We’re excited to share that Legl Risk Assessments are now live.

This new feature brings a consistent, digital workflow to the way law firms assess client and matter risk. It’s fully integrated into the Legl platform, sitting alongside KYC, KYB, source of funds, and payments, to support a seamless end-to-end onboarding experience.

From the start, we set out to remove the friction, inconsistency, and manual effort that too often define the risk assessment process.

Built in collaboration with law firms

Throughout development, we worked closely with compliance and operations teams across a wide range of UK law firms. Whether firms were using Legl already or still relying on manual templates, the message was clear.

“Templates are inconsistent, hard to manage, and disconnected from onboarding.”

“We’re spending too much time chasing incomplete or inaccurate assessments.”

“Fee earners find it confusing and see it as just another form to fill in.”

This feedback shaped every stage of the product. We designed a solution that eliminates duplication, helps firms apply their existing risk policies consistently, and reduces the overhead of maintaining audit readiness.

What makes it different

Legl Risk Assessments are:

• Embedded into onboarding workflows: Risk assessments happen where and when they should—without switching tools or rekeying data.
  
  
• Auto-populated data: Known client and matter details are filled in automatically, reducing errors and delays.
  
  
• Aligned to your firm’s methodology: Use your own risk scoring and policies—not generic templates.
  
  
• Dynamic monitoring: The system automatically updates risk assessments in real time when client risk status changes, with instant notifications to your compliance team.
  
  
• Audit-ready by design: Full version control, timestamps, and visibility of high-risk matters, all within a single platform.
  
  

This isn’t just another risk checklist. It’s a tool built to match the way your firm works today and to scale with the way you work tomorrow.

A natural extension of the Legl platform

Manual and inconsistent risk assessments don’t just waste time—they slow down onboarding, delaying when fee earners can start billable work. Errors and missing information increase risk exposure and compliance headaches.

Legl Risk Assessments eliminate these blockers, enabling  firms to manage onboarding, compliance, and payments within a single platform. We empower your  firm with a digital, connected, and dynamic risk process—helping you move from instruction to billable work faster and with greater confidence.

See it in action

If you’re already a Legl customer, get in touch with your customer success manager to learn more about how and when you can start using Risk Assessments in your firm.

If you’re exploring Legl, we’d love to show you the full experience.

👉 Book a demo to see how this feature can help your firm improve consistency, reduce admin, and stay fully audit-ready.