Overview
This guide explains how admins can lead a successful Legl launch, from kick-off through to adoption. It outlines roles and responsibilities, launch approaches, implementation steps, and training best practices.
1. Launch kick-off
Roles and responsibilities
Legl team
Launch Manager: Ensures your firm is set up for success from launch to adoption and growth with Legl. Partners closely with your firm's Success Owner(s) to drive adoption of existing and new functionality.
Customer Support: Available Monday–Friday, 9am–6pm GMT to answer questions, provide product or technical support, and assist with brand or admin requirements.
Your firm
Success Owner: Leads the Legl launch project and ongoing adoption of new functionality. They are familiar with the Legl setup and facilitate training and internal change management.
Executive Sponsor: Key stakeholder providing sign-off and guidance on timelines, change management, and the scope of the Legl implementation.
Typical launch steps
Kick-Off Call: Introduction to your CSM, alignment on your launch plan, and determination of next steps and responsibilities.
Implementation: Complete firm branding, payment settings, and custom client workflows. Communicate a training and rollout plan with your team.
Training: Remote video training led by your CSM to prepare users for the platform.
Launch: Begin using the Legl platform, replacing any existing processes.
2. The kick-off call
Agenda
Introduction to your Launch Manager / CSM
Reconfirm objectives with Legl
Align on the launch plan, including timelines and dependencies
Determine the next steps and ownership
Recommended preparation
Attendees: 2x firm Success Owners, a firm Executive Sponsor, and any influential or consultative members
Considerations: Departments launching Legl, timelines, dependencies, roles, and responsibilities
3. Determining your launch approach
The "All Out" approach
Ideal for quick value realisation and firm-wide consistency. Suitable for firms with established internal processes or replacing existing software.
The "Phased" approach
Suits firms that may still be re-establishing internal processes and want to incorporate feedback before a full launch. This typically involves starting with a pilot team or limited number of departments before rolling out further.
4. Communication
Announcing Legl to your firm
Communicate the following to your team:
What Legl is and why the firm is adopting it
Which tools will be implemented
Expectations from everyone at the firm
Adding Legl to client-facing documentation
Use templated copy for client care letters and terms of business to explain the use of Legl for secure digital identity verification, online payments, and document sharing.
5. Implementation
Implementation and customisation
Legl's implementation can be completed in as little as 24 hours. Key steps:
Set up at least one workflow
Confirm client-facing branding and custom settings
Implementation checklist
Attend kick-off call (Success Owner)
Create and access your Legl account (Success Owner)
Determine custom settings (Success Owner)
Create custom workflows in Legl (Success Owner)
Attend user training (Success Owner)
Add users to your Legl account (Success Owner)
6. User training
Training your firm
Successful implementation relies on informed, educated, and confident users. Training approaches can vary:
Live training and on-demand resources
Firm-created and delivered training
Live training session examples
Admin training
Duration: 30–45 mins via Zoom
Audience: Admins (Success Owners / Heads of Department)
Agenda: Adding users, setting permissions, building workflows, using Insights MLRO
User training
Duration: 30–45 mins via Zoom
Audience: Users of onboarding, risk, and compliance tools
Agenda: Sending workflows, client experience, reviewing completed workflows
Getting started training materials
Provide resources for logging into Legl, sending workflows, reviewing reports, and more.
7. Maximising the impact of user 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.
8. Launch and support
Communicate the launch
Announce the launch and share a checklist of tasks for teams, departments, or users so everyone knows what is expected of them from day one.
Find your super users
Identify power users who can provide feedback, champion adoption, and assist with further change management across the firm.
Important information
Legl's implementation can typically 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.
Support
Legl's support team
Operating hours: Monday–Friday, 9am–6pm GMT
Email: [email protected]
Live Chat: Accessed via the bottom right corner of your Legl account