Overview
This on-demand session introduces Legl Pay for new users, covering the ways clients can pay, how each checkout type fits your day-to-day workflow, and how to track activity in Pay Insights.
Who this is for
New Legl Pay users, including fee earners, finance teams, cashiers, and firm admins rolling Pay out to their teams.
Watch the recording
What this covers
The payments dashboard and payment statuses
Creating a pay request, single payment or payment plan
The payment portal and telephone payments
Sending via Legl versus a shareable link, and reminders
Transfers and reconciliation
Refunds
Batch reminders for aged debt
Key takeaways
Create a pay request with the client's name and email; send it via Legl to switch on automatic reminders, or copy a shareable link.
The payment portal is a one-to-many link for invoices or your website, with optional matter-reference formatting for reconciliation.
Telephone payments let you take card details on a client's behalf, in person or over the phone, without a card terminal; pause call recording for PCI compliance.
Paid means funds are held by Legl; transferred means they have reached your account, with transfers twice daily at 9am and 4pm Monday to Friday.
Refunds (full or partial) are processed in one place by admins, and batch reminders let you re-send outstanding requests in bulk.