Overview
A Pay Request allows you to send a secure payment link to a client for a specific amount. You can pre-fill their details, add references, attach invoices, and track payment status in real time from your Pay dashboard.
You would typically use this when requesting payment for an invoice, onboarding fee, money on account, court fee, or other matter-related charges.
How to create and send a Pay Request
1. Go to the Pay dashboard
Log in to your Legl Dashboard.
Click Payments.
Select Payment Requests from the left-hand menu.
Click Create Pay Request at the top of the screen.
The Pay dashboard is where you can view all payment statuses, including Created, Sent, Paid, Refunded, and Transferred. You can also filter, search, and export payment data from this screen.
2. Enter your client’s details
Enter the client’s first name, last name, and email address.
Add a client reference (recommended for easier searching and reconciliation).
If the client already exists in your database, select them to auto-fill their details.
3. Choose the payment type
You can select:
Single payment – for a one-off payment.
Payment plan – to spread a larger amount over multiple months.
If selecting a single payment:
Enter the payment amount.
Select the correct bank account.
Add an invoice reference and/or matter reference if required.
Upload up to 10 files (for example, an invoice).
Add any internal comments (visible to your team only).
Click Create Pay Request.
If selecting a payment plan:
Enter the total amount.
Enter the monthly payment amount.
Select the start date.
Choose the relevant account.
Add references or attachments as needed.
Click Create Pay Request.
ℹ️ Further Guidance:
For payment plans, the client enters their card details once, and payments are taken automatically each month. They receive a reminder before each payment is collected.
4. Send the Pay Request
After creating the request, it has not yet been sent.
You can:
Click Send Email to send a firm-branded email directly from Legl (sent from [email protected]).
Enable automated reminders to send after 1, 3, 7, 14, or 30 days (and continue until payment is made).
Choose to CC yourself (the client will see your email address included).
Click Copy shareable link to paste the payment link into your own email.
If you need to share the request with a third party, use the Copy shareable link option and send it manually.
ℹ️ Further Guidance:
Additional payment methods (optional)
In addition to Pay Requests, Legl also supports:
Checkout links – Generic payment links you can add to invoices or your website (for example, “Pay My Bill”). Clients enter their own details and payment amount.
Phone payments – Take card payments over the phone or in person. Card details are not stored on the platform.
Payment steps in Engage workflows – Add a payment request directly into onboarding or CDD workflows (admin access required).
Important information
A Pay Request link is unique to the specific client and payment details entered.
Clients cannot edit the payment amount on a Pay Request link.
It is not possible to CC a third party directly within the Pay Request email—use the shareable link instead.
If needed, you can issue a full or partial refund from the payment screen.
You can manually close a payment link to prevent further payments.
Note: For changes to payment limits, enabling additional payment methods, or embedding a checkout link on your website, contact [email protected].
Video walkthrough
For further assistance, please contact us at [email protected].