Actionstep
Legl + Actionstep: unified compliance and payments
Automate KYC, AML, client onboarding and payment collection directly within Actionstep. Reduce manual work, improve risk oversight, and deliver a digital client experience that scales.
About Actionstep
Build your firm advantage.
Actionstep is the leading law firm management platform for midsize firms around the world. Our platform is built to adapt to a firm’s unique strengths and goals, empowering firms to modernise and build a firm advantage in the legal marketplace. Connected features like client intake, matter management, document management and automation, time tracking, billing, legal accounting, and business reporting, equip nearly 50,000 users globally to work more efficiently, delight clients, increase profitability, and confidently embrace growth.
Key benefits of Legl + Actionstep
Embedded compliance and risk management
Run AML and source-of-funds checks directly from Actionstep with pre-filled data. Store audit trails in the matter, surface real-time risk flags, and stay protected with ongoing monitoring. Ensure full visibility and maintain compliance without switching tools.
Seamless client onboarding and payments
Send branded onboarding flows with ID checks, e-signatures, and payment collection in a single link. Automate reminders and reduce admin, so matters open faster and clients onboard with less friction. Improve cash flow while delivering a premium client experience.
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Connected workflows for greater efficiency
Push contact data and onboarding status between Legl and Actionstep. Trigger internal workflows based on risk outcomes and reduce manual data entry. Give compliance, fee earners, and admin teams a unified view across the full client journey.
With Legl + Actionstep, you can:
- Launch AML and source‑of‑funds checks from Actionstep; all evidence and audit trails are stored in the matter.
- Reduce onboarding time by up to 80% and enable upfront payment capture with branded digital forms and embedded payment links.
- Delight clients and reduce friction with one-click onboarding, mobile‑friendly forms, and automatic reminders.
- Eliminate manual tasks and disconnects by pushing client data, risk status, and onboarding progress between Legl and Actionstep.
How it works
- 1 Launch onboarding from Actionstep – directly from your matter.
- 2 Automatically push client data into Legl – no manual data entry needed.
- 3 Client completes digital workflow – via secure firm-branded online experience, including payments.
- 4 Conduct due diligence in Legl – clients complete checks digitally.
- 5 See risk outcomes in Actionstep – including risk-flags and due-diligence outcomes.
- 6 Store documents back in Actionstep – your risk reports and audit trail live where your matters do.
Why firms love this integration
Save time and reduce manual effort
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Reduce compliance risk with ongoing monitoring
Get paid faster with smoother onboarding
Empower your team to focus on high-value work
Deliver a modern, branded experience your clients will love
"We have found the use of Legl has greatly improved our onboarding process, allowing clients to quickly complete identification requirements, therefore increasing the speed at which work can be started on client matters"
Juliet Burtrand, Sr Associate, Head of Compliance
Atwells solicitors
Helpful resources
Existing Actionstep users
Visit the Actionstep partner directory for more information
Existing Legl users
Visit the Legl help centre for further information and to get started
Security and privacy
View Actionstep’s privacy policy and terms of service.
View Legl's privacy policy and terms of service.
Ready to see the integration live?
Let us show you how Legl + Actionstep can transform your compliance and onboarding workflows.