These templates are designed to help your team understand who Legl is, why the firm is implementing it, what comes next, and how it impacts their day-to-day work.
Each version aligns with the tools your firm is launching and can be copied, edited, and shared internally.
Launching Legl: Onboarding + Payments
Tools being rolled out: Legl’s client onboarding, risk & compliance, and payments platform.
Subject: Launching Legl: Digital Onboarding and Payments
Hello team,
From [insert date], we’ll begin using Legl to streamline how we onboard clients, manage compliance, and process payments.
Who is Legl?
Legl is an award-winning legal technology platform that helps law firms modernise onboarding, compliance, and payments - all in one secure, digital platform.
Why Legl?
Legl enables us to meet upcoming AUSTRAC AML/CTF obligations by digitising identity verification (IDV), client due diligence (CDD), and record keeping.
It replaces manual processes with a client-friendly, fully compliant digital workflow that:
- Reduces admin time and manual errors
- Ensures AML compliance under AUSTRAC guidance
- Speeds up onboarding and payment turnaround
- Delivers a smooth, professional client experience
What’s next?
If you haven’t yet attended the introductory Legl training, please request the recording. You should also have received your Legl account setup email - if not, let me know so we can resolve that promptly.
How will this affect you?
You’ll now use Legl as your central platform for onboarding, IDV checks, and payments.
Most clients will complete their onboarding and verification digitally. If a client prefers to provide documents in person, make sure to log their details and verification outcome in Legl, as covered in training.
If you have any questions, reach out to [email protected] or use the in-platform Chat at the bottom right of the Legl dashboard.
Thanks for your support as we launch Legl and strengthen our compliance framework.
Launching Legl: Payments
Tools being rolled out: Legl’s client payments and finance solutions.
Subject: Launching Legl: Payments and Client Finance
Hello team,
From [insert date], we’ll start using Legl to manage client payments digitally.
Who is Legl?
Legl is a legal technology platform that helps firms modernise how they handle client onboarding, payments, and compliance in line with Australian regulatory standards.
Why Legl?
Legl helps us request, track, and reconcile client payments quickly - improving turnaround times, cash flow, and client experience.
It ensures payment links are secure, traceable, and easy for clients to complete online.
- Faster payment turnaround
- Real-time visibility of payment status
- Accurate digital records for trust accounting compliance
What’s next?
You should have received your Legl account activation email - if not, please let me know. Training materials are also available if you missed the session.
How will this affect you?
Going forward, you’ll use Legl to issue and record payment requests.
If a client pays by EFT or in person, please record the payment in Legl to maintain accurate records and compliance.
Questions? Contact [email protected] or use the in-platform Chat.
Thanks for helping us modernise how we manage payments.
Launching Legl: Onboarding & Risk Compliance
Tools being rolled out: Legl’s onboarding, risk assessment, and IDV tools.
Subject: Launching Legl: Client Onboarding and Risk Management
Hello team,
From [insert date], we’ll begin using Legl to improve how we onboard clients and manage compliance under AUSTRAC’s AML/CTF framework.
Who is Legl?
Legl is a compliance technology platform built for law firms to digitise and automate AML/CTF processes such as identity verification and risk assessments.
Why Legl?
Legl helps us stay compliant with evolving Australian AML regulations while improving the client experience.
It centralises onboarding data, automates verification, and provides clear risk reporting to support faster decision-making.
Digital ID verification aligned with AUSTRAC standards
Streamlined CDD and record-keeping
Consistent risk scoring and audit-ready reporting
Faster, more professional onboarding experience
What’s next?
If you haven’t completed Legl training, please request the recording. You should also have received an account activation email - let me know if not.
How will this affect you?
You’ll use Legl to manage onboarding and compliance for all new clients.
Most clients will complete their checks online. If you handle in-person verification, please record all outcomes in Legl.
Questions? Contact [email protected] or use the in-platform Chat.
Thanks for supporting this important step toward full AML/CTF readiness.