Legl Academy
All Webinar recordings for on-demand access.
By Ula and 1 other2 authors27 articles
Webinar — Q1 2026 product releasesWatch a walkthrough of Q1 2026 releases, including Source of Funds AI, Risk Assessments, KYB, Ongoing Monitoring, and Payments.
Webinars: Risk & Compliance
Webinars on managing AML risk, running risk assessments, and staying compliant using Legl.
Webinar — Legl for the MLRO: oversight, risk and controlA practical guide to how MLROs can use Legl to maintain oversight, manage risk, and strengthen compliance controls.
Webinar — Managing risk with LeglLearn how to identify and manage risk in your law firm using Legl’s Engage platform. Watch the recorded session from September 17, 2025.
Webinar — Managing risk assessments with LeglDiscover how to simplify and optimise risk assessments in your law firm with Legl. Watch the recorded session from December 10, 2025.
Webinar — Risk Assessments with LeglA high-level guide to risk assessments in Legl, including setup, scoring, and how they support AML compliance.
Webinars: Workflows & Insights for Admins
Webinars for Admins on streamlining your Legl workflows and using Insights to review and optimise performance.
Webinar — Designing and scaling workflows for growth in LeglA high-level guide to designing, structuring, and scaling workflows in Legl, based on the webinar from 26 March 2026.
Webinar — How to streamline your workflows in LeglDiscover how to build, optimise, and scale workflows in Legl for onboarding, compliance, and payments. Recorded January 2026.
Webinar — Reviewing and optimising workflows using InsightsWebinar from 17 March 2026 on using Insights to review workflows, identify gaps, and improve onboarding with data-driven decisions.
Webinar — Using Insights to improve your client journeyOn-demand webinar (30 April 2026) 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.
Webinar — Engage KYC & KYB foundationsLearn how to create and send Engage onboarding requests, run KYC/KYB checks, review CDD results, and manage ongoing monitoring in Legl.
Webinar — Engage for individuals and businessesWatch our on-demand webinar covering the full Engage workflow, from business searches and sending requests to reviewing CDD reports.
Business client onboarding & KYB compliance – video guide for law firmsLearn how to efficiently onboard business clients while meeting Know Your Business (KYB) compliance requirements.
How to improve individual client onboarding & compliance – video guide for law firmsPractical strategies for streamlining client onboarding while ensuring compliance with legal regulations.
Webinar — Streamlining client matter inceptionA step-by-step look at how Legl’s Client Matter Inception (CMI) tools can help law firms onboard new matters efficiently.
Webinar — Onboarding international clients: workflow optimisationA guide to optimising workflows for onboarding international clients, covering entity identification, screening, and verification in Legl.
Webinar — Supporting clients in personWatch how to complete onboarding and take payments on a client's behalf using In-Person CDD and telephone payments.
Webinar — Proof of Address Verification with LeglDiscover how to simplify and automate proof of address checks in your law firm with Legl. Watch the recorded session from November 26, 2025.
Webinar — Blended digital and In-Person CDD workflowsWatch our on-demand webinar on blended digital and in-person CDD workflows, Force Complete, telephone payments, and data hygiene.
Webinars: Source of Funds
Webinars on using Legl's Source of Funds functionality to review client finances and support compliant decisions.
Webinar — Financial due diligence with Legl's Source of FundsLearn how to simplify financial due diligence using Legl’s Source of Funds tool.
Webinar — Enhancing Source of Funds with LeglSee how Legl’s updated Source of Funds reports now deliver deeper insights at speed. Watch the recorded session from June 26, 2025.
Webinar — Helping clients complete the Source of Funds processA practical guide for law firms on assisting clients with the Source of Funds verification process.
Webinar — Improving residential conveyancing onboardingLearn how to enhance and simplify the onboarding process for residential conveyancing clients.
Webinars: Payments
Webinars on using Legl Pay to speed up billing and collect payments from clients.
Webinar — Driving faster payments with Legl PayA guide based on our 11 March 2026 webinar explaining how to improve payment speed using Legl Pay features and insights.
Webinar — Getting started with Legl Pay for new usersA guide for Legl Pay users covering checkout types, faster payment options, and how to track activity in Insights.
Optimising & streamlining cash flow – video guide for law firmsExplore best practices for managing and improving cash flow in your law firm.
Webinar — Using Pay in Legl: onboarding and payment workflow optimisationA guide to using Legl Pay to streamline client payments, improve cash flow, and embed payments into onboarding and matter workflows.
Webinars: Integrations
Webinars on connecting Legl with your practice management software.
Webinar — Using Legl with ActionstepDiscover how to streamline onboarding, compliance, and payments by integrating Legl with Actionstep. Recorded January 2026.