Overview
If your firm uses the Legl and ActionStep integration, you can launch Risk Assessments directly from a matter in ActionStep. This allows you to start a risk assessment without leaving your practice management system.
When you launch a Risk Assessment from ActionStep, Legl pre-populates the risk assessment template, the client name, and the matter reference from the ActionStep matter.
Before you start
Your firm must have the Legl and ActionStep integration set up and active
Risk Assessment launch must be enabled for your firm by the Legl team. Contact our Support team to request this, and let them know which Risk Assessment templates you want to use and which matter types they should be available from
You need access to the relevant matter in ActionStep
How to launch a Risk Assessment from ActionStep
Open the relevant matter in ActionStep.
Locate the Legl section on the matter page.
Click the button to launch a Risk Assessment.
Legl will open with the risk assessment pre-populated with the template, client name, and matter reference from ActionStep.
Complete the risk assessment in Legl as normal.
What happens next
Once the risk assessment is completed and submitted in Legl, the result is stored in Legl alongside the client's other compliance records.
ℹ️ Important
Risk Assessment documents are not currently returned to ActionStep automatically. You will need to view the completed assessment and download the PDF from Legl. Automatic document return is on the roadmap.
Important information
Risk Assessment launch from ActionStep must be enabled by the Legl team. It is not available by default
The following data can be pre-populated from ActionStep: the risk assessment template, the client name, and the matter reference
Two-way sync (returning risk assessment data and documents back to ActionStep) is not yet available but is planned for a future release
Both KYC and KYB checks can also be launched from ActionStep. Risk Assessment launch is an additional capability on top of the existing integration
The Legl integration works with any ActionStep plan. However, automated disbursements may require the consolidated billing feature (EBM) to be enabled in ActionStep