Legl Academy
All Webinar recordings for on-demand access.
By Ula and 1 other2 authors27 articles
Upcoming Legl Academy Webinars 📚Master the tools. Unlock the value. Deliver faster results.
Q1 2026 Product Releases — On-Demand WebinarWatch a walkthrough of everything released in Q1 2026, including Source of Funds AI, Risk Assessments, KYB, Ongoing Monitoring, Payments, and Integrations.
Webinars: Risk & Compliance
Webinars on managing AML risk, running risk assessments, and staying compliant using Legl.
Legl for the MLRO: Oversight, Risk & Control WebinarA practical guide to how MLROs can use Legl to maintain oversight, manage risk, and strengthen compliance controls.
Managing Risk with Legl – On-Demand WebinarLearn how to identify and manage risk in your law firm using Legl’s Engage platform. Watch the recorded session from September 17, 2025.
Managing Risk Assessments with Legl – On-Demand WebinarDiscover how to simplify and optimise risk assessments in your law firm with Legl. Watch the recorded session from December 10, 2025.
Risk Assessments with Legl WebinarA 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.
Designing and Scaling Workflows for Growth in Legl WebinarA high-level guide to designing, structuring, and scaling workflows in Legl, based on the webinar from 26 March 2026.
How to Streamline Your Workflows in Legl – On-Demand WebinarDiscover how to build, optimise, and scale workflows in Legl for onboarding, compliance, and payments. Recorded January 2026.
Reviewing and Optimising Workflows Using Insights - WebinarWebinar from 17 March 2026 on using Insights to review workflows, identify gaps, and improve onboarding with data-driven decisions.
Using Insights to Improve Your Client Journey - WebinarOn-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.
Engage KYC & KYB Foundations Webinar GuideLearn how to create and send Engage onboarding requests, run KYC/KYB checks, review CDD results, and manage ongoing monitoring in Legl.
Engage for Individuals and Businesses - On-Demand WebinarWatch our on-demand webinar covering the full Engage workflow (1st April 2025), from business searches and sending requests to reviewing CDD reports and managing monitoring.
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.
Streamlining Client Matter Inception with Legl – Video GuideA step-by-step look at how Legl’s Client Matter Inception (CMI) tools can help law firms onboard new matters efficiently.
Onboarding international clients: workflow optimisation webinarA guide to optimising workflows for onboarding international clients, covering entity identification, screening, and verification in Legl.
Supporting Clients In Person — On-Demand WebinarWatch how to complete onboarding and take payments on a client's behalf using In-Person CDD and telephone payments.
Proof of Address Verification with Legl - On-Demand WebinarDiscover how to simplify and automate proof of address checks in your law firm with Legl. Watch the recorded session from November 26, 2025.
Blended Digital and In-Person CDD Workflows - On-DemandWatch our on-demand webinar on blended digital and in-person CDD workflows, Force Complete, telephone payments, and data hygiene from 22nd April 2026.
Webinars: Source of Funds
Webinars on using Legl's Source of Funds functionality to review client finances and support compliant decisions.
Legl’s Source of Funds Solution – Video Guide to Financial Due DiligenceLearn how to simplify financial due diligence using Legl’s Source of Funds tool.
Enhancing Source of Funds with Legl – On-Demand WebinarSee how Legl’s updated Source of Funds reports now deliver deeper insights at speed. Watch the recorded session from June 26, 2025.
Helping Clients Complete the Source of Funds Process – Video GuideA practical guide for law firms on assisting clients with the Source of Funds verification process.
Improving Residential Conveyancing Onboarding – Video Guide with LeglLearn 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.
Driving faster payments with Legl Pay WebinarA guide based on our 11 March 2026 webinar explaining how to improve payment speed using Legl Pay features and insights.
Optimising & Streamlining Cash Flow – Video Guide for Law FirmsExplore best practices for managing and improving cash flow in your law firm.
Using Pay in Legl: onboarding and payment workflow optimisation webinarA 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.
Using Legl with Actionstep – On-Demand WebinarDiscover how to streamline onboarding, compliance, and payments by integrating Legl with Actionstep. Recorded January 2026.
