]
Enter "Yes" to send the first payment request email immediately.
Enter "No" to skip the first email and begin with automated reminder emails.
If you selected "Yes" for the initial request email, it will be sent immediately. Reminder emails will then follow your firm's reminder schedule unless payment is made. The schedule is displayed at the top of the page when creating a new batch.
Optional fields:
Matter reference
Invoice reference
Original payment date (format:
DD/MM/YYYY, e.g.23/01/2023)If entered, this date will appear in reminder emails.
Comment (internal only, not visible to clients)
Under CSV file, click Select file and choose your completed .csv file.
Click Next.
ℹ️ Important
Required fields left blank. The following fields must not be left blank: first name, last name, email, amount, and "Send initial pay request email [Yes/No]".
Incorrect formatting. Revise and correct as required:
Email: must match the format [email protected]
Amount: must be entered as "510.10" or "£510.50"
Send initial pay request email [Yes/No]: only accepts "Yes" or "No"
File headers edited or deleted. Undo any edits to the file header, or re-download the original .csv template and re-populate.
Columns removed from the file. Ensure all columns are present as per the original .csv download.
Amount too small or too large. This depends on your firm's minimum and maximum Pay Request limits, which an Admin can view and update in Settings > Pay.
3. Review & send
Clicking Next takes you to the Review & send page, where you can check each payment request before anything is sent.
Review the details of each payment request in the list.
You will be notified if an open pay request already exists for the same client email address, or for the same invoice reference. Each notification links to the existing open pay request so you can review it.
Flagged rows are skipped by default. Tick the checkbox next to a row if you would still like to create the payment request.
Click Send [X] requests. The button shows how many payment requests will be created.
The batch will now appear on the Batch reminders page.
What happens next
Individual pay requests are created for each client included in the batch.
Clients receive a unique payment link via firm-branded email.
Automated reminders are sent according to your firm's reminder schedule.
Once a client pays, reminders stop automatically.
The creator of the batch receives an email notification each time a payment is successfully made.
All payments and statuses can be tracked from the Pay dashboard, where you can filter by status (for example, Created, Sent, Paid, Refunded, Transferred).
ℹ️ Further guidance
How to locate previously created batches
Navigate to the left-hand menu and select Pay.
Select Batch reminders from the list.
Find the relevant batch in the list, or use the search bar to search by batch reference.
The list shows each batch's status, batch reference ID, who created it, the destination bank account, the number of created and successful payments, and the total payments value.
Important information
Required .csv fields — first name, last name, email, amount, and "Send initial pay request email" — must not be left blank.
Do not edit or remove the column headers in the .csv template.
Reminder emails stop automatically once payment is successfully made.
If an open pay request already exists for the same client email address or invoice reference, the row is flagged at the Review & send step and skipped unless you choose to include it. If you create it anyway, we recommend marking the original as Paid once payment is received.
Firm admins can edit the default reminder schedule in the Payment reminders section of your firm's Pay settings.