Overview
The Pay dashboard in Legl Insights gives your firm a detailed view of payment activity over time. It is split into two tabs: Insights, which shows analytics charts and summary data, and Billing, which shows a transaction-level list of all payments processed through Legl.
What you can use the Pay dashboard for
Track total amount paid, total number of payments, and average time to pay
See payment totals and volumes by month and by department
Understand how clients are paying, including checkout route, digital wallet usage, and card type
Review the amount processed outside of standard office hours
View a transaction-level list of every payment, including fees, card country, and card brand
Export analytics and transaction data for reconciliation and reporting
How the Pay dashboard works
The Pay dashboard pulls together payment activity from across Legl and updates automatically as payments are processed. It is split into two tabs: Insights, which shows analytics charts and summary data, and Billing, which shows a transaction-level list of all payments.
The Insights tab
The Insights tab shows aggregated payment data in charts and summary tiles, including:
Total amount paid, total number of payments, and average time to pay
Total paid by month and total transactions per month
Total paid by department
Checkout route breakdown (Pay Request, Engage Payment, Phone Payment, Payment Portal, Scheduled Payment, Batch Reminder Payments)
Digital wallet usage and card type breakdown
Amount processed outside of standard office hours
Payment requests raised by — showing successful payments, payments awaiting completion, and marked paid, by user and department
Each chart can be downloaded as CSV, JSON, or Excel using the three-dot menu on the chart. The full page can be downloaded as a PDF using the download icon in the top right.
The Billing tab
The Billing tab shows a transaction-level list of every payment processed through Legl. Each row includes:
Legl reference
Date of payment
Department
Payer name
Invoice reference
Matter reference
Transaction type (for example, Card fees, Amex fees, international fees)
Card country
Card brand
Payment amount
Transaction fee
The Billing tab can be downloaded as a PDF using the download icon in the top right, or as a CSV using the three-dot menu.
Where to find the Pay dashboard in Legl
Select Insights from the left-hand navigation, then select Pay. The dashboard opens on the Insights tab by default. Both tabs can be filtered by relative date, custom date range, and department.
Permissions and access
Access to Insights depends on your role and permissions in Legl. If you cannot see the Pay dashboard, contact a Firm Admin to review your access.
Important information
The Pay dashboard is a reporting view only. You cannot manage, close, or action payments from within it.
Data updates automatically as payments are made, refunded, or transferred. No action is required.
Data reflects payments processed through Legl. Payments taken outside of Legl will not appear unless manually recorded in the Payments dashboard.
Downloaded files reflect the filtered view currently shown on screen.
The transaction fee shown in the Billing tab is the amount charged to your firm by Legl for processing each payment.