When two systems are built from the ground up as cloud-native, API-first platforms, integration isn't a workaround or an afterthought. It's the natural expression of what both products were designed to do. The new integration between Legl and NetDocuments is exactly that: two modern legal infrastructure platforms sharing data and documents in real time, so that firms have a compliant, scalable infrastructure to support growth.

One connected compliance and document layer

Legl handles the client lifecycle: onboarding, identity verification, KYC and KYB checks, AML risk assessments, ongoing monitoring, payments and client intelligence. NetDocuments handles the document and knowledge layer: secure cloud-native storage, version control, AI-powered search, and compliance-grade governance across every matter. Both have open APIs, both integrate natively with PMS systems like Actionstep and Clio, and both are designed around the principle that legal work should flow without friction.

The integration puts those two layers together. When Legl generates a compliance document like a CDD report, a KYB output, a company report, a client risk assessment etc it is automatically filed into the correct NetDocuments workspace, with consistent naming and client-matter references applied automatically. The document exists in the right place before anyone has to think about where that place should be.

The value of cloud-native integration done right

What makes this different from a connector bolted together between two legacy systems is what both platforms bring to the table independently. NetDocuments was architected from the outset for exactly this kind of interoperability and its customers access over 500 integrated applications every week (and its open API is regarded by innovation leaders at firms like Wilson Sonsini Goodrich & Rosati as among the strongest in legal tech). Legl was built API-first too, designed to connect with core practice and document management systems that form the core technology stack of most firms in the UK and APAC. Legl connects with a wide range of Practice Management Systems in addition to NetDocuments.

When platforms share that architectural foundation, the integration is stableand scalable. Data and documents can flow easily because this is expected behaviour through connections between systems. Audit trails are complete because neither system requires a human handoff to close the loop.

Built for how compliance will be assessed

The integration also arrives at a significant regulatory inflection point for firms in the UK and in Australia in particulate. The FCA is set to become the sole AML supervisor for UK law firms, replacing the SRA on a timeline running through 2027–2029, with fining powers of up to 20% of turnover. The FCA's approach differs materially from the SRA's: it will assess firms at a systems level, asking not just whether policies exist but whether firm behaviour demonstrably aligns with those policies, and whether that alignment can be evidenced.

In Australia, Tranche 2 comes into effect on 1st July with firms needing to register with AUSTRAC from the end of March. AML compliance processes, workflows and requirements are new to many firms in the market, and there is significant pressure from the regulators to ensure that processes and active clients are being managed appropriate by the deadlines set out later this year.

A connected operating stack

Legl and NetDocuments each integrate natively with Practice Management Systems like Clio and Actionstep, which means this integration doesn't sit in isolation. It slots into a fully connected stack: matter data in the practice management system, client data and compliance intelligence in Legl, and the complete document record and knowledge layer in NetDocuments. The three pillars reinforce each other without requiring bespoke development or ongoing maintenance overhead.

That's the broader promise of API-driven legal infrastructure: not just that individual tools work well, but that the firm's entire operating layer becomes more than the sum of its parts. When data flows correctly between systems, fee earners spend their time on matters rather than administration, compliance teams have the visibility they need, and the firm can demonstrate its processes to any external scrutiny with a complete, unbroken audit trail.

Getting started

For firms already using both Legl and NetDocuments, the integration can be enabled directly from Legl settings in minutes. Your Customer Success Manager can walk you through configuration and answer any questions or you can contact support for assistance support@legl.com .

If you're using Legl or NetDocuments and you want to explore opportunities to create a more integrated technology stack, speak to your representative, or you can get in touch with the team directly.