Administration
Set up and configure Legl including Engage, Pay, compliance, billing, and reporting.
By Michelle and 3 others4 authors60 articles
Launching Legl
Start here when you are launching Legl to your firm
- 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 configure your firm's branding and contact detailsConfigure your firm's branding and contact details from the general settings page in Legl.
Compliance and regulatory
How Legl supports KYC, CDD, sanctions screening, compliant payments, and regulatory reporting.
- What client checks are available in Engage?Understand what client verification checks are available in Engage and how they support KYC, AML, and compliance requirements.
- What is Dual-ID CDD?Learn what Dual-ID CDD is, how it collects and verifies two identity documents in one onboarding flow, and when to use it.
- Choosing the right CDD workflow in LeglA guide to choosing the right CDD workflow in Legl for onboarding, counterparty checks, and low-risk matters to stay compliant.
- Understanding the difference between identity verification and Proof of Address verificationUnderstand the difference between identity verification and Proof of Address verification in Legl, and when each applies.
- Understanding where CDD report data is sourcedWhich third-party providers power each check in a Legl CDD report: identity, proof of address, financial, AML, and business data.
- What is Legl's DIATF certification?What DIATF certification means at Legl, which CDD products it covers, and what it means for your firm and your clients.
- Understanding Legl's UK sanctions regime complianceMeeting the regulatory requirements to comply with the UK Sanctions Regime.
- Understanding compliant payments in LeglLegl ensures compliant payments by verifying client identity, managing funds securely, and maintaining audit trails.
- Why top law firms use Legl for KYC and client due diligenceDiscover why top law firms choose Legl for KYC and CDD: biometric ID verification, AI summaries, ongoing monitoring, and flexible pricing.
- How Legl supports conveyancing mattersHow Legl supports conveyancing matters: identity checks, Source of Funds, matter questionnaires, document signing, and payments.
- How Legl supports firms as authorised corporate service providers (ACSP)Verify identities with confidence. Legl's CDD tools support compliance with Companies House IDV standards using biometrics, NFC, and more.
User management
Admin guidance for launching Legl, managing users and permissions, applying branding, and setting up SSO.
- How to invite users to LeglInvite team members to your firm's Legl account. Covers what happens after the invite is sent and troubleshooting email delivery.
- How to set up single sign-on (SSO) using DuoLearn how to configure SAML-based SSO for Legl using Duo, including setup, testing, and going live with your team.
- How to manage your team & departmentsLearn how to manage user roles, departments and permissions across Engage, Pay, and Risk Assessments in Legl.
- How to set up single sign-on (SSO) with Microsoft Entra ID (Azure Active Directory)Set up single sign-on (SSO) for Legl with Microsoft Entra ID (Azure Active Directory), including testing and other supported providers.
- How to set up single sign-on (SSO) using Google WorkspaceLearn how to configure SAML-based SSO for Legl using Google Workspace, including setup, testing, and going live with your team.
- How to deactivate or remove a user from LeglLearn how to deactivate a user, reactivate them, or request permanent removal from your Legl account.
- What is the Firm Switcher?The Firm Switcher lets users with multiple Legl accounts switch between them from a single login, without logging out.
- What is the Consultancy Model in Legl?Learn how the Consultancy Model limits fee earner visibility so each user can only see their own checks and requests in Legl.
Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
- What is a workflow in Legl?Workflows can be designed to mirror your existing processes, delivering them in a faster, more consistent, and streamlined way.
- How to create a workflowLearn how to create a bespoke workflow in Legl, including steps to build, customise, and enable workflows for Engage requests.
- How to set up a payment request in a workflowLearn how to add a payment request step to a workflow so clients can pay at the point of onboarding.
- How to send or request documents with clients using workflowsLearn how to add Send a Document and Request a Document steps to a workflow to share and collect files from clients.
- Engage workflows — Templates and ExamplesSample workflow templates across practice areas including client onboarding, conveyancing, ACSP compliance, and Source of Wealth.
- How to configure Engage settingsConfigure Engage reminders, client email copy, compliance notifications, ID document alerts and email preferences.
