Legl CMI | One comprehensive onboarding platform

Get to the matter faster with rich, configurable onboarding workflows.
Enable faster payments reconciliation by identifying what money has come into the firm and from whom it was sent, and link payments to other processes.
Seamless integrations with your firm's existing technology stack.

Reduce administrative costs

Remove the administrative burden of client-facing processes such as CDD, payment collection and electronic signatures to make client onboarding more efficient, effective, and commercially viable.

Reduce onboarding times

Shrink the time it takes to set up a matter, invite clients to complete the onboarding process, collect money on account and request signatures from your clients for engagement letters and other key documents.

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Improve client experience

Make it easier for clients to instruct and pay you with one comprehensive, interconnected, and easy-to-use onboarding platform.

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One platform tailored to your requirements

Our products are designed to work together so your unique requirements can be addressed all in one place.

Explore the platform

Legl CMI

Legl Assist

Legl Source of Funds

Legl Pay

Legl KYB

Legl KYC & AML

Legl CMI key features

eSignatures
Enable faster approvals and agreements with our eSignature features, designed to expedite and secure your digital processes.
Customisable forms
Streamline information capture with editable forms for different stages in the client lifecycle, different client, and matter types.
Consolidated client experience
Elevate every client interaction from one, unified platform that's built to seamlessly enhance every touch-point.

A growing list of partners & integrations...

P4W

ALB

Proclaim

DPS

Quill

Actionstep

60% of all client due diligence information requests are returned within a single day. This allows fee earners to get started on their matters faster, aligning the needs of both the compliance team and the fee earners they support, and encouraging adoption of the technology. Naturally there was a change management process going from having no firm-wide approach to client due diligence, to introducing a technological solution to facilitate it, but the change management process with Legl was a “seamless” one.

Product Manager

Simons Muirhead and Burton

During the 18 months that we have partnered with Legl we have seen significant improvements to our client onboarding process. 50% of our due diligence request are now completed within 24 hours of being sent meaning we can begin working on client matters much faster whilst also giving new clients a smooth onboarding experience

Compliance supervisor

gunnercooke llp

We have found that using Legl has greatly improved our onboarding process. It allows our clients to quickly complete identification requirements, increasing the speed at which work can be started on our client matters.

Juliet Burtrand

Head of Compliance

Their approach wasn't just about providing a solution; it was about understanding and evolving with us — they weren’t just providers; they were problem solvers, eager to understand our unique challenges and actually work with us to solve them

Director of Risk and Compliance

Legl understands the problems facing law. It’s why, when I first looked at the platform, I knew exactly what it was and what it could do for our firm. The fact it continues to do more of what we need with each passing year is a testament to how you get innovation right!

Projects Partner