Support for Law Firm Users

Help for law firm teams using Legl, including setup, compliance, onboarding, payments, and reporting.

By Ula and 4 others5 authors253 articles

Launching Legl

Start here when you are launching Legl to your firm

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 add your firm’s branding to LeglLearn how your firm’s branding is applied to Legl, including client portals and emails, and how to request changes before or after go-live.

Getting started and support

Get started with Legl, learn the basics, understand security, and find out how to get support.

Getting startedAn introduction to Legl, including what the platform does, how to log in, and how to get started._{5 articles}

Security and SupportInformation on data security, platform status, and how to contact support or raise a complaint._{4 articles}

Administration

Set up and configure Legl including Engage, Pay, compliance, billing, and reporting.

Compliance and regulatoryHow Legl supports KYC, CDD, sanctions screening, compliant payments, and regulatory reporting._{8 articles}

User managementAdmin guidance for launching Legl, managing users and permissions, applying branding, and setting up SSO._{7 articles}

Engage setupSet up Engage workflows, client checks, templates, document sharing, and payment requests._{17 articles}

Pay setupSet up Legl Pay, complete Adyen onboarding, manage bank accounts, and configure online checkout._{9 articles}

Billing and commercialUnderstand Legl billing and how to pass costs on to clients._{4 articles}

Legl InsightsUse dashboards and reports for MLRO oversight and Engage and Pay usage tracking._{7 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._{16 articles}

In-Person CDDRun in-person identity and financial checks, including standalone checks._{3 articles}

Reviewing engage requestsReview CDD results, understand outcomes, and download reports._{12 articles}

Overseas clients (individuals)Guidance on verifying the identity of individual clients outside the UK._{3 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._{5 articles}

Proof of AddressCollect and verify proof of address using manual or automated checks._{6 articles}

Legl Source of Funds

Capture, review, and approve source of funds information, including open banking.

Conveyancing Source of FundsEverything you need to send, complete, and review Source of Funds requests for residential conveyancing matters._{8 articles}

Commercial Source of FundsEverything you need to set up, send, and review Commercial Source of Funds requests for corporate and commercial transactions._{5 articles}

Engage for businesses

Onboard and monitor business clients using KYB checks and ongoing monitoring.

Adding and onboarding a businessSearch for, create and onboard a business, and screen its directors and UBOs._{9 articles}

Understanding company reportsMake sense of the data in your company reports — statuses, ownership and more._{6 articles}

Ongoing monitoring

Understand and manage ongoing monitoring for individual clients and businesses, including alerts and admin settings.

Monitoring settingsConfigure your ongoing monitoring settings, including how alerts are assigned, reviewer access, and weekly email notifications._{3 articles}

Ongoing monitoring for businessesMonitor business clients over time and manage ongoing monitoring alerts._{8 articles}

Ongoing monitoring for individual clientsSet up and manage ongoing monitoring for individual clients._{5 articles}

Risk Assessments

Create, manage, and report on client and matter risk assessments.

Risk Assessments admin and reportingBuild and manage Risk Assessment templates, configure settings, and report on risk across your firm._{5 articles}

Risk Assessments for law firm usersComplete, update, and download client and matter Risk Assessments in Legl._{6 articles}

Trusts

Create, analyse and manage Trusts in Legl, from deed extraction to AML checks and ongoing compliance.

What is Trust onboarding in Legl?Understand how Trust onboarding works in Legl and how it supports faster, more confident AML compliance on trust matters.

How to create a Trust in LeglLearn how to create a Trust in Legl so you can manage trust matters, related activity, and compliance workflows in one place.

How to analyse a Trust deed and confirm Trust rolesLearn how to upload and analyse a trust deed, then review and confirm the Trust roles identified in Legl before running AML checks.

How to run AML checks from a TrustLearn how to run AML checks on individuals and businesses connected to a Trust directly from the Trust record in Legl.

Contacts

Create and manage contacts and link them to matters, requests, and payments.

What are contacts in Legl?Learn what Contacts is in Legl, what information it holds, and how to use it to manage client relationships.

Understanding the vessel contact pageLearn what you will see on a vessel contact's page in Legl, including vessel details, sanctions check results, and activity history.

How to create a contactHow to add an individual, business, trust, or vessel contact to Legl manually or when sending a pay or engage request.

How to search for an existing contactLearn how to find an existing client in Legl using the Contacts page, Engage, or Pay.

Understanding the individual contact pageLearn what you will see on an individual contact's page in Legl, how to update their details, and how to view their activity history.

Understanding the business contact pageLearn what you will see on a business contact's page in Legl, including company information, screening status, and activity history.

Understanding the trust contact pageLearn what you will see on a trust contact's page in Legl, including trust details, linked individuals, and activity history.

Pay

Request, manage, and refund payments using Legl Pay.

Requesting paymentsSend payment requests, take payments by phone or portal, and understand how clients pay through Legl._{8 articles}

Managing paymentsTrack payment activity, manage Payment Plans, and monitor how funds settle into your bank account._{5 articles}

Refunds and disputesHow to process refunds and what happens when a payment is disputed or a chargeback is raised._{3 articles}

Legl Academy

All Webinar recordings for on-demand access.

Webinar — Q1 2026 product releasesWatch a walkthrough of Q1 2026 releases, including Source of Funds AI, Risk Assessments, KYB, Ongoing Monitoring, and Payments.

Webinars: Risk & ComplianceWebinars on managing AML risk, running risk assessments, and staying compliant using Legl._{4 articles}

Webinars: Workflows & Insights for AdminsWebinars for Admins on streamlining your Legl workflows and using Insights to review and optimise performance._{4 articles}

Webinars: Client Due Diligence & OnboardingWebinars covering KYC, KYB, and client onboarding workflows in Legl._{9 articles}

Webinars: Source of FundsWebinars on using Legl's Source of Funds functionality to review client finances and support compliant decisions._{4 articles}

Webinars: PaymentsWebinars on using Legl Pay to speed up billing and collect payments from clients._{4 articles}

Webinars: IntegrationsWebinars on connecting Legl with your practice management software._{1 article}

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._{5 articles}

Custom IntegrationsGuidance for building and managing custom integrations with Legl using the API and available endpoints._{2 articles}

ActionstepSet up and manage the Legl and Actionstep integration, including payment links, billing templates, and troubleshooting._{7 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._{3 articles}

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._{3 articles}

NetDocuments (NetDocs)Learn how the Legl and NetDocuments (NetDocs) integration works, how to set it up, and how documents are automatically stored in NetDocuments._{3 articles}