Actionstep
Set up and manage the Legl and Actionstep integration, including payment links, billing templates, and troubleshooting.
By Tess and 2 others3 authors8 articles
What is the Legl & Actionstep integration?An overview of the Legl and Actionstep integration, what it does, and how it supports onboarding, AML, and disbursements.
How to launch a Risk Assessment from ActionStepStep-by-step guide to launching a Legl Risk Assessment directly from a matter in ActionStep.
What is the Integration Settings Page in Legl?An overview of the Integration Settings page, where you can manage integrations, API keys, and webhooks.
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 KYC updates for the Legl and Actionstep integrationLearn how to set up KYC status updates so progress, results, and documents from Legl appear automatically on Actionstep matters.
How to set up automatic disbursements for the Legl and Actionstep integrationLearn how to configure automatic disbursements on Actionstep matters when Engage workflows are marked as reviewed in Legl.
How to reconnect your Legl and Actionstep integrationLearn how to reconnect your Legl and Actionstep integration using the Legl Middleware App when prompted by email.