Overview
This article explains how to set up automatic disbursements between Legl and Actionstep with support from the Legl team. Once enabled, disbursements are automatically created on Actionstep matters when Engage workflows are marked as Reviewed.
Automatic disbursements help ensure costs are recorded consistently and reduce manual billing steps.
Before you start
Before setting up automatic disbursements, make sure:
You have an Actionstep user account with Administrator with authority permissions
You have the same email address on your Legl user profile and your Actionstep account
You know which Actionstep company instance your firm is using
You can provide the Income Account ID to be used for disbursements
You know which Engage workflow steps should generate disbursements
How automatic disbursements work
Automatic disbursements are triggered when an Engage request launched from an Actionstep matter is Marked as Reviewed in Legl.
When this happens:
A disbursement is created on the same Actionstep matter
The disbursement details are populated based on your configuration
Disbursements are created per workflow or per step, depending on setup
ℹ️ Important
Disbursements are only created for Engage requests marked as Reviewed after the integration is set up. Disbursements are not created retroactively.
What can generate a disbursement
Disbursements can be configured for specific steps within an Engage workflow, including:
Basic CDD
Standard CDD
Enhanced CDD
Source of Funds
eSignature requests
Financial checks
Watchlist KYC
Each step can have its own pricing, VAT treatment, and description.
What information is needed
Before the setup call with Legl Support, confirm the following:
Income account
The Actionstep Income Account ID where all disbursements should be recorded
A single income account is used per customer instance
Workflow steps to include
Which Engage workflow steps should generate a disbursement
Whether disbursements should be created per step or per workflow
Pricing and VAT configuration
For each step, confirm:
Unit price
Whether the unit price includes VAT
Disbursement description text
Descriptions can include dynamic fields such as:
{contact_name}{workflow_name}{engage_step_name}
How to set up automatic disbursements
Step 1: Send configuration details to Legl Support
Share the required configuration information with Legl Support, including:
Income Account ID
Workflow steps to be billed
Pricing, VAT, and description details
Step 2: Attend the setup call with Legl Support
During the setup call, Legl Support will:
Enable disbursements in the integration settings
Configure the disbursement provider and type
Apply the income account and pricing rules
Step 3: Connect or reconnect Actionstep to Legl
An Actionstep administrator must:
Log in to Legl
Go to Settings and select Integrations
Connect Actionstep. If already connected, disconnect and reconnect
Click through to grant access
ℹ️ Important
If the connection does not refresh correctly, existing connected user accounts may need to be removed before reconnecting.
What happens next
Once setup is complete:
New Engage requests launched from Actionstep matters will generate disbursements when reviewed
Disbursements appear automatically on the Actionstep matter
Pricing, VAT, and descriptions follow your configured rules
Important information
Disbursements are only created when an Engage request is Marked as Reviewed
Disbursements are not created for workflows completed before setup
A valid Actionstep administrator connection is required
Configuration changes require coordination with Legl Support