Support for Law Firm Users
Guidance for law firm teams on using Legl, including setup, compliance, client onboarding, payments, and ongoing platform management.
Getting started and support
Get started with Legl, learn the basics, understand security, and find out how to get support.
Administration and Launch
Set up, configure, and launch Legl, including Engage, Pay, compliance, billing, and reporting.
LaunchStart here when you are launching Legl to your firm5 articles
User managementAdmin guidance for launching Legl, managing users and permissions, applying branding, and setting up SSO.4 articles
Engage setupSet up Engage workflows, client checks, templates, document sharing, and payment requests.6 articles
Client matter intake (CMI)Create and manage intake forms, Protocol TA forms, document tagging, and e-signatures.4 articles
Pay setupSet up Legl Pay, complete Adyen onboarding, manage bank accounts, and configure online checkout.7 articles
Billing and commercialUnderstand Legl billing and how to pass costs on to clients.2 articles
Compliance and regulatoryHow Legl supports KYC, CDD, sanctions screening, compliant payments, and regulatory reporting.6 articles
Legl InsightsUse dashboards and reports for MLRO oversight and Engage and Pay usage tracking.4 articles
Engage for individuals
Run due diligence for individual clients, including identity checks, source of funds, and ongoing monitoring.
Engage requestsCreate, manage, and track Engage requests for individual clients.11 articles
In-Person CDDRun in-person identity and financial checks, including standalone checks.2 articles
Reviewing engage requestsReview CDD results, understand outcomes, and download reports.7 articles
Overseas clients (individuals)Guidance on verifying the identity of individual clients outside the UK.2 articles
NFC Identity VerificationWhen and how to use NFC identity verification and review results.2 articles
Watchlist screening for individual clientsRun and review watchlist screening checks.3 articles
Ongoing monitoring for individual clientsSet up and manage ongoing monitoring for individual clients.2 articles
Proof of AddressCollect and verify proof of address using manual or automated checks.2 articles
Legl Source of Funds
Capture, review, and approve source of funds information, including open banking.
What is Legl Source of Funds?Legl’s Source of Funds (SoF) feature helps your firm collect, verify, and gain insights into where client funds come from.
What information is captured for Source of FundsWhat details will my client provide when they complete the Legl Source of Funds.
How 'Open Banking' works for Source of Funds checksLegl uses Open Banking to securely link to your bank, allowing quick, verified access to fund source info for compliance checks.
What is 'Open Banking' and which banks are supportedLegl uses Open Banking to securely link to your bank, allowing quick, verified access to fund source info for compliance checks.
Engage for businesses
Onboard and monitor business clients using KYB checks and ongoing monitoring.
Risk asessments
Create, manage, and report on client and matter risk assessments.
How to start, complete, and manage Risk AssessmentsAssess client and matter risk in Legl - quick, consistent, and aligned with your firm’s policies.
How can I upload a risk assessment?How to add a risk assessment to a contact.
Client and Matter Risk Assessments in LeglThis guide contains example Client & Matter Risk Assessment templates.
Contacts
Create and manage contacts and link them to matters, requests, and payments.
What are contacts in Legl?Contacts is where you can view contact details and a history of interactions with individuals or entities.
How to create a new contactHow to add a clients information and contact details to Legl.
How to search for an existing contactWhere to find details of clients you have previously interacted with through Legl.
How to update a contact’s email addressStep-by-step guide on how to add or amend a contacts email address.
How to view a contact’s activity historyNavigating the history of a contact's activities.
How to view a contact’s edit historyHow to review any amendments or changes that have been made to a Contact.
How to bulk upload individual contactsHow to upload existing clients and start ongoing monitoring
Pay
Request, manage, and refund payments using Legl Pay.
Legl Integrations
Connect Legl with your existing legal and business systems to streamline client onboarding, compliance, and payments.
Overview and getting startedGet started with Legl integrations, including API setup, sandbox testing, and troubleshooting common integration issues.2 articles
Custom IntegrationsGuidance for building and managing custom integrations with Legl using the API and available endpoints.1 article
ActionstepSet up and manage the Legl and Actionstep integration, including payment links, billing templates, and troubleshooting.2 articles
ClioConnect Legl with Clio Manage to support client onboarding and compliance workflows.1 article
DPSIntegrate Legl with DPS to support onboarding and compliance processes, with setup guidance and troubleshooting.1 article
ProclaimSet up the Legl and Proclaim integration to streamline client onboarding and compliance workflows.1 article
ShareDoUse the Legl and ShareDo integration to connect client onboarding and compliance data with your case management system.1 article
UnityIntegrate Legl with Unity to support client onboarding, compliance checks, and workflow management.1 article
OneAdvanced P4WConnect Legl with OneAdvanced P4W to support onboarding and compliance within your practice management system.1 article
SOS ConnectSet up the Legl and SOS Connect integration to link client onboarding and compliance data.1 article
NebulawIntegrate Legl with Nebulaw to support digital onboarding and compliance workflows.1 article
Legl Academy
All Webinar recordings for on-demand access.
Upcoming Legl Academy Webinars 📚Master the tools. Unlock the value. Deliver faster results.
Managing Risk with Legl – On-Demand WebinarLearn how to identify and manage risk in your law firm using Legl’s Engage platform. Watch the recorded session from September 17, 2025.
Getting Paid with Legl Pay: On-Demand WebinarUnderstand how to optimise payment processing in your law firm using Legl Pay. Watch the recorded session from December 17, 2025.
Enhancing Source of Funds with Legl – On-Demand WebinarSee how Legl’s updated Source of Funds reports now deliver deeper insights at speed. Watch the recorded session from June 26, 2025.
How to Improve Individual Client Onboarding & Compliance – Video Guide for Law FirmsPractical strategies for streamlining client onboarding while ensuring compliance with legal regulations.
Business Client Onboarding & KYB Compliance – Video Guide for Law FirmsLearn how to efficiently onboard business clients while meeting Know Your Business (KYB) compliance requirements.
Optimising & Streamlining Cash Flow – Video Guide for Law FirmsExplore best practices for managing and improving cash flow in your law firm.
Legl’s Source of Funds Solution – Video Guide to Financial Due DiligenceLearn how to simplify financial due diligence using Legl’s Source of Funds tool.
Streamlining Client Matter Inception with Legl – Video GuideA step-by-step look at how Legl’s Client Matter Inception (CMI) tools can help law firms onboard new matters efficiently.
Improving Residential Conveyancing Onboarding – Video Guide with LeglLearn how to enhance and simplify the onboarding process for residential conveyancing clients.
Helping Clients Complete the Source of Funds Process – Video GuideA practical guide for law firms on assisting clients with the Source of Funds verification process.
Managing Risk Assessments with Legl – On-Demand WebinarDiscover how to simplify and optimise risk assessments in your law firm with Legl. Watch the recorded session from December 10, 2025.
Proof of Address Verification with Legl - On-Demand WebinarDiscover how to simplify and automate proof of address checks in your law firm with Legl. Watch the recorded session from November 26, 2025.