Why integration with third-party solutions is important
Utilising third-party integrations within Access Legal Case Management enhances functionality by connecting specialised tools such as online government portals, streamlining processes through automated data exchange, and tapping into the expertise of established providers. These integrations offer a unified view of information, enabling better decision-making and improved customer experiences. By adapting to evolving technologies, integrations future-proof your software investment and foster innovation. Ultimately, they expand the capabilities of your Access Legal Case Management system, optimise workflows and support your organisation's growth and competitiveness.
What you can do to integrate with third-party solutions
DocuSign - enables secure eSignature transmission to clients and third parties from any device, eliminating the need for physical documents to be sent in the post, such as client care letters, agreements or forms that need client signatures. It allows you to specify and order any number of signers, plus assign recipients different roles and access beyond signing permissions. This links through Access Legal Case Management when sending and documentation is returned.
Legal Bricks - allows the firm to carry out conveyancing searches and AML identity checks making the conveyancing and ID checking process quicker, easier and more cost-effective. This can all be completed through the Legal Bricks portal which links seamlessly into Access Legal Case Management.
Land Registry - enables you to use the portal to apply to change the register, submit applications and registrations, access information from the Land Register, and apply for searches. You can get alerts when your application results are available to download. You can also reply to notifications online even if you have sent your application through the post.
SDLT - a web-based service for the submission of SDLT payments together with similar taxes and charges. This can be submitted through Access Legal Case Management and will return the correct SDLT Forms automatically once completed, checked and filed through the Government portal.
Legl Pay - handover the cash collection process to Legl, providing clients with a user-friendly platform to conveniently settle bills on the go, and send the payments to you once received.
How to integrate with third-party solutions
Access our resources for guidance on how to integrate with third-party solutions:
Docusign integration (webinar).
Legal Bricks AML checks and conveyancing searches webinars.
If you are interested in learning more about the integrations available, please reach out to your Account Manager. Alternatively, you can use your FlexPoints to book from our Service Catalogue.