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.

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:

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
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Why firms love this integration

Save time and reduce manual effort

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.

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. Find out how to build your firm’s advantage and request a demo:

Visit Actionstep

Ready to see the integration live?

Let us show you how Legl + Actionstep can transform your compliance and onboarding workflows.

Book a personalised demo
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60% of all client due diligence information requests are returned within a single day. This allows fee earners to get started on their matters faster, aligning the needs of both the compliance team and the fee earners they support, and encouraging adoption of the technology. Naturally there was a change management process going from having no firm-wide approach to client due diligence, to introducing a technological solution to facilitate it, but the change management process with Legl was a “seamless” one.
Shan Tsai
,
Product Manager
Simons Muirhead and Burton
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We have found that using Legl has greatly improved our onboarding process. It allows our clients to quickly complete identification requirements, increasing the speed at which work can be started on our client matters.
Juliet Burtrand
,
Head of Compliance
Attwells
Read case study
During the 18 months that we have partnered with Legl we have seen significant improvements to our client onboarding process. 50% of our due diligence request are now completed within 24 hours of being sent meaning we can begin working on client matters much faster whilst also giving new clients a smooth onboarding experience
Shivani Patel
,
Compliance supervisor
gunnercooke llp
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Legl understands the problems facing law. It’s why, when I first looked at the platform, I knew exactly what it was and what it could do for our firm. The fact it continues to do more of what we need with each passing year is a testament to how you get innovation right!
Glyn Morris
,
Projects Partner
Higgs LLP
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Their approach wasn't just about providing a solution; it was about understanding and evolving with us — they weren’t just providers; they were problem solvers, eager to understand our unique challenges and actually work with us to solve them
Matthew Hoe
,
Director of Risk and Compliance
Taylor Rose MW
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