Once you have contracts in place with both Access Legal and Legl the integration is very simple to set up and go live.
To get started you will need to follow the below steps and meet some basic requirements;
1) Confirm your API email address
Your Legl onboarding manager will be in touch to request the email address you would like to validate the API. This should not be the same as a Legl dashboard user. We often suggest using an email like:: [email protected]
2) Confirm integration requirements with Access Legal:
Legl will send the API key to Access Legal who will complete the installation for your account. They will email you directly to confirm the below information;
You will need to be using Proclaim version 3.5.0+ (Speak to your Access Legal representative if you are unsure how to check this)
You will need space on your Proclaim disk for a full system backup;, the integration team at Access Legal will check this and confirm directly with you
The installation may require some downtime for your system; the integration team at Access Legal will schedule this with you directly
You will need to decide the case types you would like the Legl payments available on.
3) Access Legal completes the installation
Once you have confirmed the above information Access Legal will complete the installation at the agreed time and confirm when the integration is live in your case management system.
4) You’re ready to go, and Legl will arrange training for your teams
When the integration is live your Legl onboarding manager will schedule a call to take your teams through a user training session.
Below is a quick 2-minute video to show you how the integration will look to your users:
If you have any questions at all during the process please don't hesitate to contact your Legl Customer Onboarding Manager or the Access Legal integration team.