Legl Onboarding

Onboard clients in hours, not days

Legl handles client onboarding end to end, from ID and AML checks to source of funds, in a single branded process. Clients complete it in minutes and your team gets to billable work sooner instead of collecting documents by hand.

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600+ law firms trust Legl

Blacks
Higgs
Lewis Silkin
Michel Mores
Stephens Scown
Taylor Rose
Tollers
Wilkes
Woodstock
cripps
Gunnercooke
Wolferstans
Blacks
Higgs
Lewis Silkin
Michel Mores
Stephens Scown
Taylor Rose
Tollers
Wilkes
Woodstock
cripps
Gunnercooke
Wolferstans

Why firms use Legl for their onboarding

Faster onboarding

85% of clients are onboarded within a day, so work can start straight away.

Easy for clients

Clients complete their checks online in minutes with no app to download.

Your branding

Put your logo and colours across the entire client experience with custom branding.

Stronger compliance

Every check and decision is logged, giving you a clear audit trail.

600+ law firms trust Legl with their payments and onboarding

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.

Kieren Windsor

,

Director of Platform Services

Bamboo

Everything in our own workflows is just sent to clients in one click. It makes it a smooth journey. The team loves it because it reduces their admin time; they weren't happy chasing clients constantly.

Natasha Boyland

,

Director and Head of Risk & Operations

Woodstock Legal Services

We would receive documents, send out an engagement letter, and then wait for the client to print out the letter, sign it, and post it back – a process that could take up to two weeks or more. Now many people respond within a day – we send out the link and get [the documents] back extremely quickly.

Helen Strachan

,

Practice Director

Burnett & Reid

Our onboarding process is the first thing a client experiences with us, so it needs to be fast, intuitive and simple. We wanted one place to run due diligence, risk and screening - not a stack of tools our team had to hold together by hand.

Ravin Singh

,

Senior Office Manager

Osbourne Pinner Solicitors

We wanted a solution that would support a consistent approach to client due diligence whilst making the onboarding process straightforward for both clients and colleagues. Legl has enabled us to bring key onboarding and compliance activities into a single process, providing greater visibility and oversight across the client lifecycle, and we are already seeing efficiencies across the firm.

Natalie Corbi

,

Compliance Director

JCP Solicitors

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

Attwells

Onboarding built for how your firm works

Your risk policy

Automated checks follow your firm's risk policy so clients can fix issues before they reach your team.

Fully configurable

Build the checks, steps and rules your firm needs without writing a line of code.

All-in-one

Collect and verify everything you need for client onboarding, including ID, AML and source of funds.

Frequently asked questions

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