Overview
This on-demand session shows how to use the Insights tab to back up your client experience with data, from cash flow and payment uptake to onboarding completion and where clients get stuck. It is for firms already using Legl who want more value from the platform.
Who this is for
Firm administrators, operations and compliance leads, and finance teams tracking onboarding and payment performance.
Watch the recording
What this covers
Pay Insights: cash flow metrics, average time to pay, and seasonal trends
Checkout types and when each is used
Apple Pay, card acceptance, and out-of-hours payment activity
Engage Insights: client response time, working-hours completion, and 24-hour turnaround
Day-of-week and time-of-day completion patterns
Reminder effectiveness, check-type analysis, and bottleneck identification
The workflow status funnel and stalled workflows reporting
Key takeaways
Average time to pay is a key indicator of payment friction; opening up more checkout types typically speeds it up and increases out-of-hours payments.
The Engage client experience tab (response time, working-hours completion, 24-hour completion) helps spot whether a clunky workflow or sequential steps are adding friction.
The workflow status funnel shows the journey from request creation to internal review, so you can see where requests drop off.
The stalled workflows report lists requests open more than 30 days; a regular clean-up supports your audit trail and keeps clients from being stuck.
Apple Pay is enabled by default for all firms using Legl Pay, and the payment portal can be embedded on your website or shared as a link.