Overview
The Legl & Actionstep integration allows you to accelerate file openings and enhance efficiency with a seamless, no-code solution. By connecting Legl with Actionstep, you can automate client onboarding, streamline compliance checks, and ensure all necessary documents are stored directly within Actionstep.
Prerequisites
Before integrating, ensure that:
You have an active Legl account.
You have an Actionstep account with appropriate administrative access.
You know the Actionstep folder where you would like returning documents to be stored.
Integration Setup
Step-by-Step Instructions
Integrating Legl with Actionstep requires three key steps:
Connect the Platforms
You can initiate the connection directly from the Legl platform.
Watch the instructional video below for detailed guidance on this process.
Add Custom HTML Code
Contact [email protected] to request the custom HTML code.
Add this HTML code to Actionstep to create a direct link to Legl from the Matter Info section.
Specify the Document Storage Folder
Inform Legl Support about the specific folder where completed documents should be delivered within Actionstep.
Using the Integration
Features and Functionality
Once integrated, the Legl & Actionstep integration allows you to:
Launch Legl directly from a matter in Actionstep.
Pre-fill key information (First Name, Last Name, Email, and Client/Matter Reference) in Legl Engage Requests.
Send out KYC requests that can include various workflow steps.
Automatically store completed compliance documents at the matter level once they are reviewed.
User Guide
Open a matter in Actionstep.
Click the Legl link from within the Matter Info section.
Complete the Legl Engage Request, which will be pre-filled with client details.
Send out the Engage request(s) to your client.
Once reviewed, the completed request will be identified by Actionstep and stored in the designated folder.
Access and manage all compliance documents within Actionstep as needed.
Reconciliation and Maintenance
Monitoring and Reconciliation
Regularly verify that client information is correctly pre-filled in Legl.
Ensure that completed documents are appearing in the designated Actionstep folder.
Regular Maintenance
Periodically review the integration setup to ensure all links remain functional.
Contact Legl Support for any necessary updates or modifications.
Troubleshooting
Common Issues & Solutions
Issue | Possible Solution |
Legl link not appearing in Actionstep | Ensure the custom HTML code has been correctly added. |
Information not pre-filling in Legl | Verify that the Matter Info section contains the required client details. |
Documents not saving in Actionstep | Confirm that the correct storage folder has been designated. |
Support Resources
If you encounter any issues, reach out to [email protected] for assistance.