Legl CMI: Simplify Client Onboarding with Legl | Legl login
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."
Kieren Windsor
Platform service director, Bamboo
Get to the matter faster with rich, configurable onboarding workflows.
Enable faster payments reconciliation by identifying what money has come into the firm and from whom it was sent, and link payments to other processes.
Seamless integrations with your firm's existing technology stack.
Reduce administrative costs
Remove the administrative burden of client-facing processes such as CDD, payment collection and electronic signatures to make client onboarding more efficient, effective, and commercially viable.
Reduce onboarding times
Shrink the time it takes to set up a matter, invite clients to complete the onboarding process, collect money on account and request signatures from your clients for engagement letters and other key documents.
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Improve client experience
Make it easier for clients to instruct and pay you with one comprehensive, interconnected, and easy-to-use onboarding platform.
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One platform tailored to your requirements
Our products are designed to work together so your unique requirements can be addressed all in one place.
Explore the platform
Legl Risk Assessment](/content/risk-assessment/index.html)
Legl Assist](https://legl.webflow.io/assist)
Legl Source of Funds](https://legl.webflow.io/source-of-funds)
Legl Pay](/content/cmi#/index.html)
Legl KYB](https://legl.webflow.io/kyb)
Legl KYC & AML](https://legl.webflow.io/kyc-aml)
Legl CMI key features
eSignatures
Enable faster approvals and agreements with our eSignature features, designed to expedite and secure your digital processes.
Customisable forms
Streamline information capture with editable forms for different stages in the client lifecycle, different client, and matter types.
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Consolidated client experience
Elevate every client interaction from one, unified platform that's built to seamlessly enhance every touch-point.
During the 18 months that we have partnered with Legl we have seen significant improvements to our client onboarding process. 50% of our due diligence request are now completed within 24 hours of being sent meaning we can begin working on client matters much faster whilst also giving new clients a smooth onboarding experience
Shivani Patel, Compliance supervisor gunnercooke llp
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Their approach wasn't just about providing a solution; it was about understanding and evolving with us — they weren’t just providers; they were problem solvers, eager to understand our unique challenges and actually work with us to solve them
Matthew Hoe, Director of Risk and Compliance Taylor Rose MW
60% of all client due diligence information requests are returned within a single day. This allows fee earners to get started on their matters faster, aligning the needs of both the compliance team and the fee earners they support, and encouraging adoption of the technology. Naturally there was a change management process going from having no firm-wide approach to client due diligence, to introducing a technological solution to facilitate it, but the change management process with Legl was a “seamless” one.
Shan Tsai, Product Manager Simons Muirhead and Burton
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
Legl understands the problems facing law. It’s why, when I first looked at the platform, I knew exactly what it was and what it could do for our firm. The fact it continues to do more of what we need with each passing year is a testament to how you get innovation right!
Glyn Morris, Projects Partner Higgs LLP
A growing list of partners & integrations...
Actionstep
Clio
DPS
P4W
Proclaim
ShareDo
Quill