Administration and Launch
Set up, configure, and launch Legl, including Engage, Pay, compliance, billing, and reporting.
By Tess and 3 others4 authors39 articles
Launch
Start here when you are launching Legl to your firm
Legl admin launch guideLearn how to launch Legl as an admin, including kick-off preparation, implementation steps, training, and support to ensure a successful firm-wide rollout.
Launching Legl: project plan and checklistA practical guide to the Legl launch process, outlining key phases, roles, timelines, and what to expect from setup to go-live.
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.
Internal launch email templates for introducing LeglWe've created several email templates to help introduce Legl to your law firm.
External launch email templates for introducing LeglEmails for you to send externally to announce that you are now using Legl.
User management
Admin guidance for launching Legl, managing users and permissions, applying branding, and setting up SSO.
How to invite users to LeglThis guide shows you how to add a new user, update permissions or remove access.
How to manage user permissions in LeglLearn how to assign roles and manage user permissions across Engage, Pay, Finance, and Risk Assessments in Legl.
How to set up single sign-on (SSO) with LeglLearn how to set up Single Sign-On (SSO) for Legl using Azure Active Directory, including testing and supported identity providers.
How to deactivate or remove a user from LeglLearn how to deactivate a user, reactivate them, or request permanent removal from your Legl account.
Engage setup
Set up Engage workflows, client checks, templates, document sharing, and payment requests.
What client checks can you run with Engage?Understand what client verification checks are available in Engage and how they support KYC, AML, and compliance requirements.
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. This guide walks you through the steps to build, customise, and enable workflows for Engage requests.
What steps can be included in a workflowUnderstand the different steps you can include in a workflow and what each step is used for in Legl.
Using workflow templates in LeglAt Legl we help law firms get instructed, satisfy their AML requirements and get paid faster!
How to share documents with clients using workflowsSending or requesting documents in a standalone workflow
How to set up a payment request in a workflowHow to include a payment step in your engage workflows.
Client matter intake (CMI)
Create and manage intake forms, Protocol TA forms, document tagging, and e-signatures.
Using Protocol TA forms in LeglHow to use pre-tagged protocol TA forms to streamline conveyancing.
Pre-tagging documents for e-signaturesThis feature allows you to create a pre-tagged document, simplifying the signature process for subsequent uploads.
How to create and manage custom formsHow to use Legl's Customisable Forms to streamline gathering information in your workflows.
How to request an e-signature from clientsHow to request clients sign documents as part of a Legl workflow.
Pay setup
Set up Legl Pay, complete Adyen onboarding, manage bank accounts, and configure online checkout.
What is Legl Pay?Understand what Legl Pay is, how it works, and how it helps your firm request, manage, and track client payments in one place.
How to register with Adyen for Legl PayStep by step guide on linking your bank account to Legl.
Adyen onboarding guide for Sole ProprietorsThis guide helps sole proprietors onboard with Adyen by providing steps for entering details, verifying accounts, and submitting documents.
How to add or update bank accounts in AdyenLearn how to add or update your bank account details in Adyen via the Legl Dashboard.
What settings can you customise in Legl Pay?An overview of the firm-level settings you can customise in Legl Pay to tailor how you accept and manage payments.
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.
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.
Guidance on passing 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.
Compliance and regulatory
How Legl supports KYC, CDD, sanctions screening, compliant payments, and regulatory reporting.
Why top law firms use Legl for KYC and client due diligence
Managing flexible CDD workflows to stay compliant
How Legl supports compliant paymentsLegl ensures compliant payments by verifying client identity, managing funds securely, and maintaining audit trails.
How Legl supports compliance with the UK sanctions regimeMeeting the regulatory requirements to comply with the UK Sanctions Regime.
Where CDD report data is sourcedData sources and background information of CDD reports
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.
Legl Insights
Use dashboards and reports for MLRO oversight and Engage and Pay usage tracking.
What is the MLRO oversight dashboard in Legl Insights?Use this dashboard to get an instant overview of KYC checks, KYB company reports, or Risk Assessments that might need your attention.
What is Legl Insights?A centralised view to make data driven decisions based on full visibility across different departments, performance and client types.