An on-demand webinar walkthrough (Wednesday 6 May) for users who are to Legl Pay. Covers the checkout types available, how to speed up time to pay, and how to use Pay Insights to track payment activity across your firm.

Overview

This session introduces Legl Pay for users who are getting started with the product. It explains the different ways your clients can pay, how each checkout type fits into your firm's day-to-day workflow, and how to use Pay Insights to monitor cash flow and payment performance.

It is designed for new users who want to get up to speed quickly without needing to read every detailed how-to article first. Detailed step-by-step guides for each feature are linked at the end.

What this covers

An introduction to Legl Pay and how payments flow through the platform
The checkout types available, including Pay Requests, Engage Pay requests, phone payments, the payment portal, scheduled payments, and batch reminders
When to use each checkout type
Apple Pay, accepted card types, and international card acceptance
Pay by Bank as a faster, lower-cost alternative to card payments
How Pay Insights helps you track average time to pay, payment volume, and out-of-hours activity
Practical levers for reducing time to pay across your firm

Who this is for

New Legl Pay users at firms that have recently launched
Fee earners, finance team members, and cashiers taking client payments
Firm administrators rolling Legl Pay out to additional teams or departments
Operations leads reviewing how their firm is using the product

Watch the recording

How Legl Pay works at a high level

When you create a payment request in Legl, your client receives a secure, branded checkout page with your firm's logo and contact details. They can pay by card or, where enabled, Pay by Bank. Funds are received into a Legl holding account and transferred to your firm's nominated bank account twice daily, at 9am and 4pm Monday to Friday. All activity is tracked in real time in the Pay dashboard, and aggregated data is surfaced in Pay Insights.

Different checkout types exist because different situations call for different payment journeys. The right choice depends on whether you are billing a known client for a specific amount, asking a client to pay a published invoice, taking payment over the phone, collecting onboarding fees as part of a workflow, or running a recurring instalment plan.

Checkout types at a glance

Pay Request: a one-off payment request sent to a client by email for a specific amount. Ideal for invoices, money on account, or disbursements
Engage Pay request: a payment step embedded inside an Engage onboarding workflow. Useful when you want to combine a CDD check, document signature, and payment in one client journey
Phone payment: a virtual terminal for taking card details over the phone or in person, without needing a physical card machine
Payment Portal: a generic checkout link that clients use to pay an invoice themselves. Can be embedded on your website or shared on invoices, with optional matter reference validation rules
Payment Plan: an instalment-based plan where the client enters card details once and subsequent instalments are taken automatically each month
Batch Reminder Payments: payments that come in via Legl's automated reminder cadence on outstanding requests

Practical ways to reduce time to pay

Open up multiple checkout types rather than relying on a single route. The more options clients have, the more likely they are to pay quickly and outside working hours
Apple Pay is enabled by default for all firms using Legl Pay. Clients with the wallet set up can pay in seconds without entering card details, which materially reduces time to pay
If your firm regularly handles higher-value transactions where card processing fees are significant, consider enabling Pay by Bank. It typically completes in roughly half the time of a standard card Pay Request and is processed at a lower fee
Use the payment portal on your website or invoices so clients who want to pay proactively do not have to wait for a Pay Request email
Leave automated reminders enabled on Pay Requests. Reminders consistently improve completion rates, particularly for clients who intended to pay but missed the original email

Tracking activity in Pay Insights

Pay Insights gives you a view of payment activity across your firm, including total amounts collected, payment volume, and average time to pay. You can filter by date range and department, and break down activity by checkout type to see which routes your clients are using most.

For new users, the most useful starting metrics are average time to pay (a high number suggests friction in your payment route) and the checkout type breakdown (which shows whether your firm is making the most of the available options or relying on a single route).

Important information

Apple Pay is enabled by default for all firms using Legl Pay
Google Pay is being introduced in the next few months as an additional wallet option
Acceptance of international cards and higher-value card types such as Amex is configurable based on your firm's risk appetite. Speak to your account manager or Support if you would like to change these settings
Pay by Bank requires Volt onboarding before it can be enabled at firm level
The payment portal can be embedded on your website or shared as a generic link, and Support can configure validation rules so only correctly formatted matter references are accepted
Card details entered by clients are not stored on the Legl platform after the payment is processed