ℹ️ Phase 1 of 4 — Welcome and account setup
Step 1 of 2: This article sets out what to expect from the full setup journey and how to plan your path through it.
Welcome to the start of your Legl Launch. Setting up Legl properly from the start makes everything easier later: fewer questions from your team, fewer things to fix after go-live, and a launch that genuinely sticks. This guide is written to take you through the process in the right order, so you can move at your own pace and know exactly where you are at every step.
Most firms complete their initial setup within one to two weeks. If you are configuring multiple modules or involving others in the process, allow a little more time and use this guide to coordinate who needs to be involved and when.
This collection covers everything you need to set up and launch Legl. If you have questions along the way, your Launch Manager is your first point of contact. You can also reach our Support team at any time using the chat icon at the bottom of any page.
ℹ️ Video walkthrough
A welcome walkthrough of the Legl platform will be available here shortly. Once it is live, we recommend watching it before you start Phase 1. It will give you a clear picture of where everything lives before you begin configuring.
What you will be able to do
Configure your firm's account settings
Set up the modules your firm is using: Pay, Engage, Risk Assessments, and Integrations
Add your team and set the right access level for each person
Prepare your team for go-live so the transition lands well
Launch on a date that works for your firm, with confidence
Plan your training rollout so your team is ready to use Legl from day one
Before you start
Gather the following before your first configuration session. Having these ready means you will not need to stop and search for them mid-setup.
The name and email address of your MLRO or compliance lead, if you are using Engage
A clear idea of the onboarding workflow you want to use for client due diligence, if you are setting up Engage. You will be asked to configure this in Phase 2.
Bank account details for the account you will receive client payments into, if you are using Pay
Admin access to your practice management system, if you are connecting an integration. If you do not have this, identify your IT contact before you begin.
Email addresses for all staff who will use Legl. You will need these in Phase 3 when you add your team.
How the four phases work
Work through the articles below in order. Phase 2 has one article per module. Skip any that cover modules your firm is not using.
Phase 1 — Welcome and account setup
This is where you review your firm's account settings and the client-facing links that Legl has set up for you. There are two articles in this phase. It should take no more than a few hours.
Launch Phase 1: Getting started with Legl (this article)
Phase 2 — Set up your modules
Each module has its own article. Work through the ones that apply to your firm and skip the rest.
** What workflow do I need? / Process mapping
Launch Phase 3: Client communication templates for your launch [CHECK: add link once published]
Launch Phase 2: How to upload your contacts (for monitoring)
Phase 3 — Change management
In our experience, this phase makes the biggest difference between a launch that works and one that quietly does not. Phase 3 starts by adding your team to Legl, once your modules are configured and ready for them to land in. From there, it covers everything you need to bring your team along: how to build internal support, how to communicate the change, how to plan training, and how to keep momentum after go-live.
Launch Phase 3: Leading change at your firm when launching Legl [CHECK: add link once published]
Launch Phase 3: Internal communication templates for your launch [CHECK: add link once published]
Launch Phase 3: Plan your training rollout with Legl [CHECK: add link once published]
Phase 4 — Go live
A final checklist to work through before you switch on, what to expect on the day itself, and what happens in the weeks that follow. By the time you reach this phase, going live should feel like a formality, not a leap of faith.
Important information
ℹ️ Important
Add your team to Legl in Phase 3, once your modules are fully configured. This gives everyone the best possible first experience of the platform and sets your launch up for success. Team setup is covered in Phase 3, Step 1.
If you are going through a managed implementation, your Launch Manager will confirm which modules are in scope before you begin.
Before you move on
You know which modules your firm is setting up
You have gathered everything in the preparation checklist above
You know who else will need to be involved at different points (MLRO, IT contact, heads of department)
You are ready to move to Phase 1, Step 2
ℹ️ Next step
Once you have everything you need, move to Launch Phase 1: How to set up your Legl account to begin configuration.