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
This guide does not include step-by-step instructions, please see further guidance for specific processes.
Key areas of the platform
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.
Pay
Pay
Pay is used to create and manage client payment requests within Legl.
Monitoring
Monitoring
Monitoring provides alerts and updates for ongoing monitoring activities.
Insights
Insights
Insights is used for reporting and visibility across activity in the platform.
Settings
Settings
Settings allow you to manage your personal account details, such as your department and password.
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.
ℹ️ Further guidance
Communicating with Customers
Workflows:
Workflows are pre-set templates set by your firm's admin, ensuring all elements of the onboarding journey, which are 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 firms preference.
Key things to be aware of
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:
Visit the Legl Knowledge Base for detailed guides and videos
Use Live Chat via the blue bubble in the bottom-right corner of the platform
Email the Support team at [email protected]
Contact your firm administrator for questions about permissions or workflows