At Legl, we’re focused on helping law firms modernise client onboarding, meet compliance obligations, and get paid faster—all while delivering an exceptional client experience.

That’s why we’re proud to announce our global partnership with Actionstep, bringing our integrated onboarding, AML compliance, and payments solution to law firms in both the UK and Australia.

This integration is already being used by Actionstep and Legl customers in the UK to reduce risk, streamline onboarding, and ensure audit-ready compliance—all from within Actionstep’s practice management system. Now, we’re enabling law firms in Australia to benefit from the same powerful combination.

One platform. One workflow. Built for growth.

Through the Legl + Actionstep integration, law firms can:

• Launch AML, KYC, onboarding, and payment workflows directly from the Actionstep matter
  
  
• Send clients a branded, mobile-friendly link to complete ID checks, source-of-funds forms, e-signatures, and payments
  
  
• Sync all data and documentation into the Actionstep matter file
  
  
• See onboarding progress and risk status in real time
  
  
• Trigger internal workflows based on risk level or client actions
  
  

It’s a seamless way to onboard clients, manage risk, and improve cash flow—without switching between systems.

Helping Australian firms stay ahead of Tranche 2

With Tranche 2 AML regulation expected to extend to lawyers in Australia, many firms are now seeking tools that can help them build scalable, digital-first compliance workflows.

Through our partnership with Actionstep, Australian firms can now:

• Embed onboarding and risk management into their matter workflows
  
  
• Ensure end-to-end audit trails for every client
  
  
• Deliver a self-service, secure onboarding experience
  
  
• Collect payments online as part of the client intake process
  
  

This is a future-proofed solution for firms that want to modernise operations, improve compliance, and enhance client service—before regulation makes it a necessity.

"We’re excited to bring our joint solution with Actionstep to law firms across both the UK and Australia. Firms in the UK are already seeing the value of embedding compliance and onboarding directly into their practice management workflows—and now, we’re making that same streamlined experience available to firms in Australia preparing for Tranche 2 and digital transformation."
— Julia Salasky, Founder & CEO, Legl

"Our customers want connected, intelligent workflows that simplify compliance and deliver a better experience—for clients and for their teams. This partnership with Legl delivers exactly that, by embedding powerful onboarding and payments capabilities into Actionstep. We're proud to support firms across both markets with this joint solution."
— David Hepburn, President, Actionstep

Learn more

The Legl + Actionstep integration is now available to firms in both the UK and Australia.

Visit our Actionstep integration page to see how it works or request a demo from the Legl team.

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