Overview
This guide provides a high-level introduction to the Legl platform for law firm users. It explains what Legl is used for, how the platform is organised, and where to find more detailed guidance for common tasks.
What this guide covers
This article is intended as an orientation guide. It covers:
The main areas of the Legl platform and what they are used for
How law firm users typically interact with Legl
Where to manage client onboarding, payments, and monitoring
Where to find help and next steps
ℹ️ Important
This guide does not include step-by-step instructions. Use the further guidance links in each section to find detailed guides for specific tasks.
Training and webinars
Legl runs regular live training webinars through the Legl Academy, covering onboarding, payments, compliance, and more. Whether you are new to Legl or looking to get more from the platform, these sessions are practical and immediately applicable to your day-to-day work. On-demand recordings are available for all previous sessions.
ℹ️ Further guidance
Upcoming Legl Academy Webinars — register for live sessions covering all areas of the platform
Webinars: Client Due Diligence and Onboarding — KYC, KYB, and client onboarding workflows
Webinars: Payments — using Legl Pay to speed up billing and collect payments
Webinars: Risk and Compliance — managing AML risk, risk assessments, and staying compliant
Webinars: Workflows and Insights for Admins — streamlining workflows and using Insights to optimise performance
Webinars: Source of Funds — using Legl Source of Funds for client finance reviews
Webinars: Integrations — connecting Legl with your practice management software
If your firm would benefit from tailored training, you can book a bespoke session with the Support and Enablement Team.
Key areas of the platform
Click each title to open this and find out more.
Dashboard
Dashboard
The dashboard is your starting point in Legl. It provides an overview of:
Outstanding requests
Completed requests
Key activity and status information
Engage
Engage
Engage is used to manage client onboarding and AML checks for individuals and businesses. It also supports customised workflows, which are configured by firm administrators.
ℹ️ Further guidance
Engage for Individuals — KYC checks, CDD results, in-person verification, and individual client monitoring
Engage for Businesses — KYB checks, company reports, director screening, and business client monitoring
Pay
Pay
Pay is used to create and manage client payment requests within Legl.
ℹ️ Further guidance
Pay — guides for sending payment requests, managing payments, and processing refunds
Risk Assessments
Risk Assessments
Risk Assessments is used to create, complete, and manage AML risk assessments for individual and business clients. Assessments can be completed manually or triggered as part of an Engage workflow, and generate a risk rating based on your firm's configured questions and policy.
ℹ️ Further guidance
Risk Assessments — create, complete, and report on client and matter risk assessments
Monitoring
Monitoring
Monitoring provides alerts and updates for ongoing monitoring activities.
ℹ️ Further guidance
Ongoing Monitoring for Individual Clients — set up and manage monitoring for individual clients
Ongoing Monitoring for Businesses — monitor business clients and manage alerts
Insights
Insights
Insights is used for reporting and visibility across activity in the platform.
ℹ️ Further guidance
Legl Insights — dashboards and reports for MLRO oversight, Engage analytics, and usage tracking
Settings
Settings
Settings allow you to manage your personal account details, such as your department and password. Access your account settings by clicking your name or icon at the bottom of the left-hand navigation.
Managing client requests (at a glance)
In Legl, client requests are created in either Engage or Pay, depending on the task.
At a high level:
Requests are created by law firm users
Clients receive a secure link to complete the request
Request status updates are visible within the platform
Automated reminders may be applied, depending on how the request is sent
For detailed instructions, refer to the relevant "How to" guides.
Communicating with clients
Workflows
Workflows are pre-set templates configured by your firm's admin, ensuring all elements of the onboarding journey required from your client are received as expected.
Reminders
If reminders are enabled, these will follow the cadence of: 1, 3, 7, 14 and 30 days. These can be enabled or disabled to your firm's preference.
Key things to be aware of
ℹ️ Important
Workflows and reminders are configured at firm level and may vary depending on your organisation
Some actions and decisions sit with your firm, not Legl
Access to features may depend on your role or permissions
If you are unsure how something works in your firm's setup, contact your firm administrator.
Where to find help and support
If you need further assistance:
Use Live Chat via the blue bubble in the bottom-right corner of the platform
Contact our Support team for technical queries or platform assistance
Contact your firm administrator for questions about permissions or workflows