This guide supports firms and implementation partners using native or third-party integrations to connect Practice Management, Case Management, or Document Management systems with Legl.
Clio (EU & AU) and ActionStep
If your integration is with ActionStep (EU or AU) or Clio (EU or AU), as a first step, please refer to our Clio and ActionStep troubleshooting resources.
If this does not resolve your issue, please contact [email protected] with the following details:
✅ Include in your email
Description of the issue
What is the name of the instance you are working in (the below example has 'Lucky Luke LLP')?
When does the issue occur?
Which users are affected, and which are not?
Screenshots showing the issue and the expected behaviour.
Impact of the issue:
Is this blocking operations entirely, affecting a workflow, or just a minor display issue?
Troubleshooting for Other Integrations
If your integration is not with ActionStep (EU/AU) or Clio (EU/AU), please follow the guidance below.
For Users
As a first step, please contact:
Your Legl Admin
Your Internal IT Support
In some firms, these may be the same team or person.
✅ Provide the following details to your Legl Admin and Internal IT Support
Description of the issue
What is the name of the instance you are working in?
When does the issue occur?
Which users are affected, and which are not?
Screenshots showing the issue
A description of expected behaviour
Impact of the issue:
What is this issue blocking? Is it a complete operational halt, a workflow error, or a UI bug?
Your internal IT team will determine whether the issue requires resolution from:
The Legl side
The middleware management side
Or the third-party platform side
For IT Administrators
If you have confirmed that the error originates from Legl’s APIs, please contact [email protected] and include:
✅ Include in your email
Description of the issue
What is the name of the instance you are working in?
When does the issue occur?
Which users are affected, and which are not?
What is the expected behaviour?
The API call being used and (if applicable) any error message returned.
Screenshots showing the issue
Impact of the issue:
What is this blocking? Is it a complete operational halt, a partial data sync issue, or a UI error?
Logs (if available):
Are API calls failing to Legl?
What are the status codes and timings?