- How firm user email notifications work for EngageEvery email notification firm users get in Legl, including request completion, e-signature, compliance alerts and monitoring updates.
- How to make your client and matter references mandatoryLearn how to enforce required, unique, or format-specific validation rules on your client and matter references in Legl.
- How Engage request links work for firms with multiple brandsHow Legl applies the right brand to your Engage request emails and client pages when your firm uses more than one brand.
Customisable forms
Build forms to collect client information, add them to workflows, and use example templates.
- What are customisable forms?An overview of Legl's customisable forms: what they are, what they do, and how they fit into your client workflows.
- How to create a customisable formLearn how to build a customisable form in Legl, including sections, question types, document requests, and visibility logic.
- How to add a document request to a customisable formLearn how to add required, optional, or conditional document requests to a customisable form, and how to collect more than one file.
- How to add a customisable form to multiple workflowsLearn how to assign a customisable form to one or more workflows at once, directly from the form builder.
- Customisable forms — Templates and ExamplesReady-to-use templates for building Customisable Forms in Legl, including suggested questions and field types you can adapt.
Pay setup
Set up Legl Pay, complete Adyen onboarding, manage bank accounts, and configure online checkout.
- How to register with Adyen for Legl PayHow to complete your firm's one-time Adyen registration for Legl Pay payouts, from bank accounts to signing the agreements.
- How to add or update bank accounts in AdyenAdd a new payout bank account for Legl Pay or update an existing one, covering both the Legl setup and Adyen verification steps.
- How to configure Pay settingsConfigure payment methods, products, limits, reminders and client email copy from the Pay settings page in Legl.
- How to add Legl Pay to invoices and your websiteLearn how to add Legl Pay to your website and invoices so clients can securely pay online.
- How to pre-fill checkout parametersLearn how to pre-fill checkout fields using query parameters to create customised payment links in Legl Pay.
- What is Pay by Bank?Understand what Pay by Bank is in Legl, how it works, and the benefits it offers your firm and clients.
- Legl x Volt: Pay by Bank onboarding guideHow to complete Volt's mandatory onboarding for Pay by Bank, including documents, identity verification, and merchant terms.
- How Adyen re-verification worksWhat to do when Adyen asks your firm to re-verify its details, including how often it happens and how to complete the review.
- How payment branding works for firms with multiple brandsHow Legl applies the right brand to your payment emails and payment page when your firm uses more than one brand for Legl Pay.
Billing and commercial
Understand Legl billing and how to pass costs on to clients.
- How billing works at LeglThis article explains when your firm is charged for using Legl products, how invoicing works, and where to view and pay your bills.
- How to pass Legl costs to clientsGuidance on passing Legl-related costs to clients, including CDD charges and payment surcharge rules.
- How to run Pay usage billing reportsLearn how to generate, filter, and download Pay usage billing reports, and how to correctly reconcile them with your invoice.
- How to run Engage usage billing reportsLearn how to generate, filter, and download Engage usage billing reports, and how to correctly reconcile them with your invoice.
Legl Insights
Use dashboards and reports for MLRO oversight and Engage and Pay usage tracking.
- What is Legl Insights?A suite of dashboards giving your firm visibility into compliance status, onboarding performance, and workflow activity.
- What is the Pay dashboard?Understand your firm's payment performance and transaction history using the Insights and Billing tabs of the Pay dashboard.
- What is the Engage Individuals analytics dashboard?Understand what the Engage Individuals analytics dashboard shows, what insights are available, and who it is most useful for.
- What is the Engage Businesses analytics dashboard?Track business onboarding workflow performance, company report generation, and business sanctions screening activity.
- What is the MLRO oversight dashboard?A centralised view of CDD history, KYC checks, and KYB reports for every client across your firm.
- What is the Compliance overview?Learn what the Compliance overview dashboard shows, who it is for, how to opt in, and how it differs from the MLRO oversight dashboard.
- How to export a CSV from the Compliance overviewLearn how to export a CSV of flagged high-risk contacts from the Compliance overview, and what to expect when the file is ready.
- What is the Engage Billing dashboard?A line-by-line usage breakdown of completed Engage requests, exportable for invoice reconciliation or disbursement tracking.