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 how to request changes.
What this covers
You can customise the following areas within Legl Pay:
Payment methods
Card types accepted
Invoice and matter reference requirements
Payment amount limits
Website checkout embedding
Multiple bank accounts
Payout schedules
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.
Changes are managed by the Legl Support team to ensure correct configuration.
Available settings in Legl Pay
Payment methods
You can customise which payment methods your firm accepts:
Credit or debit card payments
Or both
Clients will only see the methods you enable.
Type of credit card
You can control which card types are accepted, including:
AMEX (American Express)
International card payments
For example, if you do not wish to accept AMEX payments, this can be turned off.
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
Minimum payment amount
You can set a minimum payment threshold.
For example:
Only allow payments above £5.
Maximum payment amount
You can set a maximum payment limit for certain payment types, such as phone payments.
Limit phone payments to £10,000.
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.
Payout schedules
You can customise when funds are paid out to your bank account.
For example:
Standard payout after a set number of working days
Same-day payouts (if enabled)
Payment notifications
You can choose who receives payment notifications:
An individual user
Multiple users
A shared email inbox
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:
All payment settings are applied at firm level and cannot be customised per individual user.
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.
Note: To request changes to any Legl Pay settings, please email:
[email protected]