Administration and Launch
Set up, configure, and launch Legl, including Engage, Pay, compliance, billing, and reporting.
By Shanté and 2 others3 authors54 articles
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 diligenceDiscover why top law firms choose Legl for KYC and CDD: biometric ID verification, AI summaries, ongoing monitoring, and flexible pricing.
Understanding compliant payments in LeglLegl ensures compliant payments by verifying client identity, managing funds securely, and maintaining audit trails.
Understanding Legl's UK sanctions regime complianceMeeting the regulatory requirements to comply with the UK Sanctions Regime.
Understanding 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.
What client checks are available in EngageUnderstand what client verification checks are available in Engage and how they support KYC, AML, and compliance requirements.
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.
Launch
Start here when you are launching Legl to your firm
Getting started with Legl: admin launch guideA step-by-step guide for admins launching Legl, covering roles, timelines, implementation, training, and 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.
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.
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 manage user permissions in LeglLearn how to assign roles and manage user permissions across Engage, Pay, Finance, and Risk Assessments in Legl.
How to deactivate or remove a user from LeglLearn how to deactivate a user, reactivate them, or request permanent removal from your Legl account.
How to set up single sign-on (SSO) with Azure Active DirectoryLearn how to set up Single Sign-On (SSO) for Legl using Azure Active Directory, including testing and supported identity 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.
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.
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, MLRO notifications, escalation alerts, ID document alerts, email preferences, and delivery failure alerts.
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.
How e-signatures work in LeglWhat your clients see when they receive an e-signature request through Legl.
How to pre-tag documents for e-signaturesThis feature allows you to create a pre-tagged document, simplifying the signature process for subsequent uploads.
How to use Protocol TA forms in LeglHow to use pre-tagged Protocol TA forms to streamline conveyancing document completion.
How to create a customisable formLearn how to build a customisable form in Legl, including sections, visibility logic, and different question types.
Customisable forms — templates and examplesReady-to-use templates for building Customisable Forms in Legl, including suggested questions and field types you can adapt.
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 to add a document request to a customisable formLearn how to add required, optional, or conditional document requests to a customisable form.
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 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.
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.
Getting started with Adyen as a Sole ProprietorThis 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 enable or disable payment methods in Legl PayLearn how to enable or disable payment methods and payment options in Legl Pay from your firm’s Pay settings.
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 guidePay by Bank (Open Banking) Onboarding Guide
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 the MLRO Oversight dashboard?A centralised view of CDD history, KYC checks, KYB reports, and Risk Assessments for every client across your firm.
What is the Engage Individuals analytics tab?Understand what the Engage Individuals analytics tab shows, what insights are available, and who it is most useful for.
What is the Compliance Overview?Learn what the Compliance Overview tab shows, who it is for, how to opt in, and how it differs from the MLRO Oversight tab.
What is the Pay dashboard?An overview of payment activity across your firm, including total payments, amounts collected, and average time to pay.
What is the Engage Businesses analytics tab?Track business onboarding workflow performance, company report generation, and business sanctions screening activity.
What is the Engage Billing dashboard?A line-by-line usage breakdown of completed Engage requests, exportable for invoice reconciliation or disbursement tracking.
How to export a CSV from the Compliance OverviewLearn how to export a CSV of flagged high-risk contacts from the Compliance Overview tab, and what to expect when the file is ready.
What is Legl Insights?A suite of dashboards giving your firm visibility into compliance status, onboarding performance, and workflow activity.