Support for Law Firm Users

Set up and go live with Risk Rules, your firm's governance layer for consistent, policy-based client onboarding.

Start here when you are launching Legl to your firm

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

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

Run due diligence for individual clients, including identity checks, source of funds, and ongoing monitoring.

How to set up, send, and manage document signing requests in Legl, covering standard e-signatures and Qualified Electronic Signatures (QES).

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

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

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

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

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

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

Request, manage, and refund payments using Legl Pay.

Connect Legl with your existing legal and business systems to streamline client onboarding, compliance, and payments.

All Webinar recordings for on-demand access.