Overview
Legl Pay allows your firm to customise key payment settings to create a payment experience that fits your operational and client needs. These settings control how payments are accepted, processed, referenced, and paid out.
This article outlines the available settings and where to manage them.
What this covers
You can customise the following areas within Legl Pay:
Payment methods
Card types accepted
Payment plans
Payment limits
Invoice and matter reference requirements
Website checkout embedding
Multiple bank accounts
Payment notifications
This article does not cover how to create or manage individual Pay Requests.
How this works at a high level
All Legl Pay settings are configured at firm level. Once enabled or updated:
The selected options apply to all relevant payment links and transactions.
Clients will only see the payment methods you have enabled.
Reference requirements and payment limits apply automatically.
Payout timing follows your agreed schedule.
Some settings can be managed directly by Admins in Settings > Pay. Others are configured by Legl on your behalf. Each setting below indicates how it is managed.
Settings you can manage in Legl
The following settings can be updated by Admins directly in Settings > Pay. Clients will only see the methods you enable.
Payment methods
You can customise which payment methods your firm accepts:
International card payments
Card types
You can control which card types are accepted, including:
American Express (Amex)
Payment plans
You can enable or disable payment plans for your firm. When enabled, clients can pay in instalments rather than a single upfront amount.
Payment limits
You can set minimum and maximum payment limits to control the value of payments your firm accepts. Limits can be configured for:
Card payments (Pay Requests and Checkout Link)
Phone payments
Bank payments (where enabled)
Payment Portal — a separate maximum cap that applies specifically to payments taken via your embedded Payment Portal
Limits apply automatically to all relevant payment links and transactions once saved. Changes take effect immediately — no need to contact Support.
Settings managed by Legl
The following settings are configured by Legl on your behalf. To request a change, contact our Support team.
Invoice and matter references
You can require payers to provide:
An Invoice reference number
A Matter reference number
Or both
You can also:
Decide whether one or both fields are mandatory
Configure the format clients must follow when entering references
Embedding the checkout in your website
You can enable a payment portal that allows clients to pay directly through your firm's website.
Multiple bank accounts
You can enable payments into more than one bank account. For example:
A Client account
An Office account
This allows you to direct payments appropriately.
Payment notifications
You can choose who receives payment notifications:
An individual user
Multiple users
A shared email inbox
You can also set a notification threshold: an amount above which an email alert is triggered for a payment.
Where to find Pay settings in Legl
You can access and manage your Pay settings directly in Legl:
Go to Settings in the left-hand navigation.
Select Pay.
From here, you can view and update the settings your firm manages directly.
When you would use this
You may review or update your Legl Pay settings:
During initial onboarding
When expanding to overseas clients
When changing your firm's internal finance processes
If you need to adjust payment limits or payout timing
If you want to refine invoice or matter reference controls
Important information
All payment settings are applied at firm level and cannot be customised per individual user.
Settings you can manage directly (payment methods, card types, payment plans, payment limits) are updated in Settings > Pay.
All other settings require contacting our Support team.
Processing fees may vary depending on enabled payment types (e.g. Amex or International cards).
Payment limits apply automatically once configured and cannot be overridden per transaction.