Overview
This guide explains how the Legl launch process works, from initial setup through to go-live. It is designed for firms preparing to onboard Legl and want a clear view of timelines, responsibilities, and key activities involved in a successful launch.
Most firms are able to go live within 2–4 weeks of signing, with some firms live in as little as one week, depending on firm size and rollout approach.
What this guide covers
This article covers:
The typical Legl launch timeline
Key phases of the implementation process
Roles and responsibilities across your firm and the Legl team
A practical launch checklist
Internal and external communication templates
This guide does not cover detailed configuration steps or feature-specific setup instructions.
Key phases of the Luanhc
The Legl launch follows a structured but flexible approach to ensure you are set up quickly and confidently:
1.Pre Kick-Off
The Legl Enablement team sets up your account, applies firm branding, and configures default workflows in preparation for launch.
2.Kick-Off Call
You will be introduced to your Legl Launch Manager, align on goals and success metrics, and review the agreed launch plan.
3.Implementation
Workflows are configured and payment features are set up if applicable. This phase focuses on tailoring Legl to your firm’s processes.
4.Training
Admin and user training is delivered through live sessions or recordings to familiarise teams with the platform.
5.Go-Live
Legl is introduced into live operations and used as part of your day-to-day workflows.
The process is designed to minimise disruption while ensuring adoption and value as early as possible.
Roles and responsibilities
Your firm
Success Owner
Leads the Legl project and drives internal adoption.Executive Sponsor
Provides senior support, authorises decisions, and champions change internally.
Legl team
Launch Manager
Oversees onboarding, provides guidance, and ensures timely delivery.Customer Support
Available Monday to Friday, 9am–6pm (GMT), to assist with configuration, queries, and technical matters.
Launch checklist
1. Pre Kick-Off
Your firm
Assign Success Owner and Executive Sponsor
Agree objectives and success metrics
Confirm rollout approach (All Out or Phased)
Legl
Schedule the Kick-Off Call
Set up your firm’s Legl instance
Apply firm branding
Configure default workflows
2. Kick-Off Call
Introduction to your Legl Launch Manager
Alignment on goals and success metrics
3. Implementation
Your firm
Complete payment provider KYC (if applicable)
Build and customise workflows
Add and manage user roles
Review and approve configuration
4. Training
Arrange admin and user training
Share training materials
Deliver training sessions
Collect feedback and respond to queries
5. Go-Live
Notify internal stakeholders
Begin using Legl in live operations
Monitor early activity and resolve issues
Schedule a post-launch review
Communication templates
Internal announcement
Subject: We’re Launching Legl!
Dear Team,
We are excited to confirm that we will be launching Legl to improve our client onboarding and compliance processes.
This change will streamline operations and enhance the client experience.
Look out for training invites and further updates in the coming days.
Best regards,
[Your Name]
External notification
Subject: Our New Digital Onboarding Process
Dear [Client Name],
We have implemented Legl to offer a more efficient and secure onboarding experience.
This means quicker turnaround times and a more transparent process for you.
If you have any questions, please do not hesitate to get in touch.
Kind regards,
[Your Name]
ℹ️ Further Guidance:
For support or further queries, contact us at [email protected] or your designated Legl point of contact.