This webinar features a conversation with Natasha Boyland, Head of Operations and Risk at Woodstock Legal Services, around the firm’s experience using Legl. In addition, we’ll cover the most effective ways to create a best-in-class client onboarding process to improve business efficiency and delight your clients.
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Start automating your credit control process to reduce the time spent on costly admin and quickly recover outstanding payments.
Help support your clients with any outstanding debt by splitting payments into more management instalments. Get access to financial management features, such as enhanced reporting, and reminders to automatically follow-up with your client when payments are due.
Verify the card owner and billing address ahead of taking a card payment from your client.
Before your client is prompted to pay, you can run a check to confirm that the details of your client match the details of the person making the payment. Get all the information you need to verify the payment, or decide if any additional CDD is required.
Process bank transfers with additional compliance checks, including source of funds, client details, and more. Review or reconcile payments before they arrive in your client account to ensure maximum control.
You can offer a new set of bank details for online payments via Legl and for other payment methods, such as bank details on your own invoices. Incoming bank payments will be visible in your dashboard and paid out alongside your card payments.
Attract new clients and support clients who prefer to pay invoices in instalments.
Only ask your client to authorise payments once, and automatically collect the total amount across multiple payment instalments. Control the number of instalments and over what time period payments will be taken, helping your clients to better manage their finances.
Send payment requests to your client via SMS. Create automatic reminders to be sent to your client at intervals once the payment has been initially requested via SMS or a letter sent to their address.
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