The challenge: risk assessments that slowed everything down

Lengthy PDFs. Endless email chains. Little visibility.

Myerson Solicitors had a robust and well-understood approach to risk assessments, but as the firm grew, the existing process became increasingly time-consuming. Fee-earners spent 20–30 minutes completing a single assessment, before it even entered the approval stage. Partners were emailed attachments to review. PAs chased signoffs. Compliance teams had limited real-time visibility across what had been completed, approved, or escalated.

As an employee-owned Top 200 UK law firm with a growing client base and increasing regulatory complexity, the firm recognised that there had to be a more efficient way to manage risk assessments - without compromising rigour.

As Dora Bumber, Head of Risk & Compliance, put it:

“The approach we had was thorough, but it was also lengthy and fairly static. It didn’t enable intelligent prompts or provide a clear, consistent audit trail. We knew there had to be a better way to support the firm as it continued to grow."

The solution: streamlined, intelligent risk assessments in Legl

Rather than introducing another standalone compliance tool, Myerson chose to extend its use of Legl by rolling out the platform’s newly introduced risk assessment capability firmwide.

Legl replaced PDFs and email chains with structured, digital workflows designed around speed, clarity, and oversight.

Fee-earners now receive a simple email prompt and are taken directly into the relevant assessment.

“They click the link and it takes them straight into the platform - it’s really sleek and straightforward.”

Once an assessment is completed, approvals are automatically triggered by the platform.

“As soon as they click complete, an email goes straight to the partner for sign off."

No attachments. No manual chasing. No ambiguity.

To support the rollout, Dora ran short Teams training sessions by department - but adoption exceeded expectations. Fee-earners quickly embraced the new process, even though they hadn’t previously interacted directly with compliance tools.

The results: 5× faster assessments and immediate capacity gains

The impact was immediate.

What once took 20 - 30 minutes now takes under six minutes - a single chargeable unit. That represents an 80% reduction in time spent per assessment.

In just over two weeks, Myerson completed more than 370 risk assessments.

At the previous pace, that volume would have absorbed weeks of additional fee-earner time. With Legl, the firm was able to complete around five times more assessments in the same timeframe, without adding headcount or pressure.

For compliance, visibility has been transformed. Dora and her team can see, in real time, what has been completed, approved, or escalated - with a clear audit trail for every decision.

Looking ahead

Following the success of risk assessments, Myerson is now focused on bringing more compliance activity into Legl - from internal compliance questionnaires to file reviews.

“There’s so much we can tailor in Legl that we just can’t do with other suppliers.”

With Legl’s open API, the firm is also exploring deeper integration with its case management system, automating the storage of risk assessments directly into client files.