Overview
This article provides pre-written external email templates to help law firms introduce Legl to their clients. It is designed to support client communication during launch, reassuring clients about digital onboarding, identity verification, and regulatory compliance.
The templates can be copied, edited and sent to any of your clients as needed, to ensure they are informed and excited about Legl.
What this covers
This article includes example copy you can reuse or adapt for client-facing communications, including:
Suggested wording for client care letters or terms of business
Example “getting started” messages within Legl workflows
It does not cover how to configure workflows or send emails within the platform.
You may include the following wording in your client care letters or terms of business:
Templated copy for your client care letters/ terms of business.
We use the services of Legl to provide secure digital identity verification, online payments, and to share key documents as part of our client onboarding process, in line with SRA regulation.
All information provided is securely processed by Legl using the highest security standards to encrypt your details and keep your personal data safe. You will receive a link to start your client onboarding, and you will be redirected to Legl's portal where the verification will take place. You will receive an immediate email confirmation once the flow is finalised.
You can find Legl's Terms of Use here [https://legl.com/terms-of-use] and Privacy Policy here [https://legl.com/privacy-policy].
If you have any questions, please contact us - [Link to your support email address]
Example “getting started” messages within Legl workflows
You can personalise the emails sent to your clients when a KYC invitation or engagement report is issued. These emails request that clients complete the information you require and can be customised to reflect your firm’s branding, tone, and messaging.
ℹ️ Further Guidance
To understand how to customise the "getting started" message within an engage request please see the following articles:
You may include the following wording in your engage requests:
Example "getting started" message
Welcome to [law firm name], we are looking forward to working with you.
In order to meet our obligations under the Money Laundering Regulations, we are required to run identity checks on new clients. Once you have completed this client onboarding process, we will review the documents submitted and be in touch with the next steps.
Many thanks in advance.
Second example "getting started" message
Thank you for instructing [law firm name].
In accordance with current anti-money laundering requirements, each client must provide us with proof of identification in the form of a government issued photo ID. If you cannot supply this please contact us.
Acceptable Photo ID includes:
Current Passport
Photocard Driving Licence
Residency Card (if applicable)
We aim to make it as easy and secure for you as possible to provide us with these documents, and you can do so using our online platform. Simply click on the link below saying “Get Started” and follow the instructions.
We advise that you complete this using a smart device, as you will be required to upload photographs of your documents.
When you would use this
You would typically use these templates:
When launching Legl to existing or new clients
When updating client care letters or terms of business
When setting up client-facing messaging in onboarding workflows
When explaining identity verification and document requirements