One comprehensive, intuitive, and easy-to-use onboarding platform

"For anyone looking at their onboarding process – and that should be everyone on a regular basis, frankly–Legl gives an amazing combination of simplicity and process effectiveness."
Kieran Windsor
Kieren Windsor
Platform service director, Bamboo
  • 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.

Improve client experience

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

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 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...

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