Purpose-built for regulated institutions, Legado brings together secure communication and storage, trusted eSignatures and intelligent workflows to simplify client interactions – with the oversight needed to meet compliance standards.
Used by instituions where trust, compliance and client care matter.
Four powerful solutions. One secure platform.
Choose what fits your client journey – or use them together to unify how you manage communication, documents and signatures.
Store and share sensitive client documents in a secure, branded environment — complete with encryption, audit trails and granular access controls. Legado’s white-labelled vault can be embedded or driven directly from your systems, helping regulated firms meet compliance obligations and deliver clarity under Consumer Duty.
Send secure, personalised communications at scale - with delivery tracking, audit trails, and bulk workflows that make compliance easy. From digital mail merge to actionable insights, CommsHub turns communication into a strategic advantage.
LegadoSign powers everything from one-off signatures to high-volume workflows, with full audit trails, secure access and seamless API integration. It fits straight into your existing tech stack and offers a compliant, scalable alternative to legacy eSign providers without the friction or cost.
The first complete solution for digitally signing Wills — enabling testators, witnesses, and solicitors to complete the entire process online with confidence. Our seamless workflow integrates advanced ID verification, full session recording, Qualified Electronic Signatures (QES), and tamper-proof storage — all built to the highest standards of legal defensibility, security, and compliance.
Why regulated firms choose Legado
Legado gives your team the visibility, security and tools to manage sensitive client workflows – from first message to final signature.
Send secure communications at scale
Distribute personalised documents, updates and forms in a single workflow — with delivery and open tracking built in.
Track engagement in real time
See who’s opened, reviewed, signed or ignored – with full audit trails for each action
Collect digital signatures
Send one or many documents for signature with full compliance and traceability – no external tools needed.
Request responses or consent
Collect acknowledgements, forms or supporting documents – all in one secure flow.
Automate communication workflows
Set up repeatable journeys for onboarding, reviews, policy updates or disclosures.
Reach clients where they are
Notify clients by email, SMS or within your branded platform, using secure links and guided next steps.
Collaborate and exchange securely
Share documents and updates with clients or colleagues in a single, secure platform – no email attachments or file chases.
Seamless API Integration
Connect Legado to your exisiting systems without reengineering your core platforms or workflows.
Solutions built around your sector
From legal teams to financial advisers, Legado supports firms handling regulated client interactions across the UK. Choose your sector to see how it applies to you.
Wealth & Asset Management
Built for wealth managers and planners, Legado replaces unsecure email threads, postal packs and wet signatures with one secure, trackable platform.
Legal
Support solicitors and private client teams with secure document exchange, eSignatures and client collaboration. Stay compliant and deliver a more joined-up client experience
Insurance
Transform claims and customer operations with structured, secure communication. Send documents, collect signatures and track responses through auditable workflows.
Pensions & Retirement
Modernise member communications and document processes. Legado helps schemes and administrators stay compliant and efficient - with encrypted communications, eSignatures and tracking built in.
Banks & Building Societies
Simplify how you engage members - from personalised servicing updates to retention and product switch campaigns. Legado replaces paper and fragmented systems with one secure, auditable platform built for compliant communications at scale.
Platforms & Providers
Embed secure communications, document workflows and compliant eSignatures into your platform via API. Legado helps you enhance digital journeys without rebuilding core systems.
Can’t see your sector listed?
We work with a range of regulated firms to deliver tailored communication and document workflows. Get in touch to explore how Legado can support your organisation.
Built for trust, backed by compliance
Legado is built for firms that manage sensitive, high-stakes client interactions. From end-to-end encryption and audit trails to infrastructure protection and ongoing threat mitigation, our platform meets the evolving security and compliance expectations of legal, financial and advisory teams across the UK.
Powered by Microsoft Azure to ensure industry-leading data protection, resilience, and regulatory compliance.
All of Legado’s features are designed to meet the standards expected by firms handling regulated data and client relationships.