Discover how to request, collect, and reconcile client payments more efficiently with Legl Pay. Watch the recorded session from December 17, 2025.
Legl Pay helps law firms reduce payment delays, improve client experience, and maintain full audibility - all without leaving the Legl platform. This session walks through the full Pay journey, from setup through to reconciliation.
If you missed the live session, you can catch up below.
What you’ll learn
In this training webinar, the Legl team cover:
Why firms struggle with chasing payments and fragmented payment processes
How Legl Pay fits into your existing workflows
The different ways to request payment from clients
What the client payment experience looks like
How payments are tracked, reconciled and reported
How Legl Pay supports compliance, audit trails and transparency
Common Pay workflows firms use post-launch
Webinar highlights
Why use Legl Pay?
Many firms still rely on:
Manual bank transfers
Invoices sent separately from onboarding
Offline reconciliation and spreadsheet tracking
This often leads to delays, missed payments, and poor visibility.
Legl Pay allows you to:
Request payments directly through Legl
Give clients a simple, secure payment journey
Track payment status in real time
Reduce time spent chasing and reconciling payments
Maintain a clear audit trail for every transaction
How Legl Pay works
Setting up payments
Legl Pay can be used for a range of payment types, including:
Initial onboarding payments
Matter-related fees
Ad hoc or follow-up payment requests
Admins can configure Pay as part of the firm’s setup, ensuring it’s available to relevant users and workflows.
Creating a payment request
From within Legl, users can:
Select the relevant client or matter
Create a payment request
Enter:
Amount
Description or reference
Any relevant context for the client
Send the request via:
Email sent by Legl (with automated reminders), or
A shareable payment link
Once sent, the payment request is tracked automatically.
Client payment experience
Clients receive a secure payment request that:
Clearly shows the amount and reason for payment
Is branded to your firm
Allows payment via supported payment methods
Requires no Legl login
Once payment is completed, both the client and your firm are notified.
Tracking and reconciliation
Within Legl, you can:
See the status of all payment requests (sent, paid, overdue)
View payment history by client or matter
Access timestamps and payment references
Download or export records for reconciliation
This removes the need for manual follow-ups or cross-checking bank statements.
Compliance and audibility
Legl Pay supports your compliance obligations by:
Keeping payments linked directly to the relevant client or matter
Recording who created and sent each request
Logging when payments were completed
Maintaining a clear, auditable record for reviews or inspections
Common firm workflows
Firms commonly use Legl Pay to:
Request payment immediately after onboarding
Collect fees before progressing to the next stage of work
Send follow-up payment requests without leaving Legl
Reduce delays caused by separate invoicing processes
Getting started with Legl Pay
To start using Legl Pay:
Contact [email protected] to confirm your Pay setup
Ensure relevant users have access
Decide where Pay fits into your firm’s workflows
Begin sending payment requests directly through Legl
If you’d like help mapping Pay into your existing processes, our team is happy to support.