Accelerate file opening and improve data quality with a seamless integration between Legl and P4W. Increase efficiency across the client onboarding process and streamline data management to ensure records are up-to-date and compliant.
How does it work?
Launch Legl directly from the entity level in Partner 4 Windows
It will pre-fill information in the Legl Engage Request- First Name, Last Name, Email & Client Reference
Send out the Engage Request to your client, this can include any of our workflow steps
Once you have seen the completed request and marked it as reviewed, P4W will identify this and store the completed CDD pdf directly at the entity level
You can also set up automated AML scoring and post slipping (to charge your clients for the CDD search).
Why use the Advanced P4W <> Legl Integration?
Drives use of P4W accounts through automation of bill paid step, automated receipt, and automated bank reconciliation.
Reduce friction by having lawyers launch their onboarding process directly from their CMS
Have a Law Firms PCMS be the single source of truth in one integrated platform.
Reduce manual processes and reconciliation work for supporting account/finance teams.
Automating SRA compliance for law firm customers of both organisations
Enhancing risk insurance risk profile.
How to Integrate Advanced P4W <> Legl
Email [email protected] and we will connect your Advanced P4W instance with your Legl instance.