Verlata’s Actionstep Integrations
Save Time. Reduce Risk. Streamline Compliance.
At Verlata Consulting, we develop integrations that solve real problems for law firms by automating time-consuming tasks, improving compliance, and simplifying onboarding. These are just the beginning: our growing ecosystem of integrations is designed to work seamlessly within Actionstep, reducing admin load and helping firms operate more efficiently.
Explore our current integrations:
APLYiD - Biometric ID verification
First AML - Global AML compliance automation
FormEvo - Legal document generation and e-signing
Smart Integration Built
for Legal Practice
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We partner closely with ambitious and large corporations to drive seamless operations and streamline processes that truly matter.
Streamline your document management with seamless DMS Integration
Actionstep to NetDocuments DMS Sync
Manual Document Transfers
Uploading files between systems wastes time and introduces human error, increasing admin burden and risk of misfiling.
Information Silos
When documents aren’t consistently stored across platforms, teams lose time searching and risk working from outdated files.
Delayed Access
Without real-time syncing, legal staff can't access the most current documents—slowing collaboration and decision-making.
Key Capabilities of Actionstep to NetDocuments DMS Sync
Automated Document Transfers
01.
Documents are moved from Actionstep to NetDocuments as soon as they’re added to a matter.
Real-Time Syncing
02.
Integration is triggered instantly when a document is added in Actionstep.
Improved Efficiency
03.
No more manual uploads—freeing up time for higher-value tasks.
Consistency Across Systems
04.
Documents are stored in the right place in NetDocuments for better compliance and search.
Protect your clients and your compliance with smarter ID verification.
Actionstep to APLYiD Integration
Risk Manual ID Checks
Manual verification is time-consuming, error-prone, and creates risk exposure. Without automation, firms face delays and inconsistent compliance
Client Friction and Drop-Off
Clients expect seamless onboarding. Asking them to complete multiple steps across systems leads to frustration and drop-offs.
Regulatory Pressure
Regulatory requirements demand accurate, auditable identity verification, and manual handling makes this difficult to scale securely.
Key Capabilities of APLYiD Integration
Biometric ID Verification Within Actionstep
01.
Trigger biometric verifications directly from Actionstep using facial recognition technology and OCR, no manual entry needed.
Real-Time Status Update
02.
Get instant visibility on verification progress, right from the client matter in Actionstep.
Automated Document Storage
03.
The APLYiD Biometric Report is automatically saved to the matter’s document section for audit-ready compliance. The integration can be configured to both Actionstep DMS and NetDocuments.
Streamlined Client Experience
04.
Clients receive verification requests via SMS, enabling a fast and intuitive user experience.
Navigate complex AML requirements across jurisdictions with clarity and control.
Actionstep to FirstAML Integration
Complex Global AML Requirements
Each jurisdiction has different compliance obligations. Manually managing global checks is overwhelming and increases risk.
Disconnected Client Data
When client details aren’t synced between systems, law firms waste time re-entering and validating the same information.
No Real-Time Oversight
Without clear visibility into AML case progress, legal teams can’t respond quickly to compliance red flags.
Key Capabilities of FirstAML Integration
Automated AML Case Creation
01.
Automatically create First AML Source cases using client records stored in Actionstep.
Global Registry Coverage
02.
Access over 300 registries across 100+ countries, ideal for firms handling international clients.
Built-In Case History
03.
View previous case details and scores directly within the client matter in Actionstep.
Seamless Report Sync
04.
Automatically save case summaries into Actionstep DMS or NetDocuments for full audit visibility.
Reclaim hours lost to forms and signatures with automation that just works.
Actionstep to FormEVO Integration
Inefficient Document Workflows
Manually generating and emailing documents slows down matter progress and increases the risk of outdated versions.
Time-Consuming Form Filling
Populating legal forms manually consumes valuable time and introduces human error that could delay client matters.
No Central Audit Trail
Signing and storing outside your DMS leads to poor visibility and potential compliance gaps.
Key Capabilities of FormEVO Integration
Dynamic Form Population
01.
Quickly populate client documents with data pulled directly from Actionstep, no manual input required.
Integrated E-SIgnature Workflows
02.
Send documents for signature directly from Actionstep and track status in real time.
Secure Document Storage
03.
Completed forms are stored automatically in your DMS for compliance and easy retrieval.
Template-Based Efficiency
04.
Use pre-built templates to streamline routine document creation and reduce errors.
Who we partner with?
We proudly work with leading legal practice management systems, including Actionstep and CoreMatter, to provide comprehensive, scalable solutions tailored to your firm’s size and needs.
APLYiD
A next‑generation biometric onboarding and AML/KYC platform trusted across accountancy, financial services, legal, estate agency, and vehicle finance sectors. APLYiD streamlines identity verification with lightning-fast, secure, and fully compliant checks.
Cloud-based
OCR support for 16,000+ global IDs
Biometric face-match & liveness on 30,000+ facial vectors
Global AML/PEP/sanctions checks with live updates
API integration (web SDK, text‑link), plus white‑label options
Multi‑sector coverage: accounting, legal, finance, estate, vehicle
FirstAML
Cloud-based, SaaS access anywhere
AI biometric + doc analysis with 96%+ accuracy
Global registry integration: 300+ sources, 180+ countries
Real-time PEP & sanctions screening on 1,100+ lists
Automated risk scoring with custom risk models
Case management & audit reports in ~5–6 s
A powerful, all-in-one AML, KYC, and KYB platform designed to streamline compliance with configurable workflows, real-time screening, and AI-driven identity verification. Ideal for firms seeking rapid onboarding without compromising risk management.
FormEVO
A cloud-based, vendor-agnostic legal forms library and e-submission system, complete with powerful API access and built for firms of all sizes. Seamlessly integrates with case, document, and practice management platforms to future-proof form workflows.
Cloud based
Vendor-neutral & auto-updated (2,000+ forms)
Robust API for matter integrations
Auto-populates from matter data
Collaboration, e‑sign + audit trail
Validation guardrails & GDPR toolkit
Why Partner with Verlata?
We’re not just another tech provider. We’re legal industry experts with over ten years of experience helping law firms like yours find the perfect practice management solution. What sets us apart? Our team is made up of former lawyers, practice managers, and IT specialists who have lived and breathed the challenges you face. We don’t just install software—we work alongside you every step of the way, from system configuration and data migration to training and ongoing support.
Our Mission:
We exist to simplify your legal operations and unlock your firm’s potential through reliable, cloud-based legal tech solutions. With Verlata, you’re getting more than software—you’re gaining a trusted partner dedicated to your success.