Administration and Launch
Set up, configure, and launch Legl, including Engage, Pay, compliance, billing, and reporting.
Launch
Start here when you are launching Legl to your firm
Legl admin launch guideWelcome to Legl! This guide provides an overview of the launch process, change management guidelines, and best practices to ensure success.
Launching Legl: project plan and checklistA practical launch guide for law firms implementing Legl’s onboarding, compliance, and payments tools.
How to add your firm’s branding to LeglHow to make the Legl experience bespoke to your companies brand.
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 LeglSetting up SAML SSO
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?A complete list of the KYC & AML checks you can run on individuals with Legl Engage
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 WorkflowPlease note only Admins of your firm can create workflows: This is to ensure process consistency
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.
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 Adyen
What settings can you customise in Legl Pay?In order to provide a bespoke experience for your clients you are able to customise the below settings within your Legl Pay environment.
How to add Legl Pay to invoices and your websiteA step by step guide that outlines how to enable Legl Pay for your website and invoices so your clients can seamlessly pay you online.
How to add the online checkout to your website and invoicesMake Legl Pay accessible on your website and invoices.
How to pre-fill checkout parametersConfiguring your checkout with query parameters. Streamline and personalise the checkout experience for our customers.
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.