Legl
Streamline client onboarding, stay compliant, and get paid faster.
Legl helps Actionstep users streamline client onboarding, AML compliance, and payments all in one place. Launch workflows from the matter, pre-filled with client details. Verify identity, assess risk, collect documents, and request payments—all seamlessly connected to your Actionstep files and billing templates. Improve compliance, reduce manual work, and get paid faster with Legl.
With Legl you can
- Launch AML and onboarding workflows directly from the Actionstep matter
- Auto-populates client and matter details to eliminate rekeying
- Identity checks, source of funds, and risk assessments
- Seamless payments experience with links tied to Actionstep billing templates
- PDF audit trails sync directly into the matter file
- Tailor made for law firms
Integration Details
- Locations Available: UK, NZ, AUS
- Subscription/cost: Transparent pricing, completely based on your usage. No lock-in, no surprises.
- Actionstep permissions: Self-service integration
- Native/iPaaS requirements: N/A
Learn More
To set up and learn more about using this integration, please contact: