Actionstep is an all-in-one legal practice management software designed to streamline legal workflows, improve efficiency, and provide top-tier client service. By integrating with IdentityCheck, a powerful ID verification tool, Actionstep users can enhance their client onboarding process with secure and reliable ID checks.

ID Verification for Actionstep

Integrating IdentityCheck with Actionstep can bring numerous benefits for law firms and legal professionals. Here are some possible use cases:

• Client Onboarding: Ensure new clients are who they say they are quickly and securely.
• Compliance: Meet regulatory requirements by conducting thorough ID checks.
• Fraud Prevention: Protect your practice from potential fraud by verifying client identities.

Setting Up IdentityCheck with Actionstep

Follow these steps to set up the integration between IdentityCheck and Actionstep via Zapier:

1. Create Accounts: Ensure you have active accounts on Actionstep, IdentityCheck, and Zapier.
2. Access Zapier: Navigate to Zapier Actionstep Integrations to begin.
3. Choose a Trigger: Select a trigger event from Actionstep. For instance, "New Client" can be a suitable trigger.
4. Select an Action: Choose IdentityCheck as the action app and select an appropriate action like "Verify ID."
5. Authorize Accounts: Connect your Actionstep account by providing necessary credentials and permissions. Repeat the process for IdentityCheck.
6. Configure Details: Map the fields between Actionstep and IdentityCheck to ensure seamless data transfer.
7. Test the Zap: Test the integration to ensure the trigger and action work as intended.
8. Turn on the Zap: Once all testing is complete, turn on the Zap to enable the integration.

Using ID Verification in Actionstep

After setting up the integration, using ID verification in Actionstep is straightforward:

• Initiate Client Process: Start by initiating a new client process in Actionstep as you normally would.
• Trigger ID Check: Once the client details are entered, the ID check will be automatically triggered through the integration.
• Receive Verification Results: IdentityCheck will perform the ID verification and send the verification status back to Actionstep.
• Review and Confirm: Review the verification results within Actionstep and proceed with the client onboarding or other legal processes accordingly.

By seamlessly integrating IdentityCheck with Actionstep, legal professionals can ensure more secure, efficient, and compliant ID verification processes. Start streamlining your legal practice management today with these powerful tools.