Overview
A successful Legl launch depends on clear communication with your team and your clients. This article provides ready-to-use templates you can adapt and share when introducing Legl at your firm, including an internal memo, terms and client care letter wording, and a workflow welcome message.
Use these as a starting point and adapt the wording to your firm's tone and requirements.
When to use these templates
Use these templates when:
Preparing to launch Legl at your firm for the first time
Rolling out Legl to a new team or department
Updating your terms, client care letters, or onboarding materials to include Legl
Creating a consistent client-facing message across your workflows
Template 1: Internal memo
Use this memo to communicate the change internally to everyone at the firm who will be using Legl with clients.
ℹ️ Example memo text
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: Terms and client care letter wording
Add this wording to your terms of business or client care letters to set expectations with clients about how Legl will be used during onboarding.
ℹ️ Example terms wording
We use the services of Legl to provide secure digital identity verification, online payments, and to share key documents as part of our client onboarding process, in line with our regulatory obligations.
All information provided is securely processed by Legl using the highest security standards to encrypt your details and keep your personal data safe. You will receive a link to start your client onboarding, and you will be redirected to Legl's portal where the verification will take place. You will receive an immediate email confirmation once the flow is finalised.
You can find Legl's Terms of Use at legl.com/terms-of-use and Privacy Policy at legl.com/privacy-policy.
If you have any questions, please contact us at [your firm's support contact].
ℹ️ Important
Update the wording to reference your specific regulator (for example, SRA for firms in England and Wales, or the relevant regulator in your jurisdiction). Replace [your firm's support contact] with your own support email address or contact page.
Template 3: Workflow welcome message
Each Engage workflow can include a welcome message that appears when your client opens the request. A clear, friendly welcome message improves completion rates.
ℹ️ Important
The welcome message has a 400 character limit to keep it concise and encourage quick completion.
ℹ️ Example welcome message
Welcome to [Firm Name], we are looking forward to working with you.
In order to meet our obligations under the Money Laundering Regulations, we are required to run identity checks on new clients. Once you have completed this client onboarding process, we will review the documents submitted and be in touch with the next steps.
Many thanks in advance.
Important information
These templates are starting points, not fixed scripts. Adapt the wording to reflect your firm's tone and regulatory obligations
Make sure Legl is built into your existing onboarding process, and that all users understand when to send the onboarding request to their client
Add the online payment option to your invoices and website to make it easier for clients to pay quickly
If you need help adapting these templates or have questions about your launch, contact our Support team