With Actionstep and Legl, you can accelerate file openings, and improve efficiency with this seamless, no code integration.
How does it work?
Launch Legl directly from the matter in Actionstep
It will pre-fill information in the Legl Engage Request- First Name, Last Name, Email & Client/Matter 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, Actionstep will identify this and store the completed CDD pdf directly at the matter level
Why use the Actionstep <> Legl Integration?
Reduce friction by having lawyers launch their onboarding process directly from their PMS.
Enhancing risk insurance risk profile.
The integration enables firms to have a single source of truth for their compliance information, creating better compliance oversight, and providing a comprehensive and accurate overview of client interactions.
This centralised approach to data management makes it easy to track, manage, and access all required information, improving operational efficiency and compliance with regulatory requirements.
Automating SRA compliance for law firm customers of both organisations.
We’re not only simplifying and speeding up these processes, but also offering a new level of security and efficiency.
Enhancing client experience of both services.
How to Integrate Actionstep <> Legl
Email [email protected] and we will connect your Actionstep instance with your Legl instance.