This guide explains how Legl Pay works within onboarding and matter workflows to help firms request, track, and reconcile client payments efficiently. It is designed for firms looking to reduce manual payment handling while maintaining a seamless client experience.
What this guide covers
This article focuses on how to optimise workflows using Legl Pay, including:
Embedding payment requests into onboarding and engagement workflows
Sending payment links to clients
Tracking payment status and progress
Managing partial, outstanding, and completed payments
Improving visibility and control over client payments
This guide does not cover firm-specific accounting policies or external finance system configuration.
How Pay workflows work at a high level
Legl Pay allows firms to build payment steps directly into their client onboarding or matter workflows.
At a high level, the process typically includes:
Creating a workflow that includes a payment step
Sending a secure payment link to the client as part of onboarding or engagement
Allowing clients to complete payment online
Automatically updating payment status within Legl
Providing visibility to fee earners and operations teams on payment progress
This reduces manual follow-ups and ensures payments are aligned with key onboarding stages.
Sending payment requests to clients
Payment requests are issued through workflows, allowing firms to control when and how payments are requested.
You can use this to:
Request payment at the start of onboarding
Align payments with engagement or compliance milestones
Ensure clients receive clear, consistent payment requests
Payment links are sent to clients electronically, making it easier for them to complete payment without additional back-and-forth.
Tracking and managing payment status
Once a payment request has been sent, Legl provides visibility into its status.
This includes:
Seeing whether a payment is pending, partially paid, or completed
Identifying outstanding payments that may require follow-up
Understanding where payments sit within the wider onboarding workflow
This helps teams manage work more efficiently and reduces uncertainty around payment progress.
Improving cash flow through workflow design
By embedding payments directly into workflows, firms can optimise when payments are requested and reduce delays.
This approach helps to:
Reduce time spent chasing payments
Improve cash flow predictability
Ensure work progresses only when required payments are completed
Workflow-driven payments also create a more consistent experience for both internal teams and clients.
When you would use Legl Pay workflows
You would typically use Pay workflows:
During client onboarding
When issuing engagement-related payments
When you want payment completion to trigger or unblock next steps
When improving visibility and control over client payments
Key things to be aware of
Important:
Payment availability and behaviour depend on how your workflows are configured.
Clients must complete payment using the secure payment link provided.
Payment status updates automatically, but downstream actions depend on your workflow design.
Legl facilitates the payment process but does not replace firm-level financial controls or approvals.