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, and the key phases of your launch — with links to the detailed guides for each step.
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
Name the people who'll lead the change:
Assign a Success Owner to lead the Legl project internally
Assign an Executive Sponsor to provide active senior backing throughout the launch — not just sign-off at the start
Name a change champion at your firm (often the same person as the Success Owner in smaller firms; a separate role in larger ones) to carry the launch internally, day to day
Identify a power user in each department who'll be the local expert their colleagues turn to first
Get aligned on what success looks like:
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)
Prepare yourselves and the firm for the change:
Read Launch Phase 3: Leading change at your firm when launching Legl — the Success Owner, Executive Sponsor, and champion should all work through it before kick-off
Send appropriate communications to your firm so that they know what's coming — templates are available in Launch Phase 3: Internal communication templates for your launch
What you will be able to do
Lead a structured Legl launch with clear roles and responsibilities
Configure Legl branding, workflows, and payment settings
Plan and deliver training that fits how your team learns and works
Communicate the launch internally and to clients
Transition into live operations with confidence
Embed the change and review adoption over the first 90 days
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.
Change champion: Carries the launch internally, day to day. Often the same person as the Success Owner in smaller firms; a separate role in larger ones.
Legl team
Launch Manager: Ensures your firm is set up for success from launch to adoption and growth. Partners closely with your Success Owner 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.
Change work running alongside: Name your change champion and identify power users in each department. Send an awareness message to the firm so people know what's coming and why — don't let kick-off be the first time most of the team hears about Legl.
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
Change work running alongside: Agree the audience map for the rollout — who needs to hear what, when, and through which channel.
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.
Change work running alongside: Use the configuration choices as a chance to involve any potential power users from each department — they have the matter-type knowledge that makes workflows fit real practice. Their early involvement also turns them into informed advocates by the time training comes around.
4. Training
Admin and user training is delivered through live sessions or recordings to familiarise teams with the platform.
Change work running alongside: Send a pre-training communication explaining why the firm is changing, not just what training to attend. The pre-training message often shapes how willing people arrive on the day — explain the why and you change the energy in the room.
5. Go-live
Legl is introduced into live operations. Announce the launch, confirm all checklist items are complete, and monitor early activity.
Change work running alongside: Make support visible. The first week after go-live is when the firm decides whether help is genuinely available. Visible support builds trust; absence of visible support breeds workarounds.
Step-by-step setup
Work through each phase in order using the articles below. Each article covers a specific step in detail — follow the transitional links at the end of each one to move through the journey.
Phase 2 — Configuration
Phase 3 — Change management
Phase 4 — Go live
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.
ℹ️ Important
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.
Resistance is information, not a problem. Listen to it, address what is valid, and use it to refine your approach. Generic reassurance does not work; specific responses to specific concerns do.