Reflecting the fast growth of two complementary cloud-based offerings for law firms, Legl, the leading platform for automating key business processes for law firms around compliance, payments and risk, and Actionstep, a leading provider of cloud-based legal practice management software, today announce their strategic integration partnership.

This alliance focuses on streamlining law firms’ client onboarding process, significantly improving firm compliance, information security, and enhancing the overall client experience.

How the integration works and its value for law firms

Lawyers can now launch their onboarding process directly from the PMS, thanks to the innovative interface developed by Legl and Actionstep. Actionstep’s customers now have access to a more streamlined, efficient, and user-friendly experience – for both the firm and their clients.

The integration enables firms to have a single source of truth for their compliance information, creating better compliance oversight, and providing a comprehensive and accurate overview of client interactions. This centralised approach to data management makes it easy to track, manage, and access all required information, improving operational efficiency and compliance with regulatory requirements.

On the partnership, Jane Pritchard, Chief Product Officer at Legl, commented:

“This strategic partnership marks a significant leap forward in client onboarding and CDD processes. By integrating our technologies, we’re not only simplifying and speeding up these processes, but also offering a new level of security and efficiency that will revolutionise the way law firms operate.”

Oliver Tromp, Regional Director UK at Actionstep, added:

“We are delighted to partner with Legl to improve the ease and security of client onboarding within Actionstep. This strategic partnership reflects our shared commitment to providing the best technology for law firms and transforming the legal sector.”

By joining forces, Legl and Actionstep are setting a new standard for the legal technology industry, delivering a more efficient, secure and user-friendly experience for their clients.

About Actionstep – Where Law Works

Actionstep is a fast-growing, dynamic SaaS (Software as a Service) business with a global customer base, including 22,000+ users globally and 100+ UK law firms. Actionstep delivers a comprehensive legal practice management cloud platform to midsize law firms looking for a flexible all-in-one solution.

Combining all the work of law firms in one platform, including Matter Management, CRM, Document Assembly and Management, Time and Billing, Payments, Client and Office Accounting, Reporting, and more, Actionstep is where law works.

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