Legl Academy
All Webinar recordings for on-demand access.
By Ula1 author12 articles
Webinars: Product releases
Catch up on what's new in Legl — recaps and recordings of each quarter's product releases across onboarding, risk, payments and more.
Webinars: Risk & Compliance
Webinars on managing AML risk, running risk assessments, and staying compliant using Legl.
- Legl for the MLRO: oversight, risk and control — On-DemandAn on-demand session for MLROs on using Legl for oversight across onboarding, risk assessments, ongoing monitoring, and payments.
- Risk Assessments with Legl — On-DemandAn on-demand walkthrough of Risk Assessments in Legl: templates, completing assessments, scoring, escalation, and reassessment.
Webinars: Workflows & Insights for Admins
Webinars for Admins on streamlining your Legl workflows and using Insights to review and optimise performance.
- Designing and scaling workflows for growth — On-DemandAn on-demand session on designing, structuring, and scaling onboarding workflows in Legl to support firm-wide growth and compliance.
- Reviewing and optimising workflows using Insights — On-DemandAn on-demand deep dive into Engage Insights: workflow performance, funnels, stalled workflows, team activity, and client experience.
- Using Insights to improve your client journey — On-DemandAn on-demand session on using Pay and Engage Insights to spot friction, speed up cash flow, and improve the client journey.
Webinars: Client Due Diligence & Onboarding
Webinars covering KYC, KYB, and client onboarding workflows in Legl.
- Engage for individuals and businesses — On-DemandAn on-demand end-to-end Engage walkthrough: company reports, sending requests, the client experience, reviewing CDD, and monitoring.
- Onboarding international clients — On-DemandAn on-demand session on onboarding international clients in Legl: identifying overseas entities, screening, and verifying clients.
- Blended digital and In-Person CDD workflows — On-DemandAn on-demand session on blended journeys: Force Complete, In-Person CDD, telephone payments, and keeping Engage data clean.
Webinars: Payments
Webinars on using Legl Pay to speed up billing and collect payments from clients.
- Driving faster payments with Legl Pay — On-DemandAn on-demand session on using Legl Pay checkout options, Insights, and reminders to reduce time to pay across your firm.
- Getting started with Legl Pay — On-DemandAn on-demand walkthrough for new Legl Pay users: pay requests, the payment portal, telephone payments, transfers, refunds, and reminders.
Webinars: Integrations
Webinars on connecting Legl with your practice management software.