Overview
Setting up the NetDocuments integration allows documents generated in Legl to be saved directly into NetDocuments. The setup is completed with support from Legl and requires some basic configuration in NetDocuments.
This process is usually completed by a law firm admin or IT team member.
Before you start
Before setting up the integration, make sure you have:
Admin access in Legl
Access to your firm's NetDocuments Admin console
The ID of the NetDocuments cabinet where Legl documents should be stored (this should be the cabinet containing the Matter Workspaces that all relevant users at your firm can upload documents to)
Step 1: NetDocuments set up
Complete the following steps in NetDocuments before connecting it to Legl:
Identify the NetDocuments cabinet
Decide which NetDocuments cabinet should be used to store documents generated in Legl, and note the cabinet ID. This should be the cabinet where all relevant users at your firm are able to upload documents.
Create a ‘Legl’ folder in workspaces
Documents generated in Legl are saved into a folder called Legl inside each NetDocuments Workspace. This folder must exist before documents can be saved.
The easiest way to ensure it's always present is to add it as a folder template at the cabinet level, so it's automatically created in every new workspace going forward.
Open the NetDocuments Admin console.
Select the cabinet you identified in the previous step.
Go to Define Workspace Templates.
Under Add Folder Template, select Add folder.
Name the folder Legl.
Step 2: Connect NetDocuments in Legl
Once your NetDocuments cabinet is ready:
Go to the Integrations page — log in to Legl and navigate to the Integrations area.
Go to Manage Integration — select NetDocuments and open the integration management settings.
Connect NetDocuments — complete the connection to your NetDocuments account.
Enable Document Management – NetDocuments — toggle this on to activate the integration.
Enter your Cabinet ID — input the ID of the cabinet identified in Step 1.
Test the configuration — use the test function to search for and upload a document to NetDocuments, confirming the connection is working correctly.
🚨 Important
This step must be actioned by every individual user who would like to use the NetDocuments integration.
Step 3: Individual user setup
Direct all relevant users to:
Go to Integrations in Legl.
Open the Integration Management page for NetDocuments.
Connect their own NetDocuments account.
Frequently asked questions
What does the Legl & NetDocuments integration actually do?
It allows documents generated in Legl — such as CDD reports, onboarding documentation, KYB reports, sanctions reports, completed e-signatures, and other document requests — to be saved directly into the correct NetDocuments Workspace.
The key benefit is that firms can benefit from Legl's automated compliance workflows while keeping NetDocuments as the system of record, instantly saving all documents generated by Legl and eliminating manual download/upload and filing between systems.
Which Legl products does the integration work with?
The integration currently supports:
KYC / Engage Individuals — client onboarding documents, CDD checks and reports
KYB / Engage Business — company checks and reports, sanctions reports
You can set a NetDocuments workspace directly from:
Each Engage Request (via "Set Workspace")
KYB Company Contact pages (via "Set Workspace")
Which documents will automatically save into NetDocuments?
Once a workspace is set on an Engage request, marking the request as Reviewed automatically uploads the CDD report and all documents generated or collected during the following Legl steps:
Basic CDD
Standard CDD
Enhanced CDD
Source of Funds
E-Signature Request
Financial Checks
Watchlist Checks
Custom Forms
Document Requests
NetDocuments workspaces can also be configured via a Company Contact page in Legl, where the following are automatically saved once marked as Reviewed:
Company Reports
Business Sanctions Reports
Where in NetDocuments do the files get saved?
Documents are saved into the NetDocuments Workspace you select, inside a folder called Legl. This keeps content neatly organised and ensures Legl outputs are easy to find.
This is why the Legl folder must exist in each workspace before documents can be saved — see Step 1 for how to configure this automatically using workspace templates.
Do we need to create a 'Legl' folder in every NetDocuments workspace?
Yes — this is required so Legl can consistently save documents into the right place.
The easiest way is to configure a Legl folder template in your NetDocuments cabinet so it's automatically created in every workspace:
NetDocuments Admin Console → Cabinet configuration → Define Workspace Templates → Add Folder Template ("Legl")
That way, it's present for every new matter going forward without ongoing admin.
Important notes
Each individual user must connect the integration from their own Legl account before they can use it.
Documents are only saved to NetDocuments once a workspace has been set on the relevant request or company record.
Documents are uploaded automatically when the request is marked as Reviewed.
The integration does not change your firm's existing NetDocuments permissions or access controls.
The Legl folder must exist in a workspace before documents can be saved to it.
ℹ️ Further guidance