Overview
This guide walks admins through launching Legl at your firm, from initial kick-off through to go-live and ongoing adoption. It covers roles, timelines, implementation steps, training, and communication best practices.
Most firms go live within 2–4 weeks of signing, with some firms live in as little as one week depending on size and rollout approach.
Before you start
Assign a Success Owner to lead the Legl project internally
Assign an Executive Sponsor to provide senior sign-off and champion adoption
Agree on objectives and success metrics for your Legl rollout
Confirm your rollout approach: All Out (firm-wide from day one) or Phased (pilot team first, then expand)
What you will be able to do
Lead a structured Legl launch with clear roles and responsibilities
Configure Legl branding, workflows, and payment settings
Deliver effective admin and user training
Communicate the launch internally and to clients
Transition into live operations with confidence
Roles and responsibilities
Your firm
Success Owner: Leads the Legl launch project and ongoing adoption. They are familiar with the Legl setup and facilitate training and internal change management.
Executive Sponsor: Provides sign-off and guidance on timelines, change management, and the scope of the Legl implementation.
Legl team
Launch Manager: Ensures your firm is set up for success from launch to adoption and growth. Partners closely with your Success Owner(s) to drive adoption.
Customer Support: Available to answer questions, provide product or technical support, and assist with configuration.
Key phases of the launch
1. Pre kick-off
The Legl Enablement team sets up your account, applies firm branding, and configures default workflows in preparation for launch.
2. Kick-off call
You will be introduced to your Legl Launch Manager, align on goals and success metrics, and review the agreed launch plan.
Recommended attendees: 2x firm Success Owners, Executive Sponsor, and any influential or consultative members.
Agenda:
Introduction to your Launch Manager
Reconfirm objectives
Align on the launch plan, timelines, and dependencies
Determine next steps and ownership
3. Implementation
Workflows are configured and payment features are set up if applicable. This phase focuses on tailoring Legl to your firm's processes. Legl's implementation can be completed in as little as 24 hours once workflows, branding, and users are configured.
4. Training
Admin and user training is delivered through live sessions or recordings to familiarise teams with the platform. See the Training section below for detail.
5. Go-live
Legl is introduced into live operations. Announce the launch, share a checklist of tasks for teams, and monitor early activity.
Launch checklist
1. Pre kick-off
Your firm
Assign Success Owner and Executive Sponsor
Agree objectives and success metrics
Confirm rollout approach (All Out or Phased)
Legl
Schedule the kick-off call
Set up your firm's Legl instance
Apply firm branding
Configure default workflows
2. Kick-off call
Introduction to your Legl Launch Manager
Alignment on goals and success metrics
3. Implementation
Your firm
Complete Adyen (payment provider) registration (if applicable)
Build and customise workflows
Add and manage user roles
Review and approve configuration
4. Training
Arrange admin and user training
Share training materials
Deliver training sessions
Collect feedback and respond to queries
5. Go-live
Notify internal stakeholders
Begin using Legl in live operations
Monitor early activity and resolve issues
Schedule a post-launch review
Training your firm
Successful implementation relies on informed, educated, and confident users. Training can be delivered via live sessions, on-demand resources, or firm-created materials.
Admin training
Duration: 30–45 mins via Zoom
Audience: Admins (Success Owners / Heads of Department)
Covers: Adding users, setting permissions, building workflows, using Compliance Dashboard
User training
Duration: 30–45 mins via Zoom
Audience: Users of onboarding, risk, and compliance tools
Covers: Sending workflows, client experience, reviewing completed workflows
Maximising the impact of training
Pre-training communication: Explain why the firm is implementing Legl, the benefits it brings, and how training will support users in their day-to-day work
Set expectations: Clearly communicate who needs to attend training and any deadlines around the rollout
Post-training Q&A sessions: Create opportunities for users to ask questions and provide feedback after training is complete
Find your super users: Identify power users who can champion adoption and assist with further change management across the firm
Communication
Communicate the following to your team before launch:
What Legl is and why the firm is adopting it
Which tools will be implemented
Expectations from everyone at the firm
You should also update client-facing documentation such as client care letters and terms of business to explain the use of Legl for secure digital identity verification, online payments, and document sharing.
What to do next
Schedule a post-launch review with your Launch Manager
Monitor adoption and gather feedback from users
Explore additional Legl features with your Customer Success Manager
ℹ️ Further guidance
Visit the Legl Help Centre for a full library of guides, or contact our Support team for assistance.
Important information
Most firms go live within 2–4 weeks of signing. Implementation can be completed in as little as 24 hours once workflows, branding, and users are configured.
Only users with Administrator access can manage workflows, add users, and configure firm settings.
The Success Owner should be familiar with the Legl setup before training begins, to support their team effectively.