Overview
When you send a Pay Request or share a payment link, your client is taken to a secure, branded payment page. The experience is designed to be simple and similar to a standard online checkout, whether they are paying by card, Pay by Bank, or through a payment plan.
This article explains what your clients see and what happens during and after payment.
How this works at a high level
When you create a Pay Request, Legl generates a secure payment link. This can be sent via email (from [email protected]) or shared directly.
From the client's perspective, they open the link, review the payment details, select a payment method, complete the payment, and receive confirmation by email.
Once paid, the payment status updates automatically in your Payments dashboard.
What your clients see
A branded payment page
The payment link is branded with:
Your firm's logo
Your firm's contact details
The payment amount
Any invoice or matter reference
Any attached documents (such as invoices)
Before proceeding, the client must agree to the Terms of Use and Privacy Policy.
Payment method selection
Depending on your firm's settings, clients may see one or more of the following options:
Pay by Card
Pay by Bank (if enabled by your firm)
Payment Plan
Paying by card
If the client selects Pay by Card, they will enter their card number, expiry date, security code, and billing address, then click Pay.
The experience is similar to a standard online checkout. Once completed, they immediately see confirmation on screen and receive an email receipt.
Pay by Bank
If your firm has enabled Pay by Bank, clients will see this as an additional payment option alongside card. Pay by Bank allows clients to pay directly from their bank account using open banking, without entering card details. It is powered by Volt, an FCA-authorised open banking payments provider.
When a client selects Pay by Bank:
They are taken to a secure Volt-branded screen where they review the terms and conditions and select Continue.
They find and select their bank from the list.
They review the payment summary — including the account, reference, and total amount — and confirm the details are correct.
They complete authentication within their banking app or browser.
A payment success message appears and they are returned to the Legl checkout page with confirmation.
Pay by Bank payments are processed separately from card payments and funds are transferred directly to the firm's registered bank account.
ℹ️ Important
Pay by Bank is only available if your firm has completed Volt onboarding and enabled the feature in Pay Settings.
For guidance on enabling Pay by Bank, see Legl x Volt: Pay by Bank Onboarding Guide.
Payment Plans
If you create a Payment Plan, the client:
Enters their card details once
Agrees to the plan terms
Receives automated reminders before each instalment
Has instalments collected automatically on the scheduled dates
They do not need to re-enter their card details for each payment.
Checkout links and website payments
If you use a Checkout link or embed a payment button on your website, the client will enter their name, email address, any required invoice or matter reference, and the payment amount, then choose a payment method and complete payment.
This option is often used for "Pay my bill" pages or invoice footers.
ℹ️ Important
The Support team can configure the Invoice reference to follow a specific format, so that only real invoice references are accepted.
Contact our Support team to get this set up.
What triggers this
The client payment experience begins when you send a Pay Request, share a Checkout Link, or include a payment step in an Engage workflow.
You will typically send clients to this payment page:
When requesting payment for an invoice
When collecting onboarding fees
When taking money on account
When requesting search or court fees
As part of an Engage workflow with a payment step included
What happens after payment
The client receives an email receipt confirming the payment.
The payment status updates in your Payments dashboard to Paid.
You can view full payment details, including the cardholder name, billing address, card type, and whether the card is commercial or consumer.
Funds are transferred to your firm via scheduled daily transfers.
ℹ️ Important
Pay by Bank payments are processed via Volt and are separate from card payments, which are processed via Adyen. The two payment types use different systems and are settled independently.
What happens if a client tries to pay twice
Legl now prevents the same Pay Request from being authorised twice. If a client revisits a payment link after they've already paid, they will see a generic error message.
Important information
Pay Request emails are sent from [email protected].
Card details entered by clients are not stored on the platform after payment.
Payment method availability (for example, Pay by Bank, AMEX, or international cards) depends on your firm's settings.
Pay by Bank consistently completes in roughly half the time of a standard card Pay Request.