Actionstep
Set up and manage the Legl and Actionstep integration, including payment links, billing templates, and troubleshooting.
What is the Legl & Actionstep integration?A high-level overview of the Legl & Actionstep integration, including what it does, how it works, and how it supports onboarding, AML, and disbursements.
How does Legl integrate with Actionstep?Easily integrate Legl with Actionstep to streamline onboarding, automate KYC, and store compliance docs directly in your matters.
Using Legl Payment Links with Actionstep Billing TemplatesHow to add Legl Payment links to your Actionstep Billing Templates
How to set up Engage Individual updates for the Legl & Actionstep integrationLearn how to set up KYC status updates so progress, results, and documents from Legl appear automatically on ActionStep matters.