Platform providers

Add secure document, communication and eSignature workflows to your platform

Skip the build and compliance overhead, and offer your clients workflows built for regulated environments within your own software.

Book a discovery call
Trusted by leading financial institutions
FNZ
Quilter
Aviva
BMO
Aberdeen
Co-op
Scottish Building Society
Moneyhub
Custom workflows for banks and building societies
We configure digital workflows around your existing processes. This includes customer onboarding, servicing, regulatory communications and more. Offering two-way integrations, workflows can trigger actions from your software to Legado, or Legado to yours, without manual effort.
API activityProduction · called from your platformPOST/v1/signatures201 Created91 msPOST/v1/documents201 Created84 msPOST/v1/envelopes201 Created112 msGET/v1/vault/items200 OK46 msPOST/v1/messages202 Accepted63 msGET/v1/audit/events200 OK38 ms1.2MAPI calls this month42 msMedian response time
API-first, built for connection
Our complete platform is available through API, so you can build it directly into your platform.

Your clients get document management, communications and eSignatures without ever knowing Legado is there.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client configurationTemplate · Standard onboardingClientBrandingPaper fallbackStatusKestrel WealthOn · 14 daysPendingAppliedHarbour LifeOn · 14 daysPendingAppliedNorthbank PensionsOn · 14 daysPendingAppliedAldermoor BankOn · 14 daysPendingAppliedApply to all clients38Clients on one platform0Separate builds to maintain
Configure once, apply across your client base
We can configure journeys, branding, fallback rules, notifications and reporting per client, without bespoke development for each one.

This lets you support different clients, teams and requirements from a single platform, rather than maintaining separate builds.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client vaultAmira Patel · 12 documentsAPSearch documents…AllStatementsPoliciesLettersAllStatementsAnnual statement 2026Statement · 04 OctLetter of engagementLetter · 22 SepPension valuationValuation · 15 SepService agreementAgreement · 02 SepNew
White-labelled to your brand
Everything runs under your brand. There's no Legado name, logo or interface visible anywhere in the experience.

We sit invisibly behind your platform, so it looks and feels like your own capability, not a third-party add-on.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Security & controlsBuilt into the platformEncryptionIn transit and at restActiveUK-hostedMicrosoft Azure infrastructureActiveUK GDPR controlsRetention and deletion rulesActivePenetration testingRegular independent testingPassedISO/IEC 27001:2022CertifiedFull audit trailEvery action logged
Security and controls built in
UK-hosted infrastructure, encryption, GDPR controls, regular penetration testing and comprehensive audit trails come built in.

This gives you proven security and operational controls without having to build and maintain these capabilities.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Platform overviewManaged service · last 6 monthsDocuments and messages processedMayJunJulAugSepOctDefined SLAsAgreed service levelsManagedReleases and upkeepRelease 4.12Tested in staging · managed by LegadoRolling outLive+132%Volume growth in 6 months0Infrastructure for you to run
Scales and stays supported as you grow
The platform is designed to support increasing volumes as your client base grows, backed by defined SLAs and a structured release process for safe change.

Legado manages the underlying platform, releases and ongoing service, reducing the operational burden on your team as adoption grows.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Book a discovery call

Unordered list

In the words of our customers
Flexible deployment to suit your business
Replace or consolidate legacy portals, integrate with your existing technology stack, or deploy Legado as a standalone solution, while maintaining a consistent customer experience.
Standalone platform
Use Legado as a complete, white-labelled solution for secure document storage and sharing, with automated flows triggered by actions on your own platform.
Embedded experience
Embed Legado into your existing customer portal or digital journey, with your branding and SSO so customers stay within your brand and don’t need to sign in again.
API integration
Bring documents from across your technical solution into our one centralised vault via API, giving customers one place to access the documents they need.
Contact us to learn more

Unordered list

Built for trust, backed by compliance
ISO/IEC 27001:2022 certified
UK eIDAS AES capability
Encryption in transit and at rest
Microsoft Azure infrastructure
Supports UK GDPR compliance
UK-hosted
Your document engagement platform questions answered
Book a discovery call
Does Legado have a public API?

Yes, Legado provides APIs that allow its capabilities to be integrated into existing platforms and customer journeys.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How long does it take to integrate?

This varies a lot depending on the features you’re looking to integrate. Please book a discovery call with the team to get a more accurate estimate.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
View in Consumer Duty
Will users see Legado anywhere in the UI?

No. However you choose to integrate Legado, it will be completely white-labelled to your brand. This way, end users will not be able to tell that they are using Legado within your platform.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What authentication methods does Legado support?

We support single sign-on for administrators, plus role-based access control.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What compliance is already covered in the Legado platform?

SOC 2, GDPR-aligned data handling, and the evidence needed to support consumer duty.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Explore what’s possible with Legado
See how Legado helps platform providers add secure, evidence-led customer workflows
Book a discovery call