Launching Legl | Legl Help Centre

Getting started with Legl: admin launch guideYour guide to the Legl launch: roles, timelines, and a phase-by-phase overview linking to everything you need to do before go-live.
Leading change at your firm when launching LeglHow to lead change when launching Legl: identifying champions, finding power users, and building firm-wide buy-in.
Identify audiences and tailor Legl launch communicationsA practical framework for working out who at your firm needs to hear what, when, and through which channel — and how to structure messages that actually land for each…
Launching Legl — internal communication templatesReady-to-use templates for introducing Legl to your team: a pre-launch memo and email templates for different rollout scenarios.
Launching Legl — client communication templatesReady-to-use templates for introducing Legl to your clients: terms and client care letter wording and workflow welcome messages.
Plan your training rollout with LeglA guide to designing a Legl training rollout that fits how your team learns and works — including a tiered model, channel mix, sample agenda, and a working checklist. Your…
How to customise your firm brandingCustomise your firm's branding, including your primary colour, firm logo and mobile logo, from the general settings page in Legl.

Phase 2: Set up your modules

Configure the modules your firm will be using — Engage, Pay, Risk Assessments, and integrations — ready for go-live. Skip any modules that do not apply to your firm.

Phase 3: Change management

Build internal buy-in, communicate the change to your team and clients, plan your training rollout, and get everyone ready before you switch on.

Launch Phase 3: How to add and manage usersHow to add your team to Legl, set the right access level for each person, and manage users as your firm grows.