Legl’s Actionstep integration connects client onboarding, CDD, risk assessments, and payments directly with your practice management system - reducing duplication, improving data accuracy, and giving teams a single, joined-up workflow.
If you missed the live session, you can catch up below.
What you’ll learn
In this training webinar, the Legl team walk through:
Why firms integrate Legl with Actionstep
What data syncs between the two systems
How onboarding in Legl creates or updates records in Actionstep
How matters are linked to compliance checks
How Risk Assessments flow into Actionstep
How Legl Pay supports Actionstep-led workflows
Common integration patterns firms use post-launch
Webinar highlights
Why integrate Legl with Actionstep?
Without an integration, firms often:
Re-enter client and matter data multiple times
Run onboarding and compliance outside their PMS
Struggle to link CDD, risk assessments, and payments to matters
Rely on manual checks and internal follow-ups
The Legl + Actionstep integration allows you to:
Create and update clients and matters automatically
Keep compliance data connected to the matter lifecycle
Reduce admin and data entry
Improve visibility across teams
Maintain a clear audit trail across systems
How the Actionstep integration works
Connecting Legl and Actionstep
Once enabled, the integration allows Legl to:
Pull key matter and client details from Actionstep
Push onboarding and compliance, statuses back to Actionstep
Keep records aligned without manual syncing
The Legl Support team will support you with setup and mapping to ensure the integration reflects how your firm works.
Creating clients and matters
Firms can use Legl in two main ways:
Actionstep-led:
A client or matter is created in Actionstep
Legl is triggered to run onboarding, CDD, and checks
Legl-led:
Onboarding starts in Legl
Client and matter details are created or updated in Actionstep once complete
Both approaches ensure client and matter records stay aligned.
Onboarding and CDD flow
When onboarding if started via Legl:
Client details are collected once
ID, Proof of Address, and screenings are completed in Legl
Results are linked to the relevant matter reference
Status updates are visible in Actionstep
This removes the need to upload documents or manually note compliance completion in your PMS.
Risk Assessments and Actionstep
Risk Assessments completed in Legl:
Are linked to the relevant client or matter
Follow your firm’s configured risk templates
Produce a clear risk outcome and rationale
Can be referenced directly from Actionstep
This ensures risk decisions are consistent, traceable, and easy to evidence during audits or reviews.
Payments and Actionstep workflows
Where firms use Legl Pay alongside Actionstep:
Payment requests can be triggered as part of onboarding or matter setup
Payment status is visible without chasing clients manually
Firms can ensure work does not progress until required payments are received
This supports tighter financial controls and better client experience.
Common firm workflows
Firms using the Actionstep integration commonly:
Trigger onboarding as soon as a matter is opened
Prevent work from progressing until CDD and risk assessments are complete
Use Legl Pay to collect upfront payments
Maintain a single source of truth across compliance, matters, and payments
Getting started with the Actionstep integration
To enable the Actionstep integration:
Contact [email protected] to confirm your setup
Share:
Your Actionstep structure (clients, matters, matter types)
How you want onboarding and compliance triggered
We’ll support you to configure and test the integration with you
Roll out to your teams with training and support