Get to the matter faster with rich, configurable onboarding workflows.
Be Tranche 2–ready with integrated KYC/KYB, source-of-funds and automated risk assessments.
Seamless integrations with your firm’s existing technology stack, including Clio and Actionstep.
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."
