Overview
This article explains how to add a payment request step to an Engage workflow in Legl. A payment step allows clients to make a payment as part of their onboarding flow — at the same time as completing other steps such as ID verification or document signing.
Before you start
You must have Administrator access to create or edit workflows in Legl.
Your firm must have the Pay product enabled and at least one bank account connected to Legl.
You need an existing workflow to add a step to, or create a new one first.
How to add a payment request step
Navigate to Engage > Workflows.
Open an existing workflow or create a new one.
Click Add step and select Payment request.
Enter a step name that reflects the type of payment — for example, "Payment on account".
Add a description to explain to the client why the payment is required.
Set the payment amount, or leave it blank to allow the user to enter the amount when sending the workflow to a specific client.
Select the bank account to receive the payment, if you have more than one connected.
Click Add to workflow.
What happens next
When a user sends the workflow to a client, the payment step appears in the workflow alongside any other steps. The client completes the payment as part of the onboarding flow in a single, seamless experience.
Once submitted, the payment appears in the following places:
CDD Report for the client
Pay dashboard
Important information
Only users with Administrator access can add or configure payment steps in a workflow.
The Pay product must be enabled for your firm to use payment request steps.
If the payment amount is left blank during workflow setup, the user sending the workflow must enter the amount each time.
Only bank accounts already connected to Legl will appear as options in the step configuration.