Legl CMI | One comprehensive onboarding platform
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.
Be Tranche 2–ready with integrated KYC/KYB, source-of-funds and automated risk assessments.
Seamless integrations with your firm’s existing technology stack, including Clio and Actionstep.
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.
Improve client experience
Make it easier for clients to instruct and pay you with one comprehensive, interconnected, and easy-to-use onboarding platform.
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 Pay](/content/en-au/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 of the client lifecycle, client types, and matter types - designed for Australian AML/CTF obligations.
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Consolidated client experience
Deliver every client interaction from one unified platform - onboarding, payments, risk checks, and ongoing monitoring - so your firm is compliant, efficient, and client-centric from day one.
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
Read case study
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
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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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