You can now integrate Legl with your Access Legal case management system, helping to ensure that your firm’s records are up to date and compliant across the entire end-to-end payment process.
The integrations with Access Legal Proclaim, Case Management and One Office allow you to review your Legl payment data within your case management system. Please see more information on each integration below.
How to use the integration between Legl and Access Legal Proclaim
The integration between Legl and Access Legal Proclaim allows you to create and manage your client payments directly from Proclaim. To get started with the integration, please contact your Account Manager who will be able to guide you through the required setup between Legl and Access Legal.
How it works:
Create new payment requests directly from within Proclaim. You can select your preferred message type (e.g. email) to share the payment request directly with your client.
Your client will receive the payment request link via the message type specified, and access the firm-branded checkout to complete the payment. For more information on payment links, click here.
You’ll be notified in Proclaim when a new payment has been made. You can then review all payments made via Legl, including the client name and payment reference.
You can also select a payment to review more information, including the amount, payment details and references.
How to use the integration between Legl and Access Legal Case Management and One Office
The integrations between Legl and Access Legal Case Management and One Office allow you to view and manage your created payments within your firms’ case management system.
The integration between Legl and Access Legal Case Management, and the integration between Legl and Access Legal One Office, both work in the same way as detailed below.
To get started with the integration, please contact your Account Manager who will be able to guide you through the required setup between Legl and Access Legal.
How it works:
Create and send new payment requests within Legl, or direct clients to make a payment via your firm’s online checkout.
You can review and manage all created payment requests within DPS Spitfire/DPS One Office. This includes the payment status (e.g. created, paid, transferred), as well as the payment data, invoice and matter reference, and amount.
