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Walkthrough: verify clients when they are added to an Actionstep matter

For law firms: how the StackGo and Actionstep integration verifies a client's identity, step by step: one Zap: New Matter Participant starts Create Verification; add the client to the matter in Actionstep; on the client’s phone, a few minutes, nothing to type; stackGo emails your team when the check is complete; the result and the full report in StackGo.
  1. 0:00Start the check in Actionstep
  2. 0:28The client verifies on their phone
  3. 0:48The result comes back

How a client ID check works with Actionstep

  1. One Zap: New Matter Participant starts Create VerificationA one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
  2. Add the client to the matter in ActionstepAdd the client in the matter’s Parties. A filter in the Zap keeps only the Client role.
  3. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  4. StackGo emails your team when the check is completeStackGo emails your team the result as soon as the check is complete.
  5. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Actionstep integration page.

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