Overview
When you send a Pay request, Legl automatically emails your client on your firm's behalf. This article explains each email your client will receive, what triggers it, and when it is sent.
Payment request email
Your client receives this email as soon as you send a Pay request. The email notifies them that your firm has sent a payment request and includes a secure link to complete the payment. The amount due is shown in the email.
This is also the email clients receive when a payment plan is first created.
Payment reminder email
If the client does not complete the payment, Legl sends automatic reminder emails until the payment is made.
Legl's standard settings
By default, reminders are sent 1, 3, 7, 14, and 30 days after the request is sent.
What you can customise
Reminder schedule — change which days reminders are sent, or turn reminders off for an individual payment, in your Pay settings. Up to 20 reminders can be set. See How to configure Pay settings.
Reminder content — customise the wording of each reminder email based on how many days have passed since the payment request was sent, for example using a gentler tone for early reminders and a firmer tone for later ones. This is configured in General Settings → Client emails.
ℹ️ Important
Per-day email customisation applies to payment reminders only. Engage request reminders are not customisable in this way.
⚠️ CHECK
Add a screenshot of the Pay settings reminder schedule field (showing the 20-reminder limit) and the per-day reminder customisation screen. Verify the exact navigation path and UI labels against the live product. Demo walkthrough: https://www.loom.com/share/fcdebb525a4143ccac4124e57d03b1f8
Payment confirmation email
Your client receives a confirmation email once their payment has been successfully processed. This confirms the amount paid and serves as their receipt.
Payment plan emails
Clients on a payment plan receive the following automated emails:
Your next payment is due soon — sent ahead of an upcoming scheduled payment to remind the client that a payment will be taken.
Action required: Your payment was unsuccessful. — sent if a scheduled payment fails, prompting the client to take action.
Important information
All emails are sent from Legl on behalf of your firm. Your firm's name appears in the email content, but the sending address is [email protected].
The schedule for payment reminders is configured in Pay settings; the content of the reminder emails, including per-day customisation, is configured separately in General Settings → Client emails.
If a payment email fails to deliver, Legl notifies your team so you can correct the issue and resend it. See What to do if a payment email fails to deliver.
For Engage request and reminder emails, see How Engage email notifications work.
⚠️ CHECK
Verify this article against the live product before publishing.