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 — please see further guidance for specific processes.

Key areas of the platform

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 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 is used to create and manage client payment requests within Legl.

Monitoring

Monitoring provides alerts and updates for ongoing monitoring activities.

Insights

Insights is used for reporting and visibility across activity in the platform.

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.

ℹ️ Further guidance

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

⚠️ 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.