Clio Operate (Sharedo)
Trigger client onboarding and AML processes directly from your Clio Operate instance.
Legl integrates seamlessly with leading practice management and document management systems to deliver a connected experience across your firm.
Connect the tools you already use through out-the-box integrations with major systems or integrate using Legl’s APIs.
Built to fit your firm’s requirements
Trigger client onboarding and AML processes directly from your Clio Operate instance.
Integrate your payment and reconciliation processes in Legl with Quill’s accounting software.
Connect your client onboarding and AML processes with Dye & Durham’s practice management systems.
Align your CRM and client management with client-facing workflows sent from Legl.
Initiate your client onboarding and risk management processes through the Legl & Elite integration.
Reduce manual work and re-keying of client information through the seamless integration.
Ensure AML compliance documents generated in Legl are stored in the right place.
Boost efficiency across your team with faster, integrated client onboarding and AML processes.
Get paid faster and connect Legl with your Access Group systems for simple reconciliation.
Enhance auditability by connecting Legl and iManage to ensure docs get stored automatically.
Full integration of client onboarding, AML, and payments with Actionstep’s cloud-native systems.
Integrate Legl with other systems like LEAP, HubSpot and more using Legl's out-the-box connector.
Connect Legl client onboarding, AML and payments workflows directly with SOS Legal to remove friction in your processes.
Moving to a fully cloud-native, API-driven system opens up much more flexibility.
