Overview
The Payment Portal is a feature within Legl Pay that gives your firm a shareable checkout link. You can add this link to invoices or share it with clients directly, allowing them to securely enter their own payment details and amount.
All payments made through the Payment Portal are visible in your Pay dashboard, where you can track statuses such as Created, Sent, Paid, Refunded, and Transferred.
What you can use the Payment Portal for
Adding a payment link to invoices so clients can pay the exact amount due
Embedding a payment button on your firm's website
Sharing a link directly with a client when you want them to enter the amount themselves
How the Payment Portal works
When a client opens your Checkout Link, they are taken to a secure, branded payment page with your firm's logo and contact details.
The client will:
Agree to the Terms of Use before paying
Enter their name and email address
Enter an invoice or matter reference (if required)
Enter the payment amount
Select a payment method and complete checkout
Once payment is completed:
The client receives an automatic email receipt
The payment status updates to Paid in your dashboard
You can view payment history, billing details, card type, and any references provided
Payments are initially received into a Legl holding account and transferred to your firm's nominated bank account twice daily (9am and 4pm, Monday to Friday). Transfer details are available under the Transfers tab.
Where to find the Payment Portal in Legl
Your firm's Checkout Link is available in the Pay section. Copy and paste it into invoices or share it directly with clients.
To configure your Payment Portal limit:
Go to Settings > Pay.
Locate Payment Portal limit.
Enter the maximum value and save.
The limit applies immediately to all subsequent Payment Portal transactions.
Permissions and access
Admins can set or update the Payment Portal limit in Settings > Pay. The new limit applies immediately.
To embed the Payment Portal on your website, contact our Support team or your Launch Manager.
Important information
Card details entered by clients are not stored on the platform.
You can close a payment link at any time to prevent further payments being made on it.
Payments transfer to your nominated bank account twice daily (9am and 4pm, Monday to Friday). Payments received after 4pm, or on weekends and bank holidays, are processed in the next working transfer window.