Legl Integrations

Connect Legl with your existing legal and business systems to streamline client onboarding, compliance, and payments.

By Tess and 3 others4 authors29 articles

Overview and getting started

Get started with Legl integrations, including API setup, sandbox testing, and troubleshooting common integration issues.

How to set up the Legl APILegl's API lets you build integrations across Engage, KYB, and Pay. An Admin user from your firm will need to set access up.

Integration troubleshooting guideTroubleshoot issues connecting your Practice, Case, or Document Management systems to Legl and resolve common integration errors.

Setting up webhooksWebhooks let Legl notify your systems in real time when key events happen, such as when an Engage request is ready for review.

How to install the Legl and ALB integrationHow to install and configure the Legl and ALB integration, covering IIS, ALB Designer, and SQL deployment.

What is the integration settings page in Legl?An overview of the Integration Settings page, where you can manage integrations, API keys, and webhooks.

Custom Integrations

Guidance for building and managing custom integrations with Legl using the API and available endpoints.

Engage and business results endpoints — sandbox testingThis article will show you how to test for all the results available for the CDD workflow step and Business Sanctions Report.

How to configure deep linksDeep links let you launch Legl processes from an external platform, pre-populating data to avoid double entry and manual errors.

Actionstep

Set up and manage the Legl and Actionstep integration, including payment links, billing templates, and troubleshooting.

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.

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.

Clio

Connect Legl with Clio Manage to support client onboarding and compliance workflows.

How does Legl integrate with Clio Manage?Legl integrates with Clio Manage to streamline client onboarding and embed intelligent AML workflows directly into your Clio workflow

DPS

Integrate Legl with DPS to support onboarding and compliance processes, with setup guidance and troubleshooting.

How does Legl integrate with DPS?Easily integrate Legl with DPS to streamline online payments, automate compliance workflows, and sync client data directly to matters.

Proclaim

Set up the Legl and Proclaim integration to streamline client onboarding and compliance workflows.

How does Legl integrate with Proclaim?Easily integrate Legl with Proclaim to streamline online payments, automate compliance checks, and sync payment data to matters.

How to use the Legl and Proclaim integrationLearn how to create payment requests and reconcile payments using the Legl integration within Proclaim.

Legl and Access Legal integration guideIntegrate Legl with Access Legal Proclaim, Case Management, and One Office to manage and review payments in your case management system.

How to run a KYC check in Unity (NebuLAW)Step-by-step guide to running a Legl KYC check on an individual client directly from a record in Unity (NebuLAW).

How to run a KYB check in Unity (NebuLAW)Step-by-step guide to running a Legl KYB check on a business entity directly from a record in Unity (NebuLAW).

NetDocuments (NetDocs)

Learn how the Legl and NetDocuments (NetDocs) integration works, how to set it up, and how documents are automatically stored in NetDocuments.

What is the NetDocuments integration?Understand what the Legl and NetDocuments (NetDocs) integration does, how it works at a high level, and how it helps firms manage documents.

How to set up the Legl – NetDocuments integrationLearn how to set up the NetDocuments integration in Legl, including prerequisites, required information, and initial configuration.

How the NetDocuments integration worksLearn how documents are sent from Legl to NetDocuments (NetDocs), including setting workspaces, review status, and where files are stored.

Legl Integrations

Overview and getting started

Custom Integrations

Actionstep

Clio

DPS

Proclaim

ShareDo

Unity

OneAdvanced P4W

SOS Connect

Nebulaw

NetDocuments (NetDocs)