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.
What this covers
Branded Pay Request links
Card payment experience
Pay by Bank experience (if enabled)
Payment Plans
Checkout links and website payments
Email receipts and confirmations
This article focuses on the client experience. It does not cover how to create or manage payments in the dashboard.
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.
They review the payment details.
They select a payment method.
They complete the payment.
They receive confirmation by email.
Once paid, the payment status updates automatically in your Payments dashboard.
What your clients see
1. 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.
2. Payment method selection
Depending on your firm’s settings, clients may see:
Pay by Card
Payment Plan
3. Paying by card
If the client selects Pay by Card, they will:
Enter their card number
Enter expiry date and security code
Enter their billing address
Click Pay
The experience is similar to a standard online checkout.
Once completed, they immediately see confirmation on screen and receive an email receipt.
4. 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.
5. 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 and email address
Enter any required invoice or matter reference
Enter the payment amount
Choose a payment method
Complete payment as above
This option is often used for “Pay my bill” pages or invoice footers.
Note: The Support team can configure the Invoice reference to follow a specific format, so that only real invoice references are accepted. Contact [email protected] to get this set-up.
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 billing address and card type used.
Funds are transferred to your firm via scheduled daily transfers.
When you would use this
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
Important:
Pay Request emails are sent from [email protected].
It is not possible to directly CC a third party into the Pay Request email. If needed, you can share the payment link manually.
Card details entered by clients are not stored on the platform after payment.
Payment method availability (e.g. Pay by Bank, AMEX, international cards) depends on your firm’s settings.