Overview
Successful adoption of Legl depends on people feeling confident, not just informed. A single 30-minute Zoom session for everyone is rarely enough — admins need depth, fee earners need workflow basics, and power users need extra context. People learn in different ways too: some prefer to read, some to watch, some to do.
This guide gives you a tiered training model, a channel mix, a sample agenda, and a checklist for running training that lands. It's written for the Success Owner planning the programme, with hands-on support from your Launch Manager throughout.
ℹ️ Important
Tailoring training to your firm is fully supported by Legl. Your Launch Manager is happy to deliver multiple training sessions, in different formats (live Zoom, recordings, in-person where it makes sense), to different groups of users (admins, end users, power users, specific departments).
If your firm needs quick-reference materials, skill pills, or department-specific guides created from scratch, your Launch Manager is available to support producing them. Use this guide to plan the shape of your programme, and bring your Launch Manager into the conversation early — the earlier we know what you want, the more we can tailor it.
What this covers
A simple training-needs assessment
Training by User Groups (admins and end users)
A channel mix — live, recorded, skill pills, in-person
The trainer commitments to agree before training starts
A training checklist to work through
Step 1: Run a quick training-needs assessment
Ask the following questions to understand the needs of the different groups of users.
Question | Why it matters |
Who needs to use Legl, and for what? | Drives the audience list |
What do they do today that will change? | Drives session content |
What do they already know? | Avoids over-training people who don't need it |
What's the lowest level of confidence with technology in the group? | Drives pace and format |
When does each group need to be ready? | Drives schedule, especially for phased rollouts |
The output is a one-page table — audience, current state, target state, format, deadline. Share it with your Launch Manager so they can support delivery.
Step 2: Train by user group
It's more effective to split users into groups so each can get training tailored to what they actually need to do, rather than running a single session for everyone.
Most firms run separate sessions for admins (who need depth on configuration, permissions, and the Compliance Dashboard) and end users (who need the basics of sending workflows and reading client status).
Your Launch Manager will help you decide which groups to run and what each session should cover.
Step 3: Mix the channels
Different people learn in different ways, and different content suits different formats. A blended approach reaches the whole team, where any single format leaves gaps. The most effective mix uses four formats together:
Live training (Zoom or in-person)
The default for admins, power users, and most end users
Best for content that benefits from Q&A in the moment
Always record so people who miss it can catch up
Recordings
Best for "I missed the live session" or "I want to refresh before I do this for real"
Index by topic so people can jump to the section they need rather than rewatching the whole thing
Skill pills (one-page quick-reference guides)
Best for individual tasks people do occasionally
Particularly valuable for users who don't use Legl every day
The five most useful for most firms:
How to send an Engage workflow
How to complete a risk assessment
Reviewing Client Due Diligence reports
How to raise a payment request
How to escalate a matter to compliance
Ask your Launch Manager which are available off the shelf and which need tailoring
In-person clinics or drop-ins
Best at the 6-week mark when the adoption dip is most likely to bite
Run by the champion and power users
People bring real, half-finished examples; the format is troubleshooting, not training
ℹ️ Tip
A useful rule of thumb: live training plants the seed, skill pills grow it, clinics weed it. Skipping any of the three usually shows up as a particular kind of friction at the corresponding stage.
Step 4: Agree trainer commitments
When organising the training session, your Legl Launch manager will need explicit time and authority. Before training starts, agree:
Availability — which sessions, on which dates, at which times
Materials — what's prepared by Legl, what's adapted by your firm
Recording — whether sessions are recorded by default and where they're stored
Follow-up — who answers questions that come in after the session
Agree a brief style guide for all of the training sessions — same opening, same vocabulary for the platform, same way of describing the change.
Step 5: Communicate before, during, and after
Training is more effective when it sits inside a clear communication arc:
Before: Explain why training is happening, who needs to attend, and what each session covers. Use the relevant section of the internal communication templates
During: Make sure people know how to ask questions both in the session and afterwards
After: Run a Q&A clinic 1–2 weeks after training. Share skill pills. Capture the questions that come up and feed them into the next round
Training checklist
Use as a working list during the planning and delivery period.
Before training
Agree audience tiers (admin / end user / power user)
Agree audience training needs
Schedule sessions and send calendar invites
Send pre-training comms (the why, the who, the when)
Confirm recording is enabled
Tailor or request skill pills for the top 5 tasks
During training
Stick to the agenda; capture questions you can't answer in the moment
Encourage questions; if there are none, the session is probably losing the room
Confirm where attendees go for help after the session
After training
Share recording, skill pills, and Q&A summary
Optional: Schedule a Q&A clinic 1–2 weeks later
Capture feedback
Identify any individuals who need follow-up support
ℹ️ Important
For phased rollouts (one department at a time), the training calendar usually runs in parallel with the rollout schedule, not ahead of it. Train each department close to its own go-live date