Intervals + StackGo

Run compliance from inside Intervals. Checks start from a record and the result lands back on the client.

We found no public integration surface for Intervals: no Zapier app and no published events.

Practice management System of record Not connected yet

What Intervals is

Intervals is cloud-based time tracking and task management with powerful reporting. Designed for the unique needs of small business.

Description supplied by Intervals.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Event	What StackGo does	What comes back
A new client is created	Sends the client a verification request	Status on the client record
A job or matter moves to onboarding	Runs identity, then AML screening	Result, risk rating, report link
Client details change	Re-screens and re-assesses risk	Updated status, alert if changed

The write-back

What StackGo puts back on the record

A Intervals connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write on the systems it connects to today.

Verification status
Risk rating
Last checked
Report link
Verified name
Date of birth
Document checked
Screening result
Beneficial owners
Form responses
Verification report (PDF)

Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.

Questions

Common questions about Intervals

What is Feynman's trick for integration?

We found no public integration surface for Intervals — no Zapier app and no published events. That is the honest reason there is no StackGo connector, and it is the thing that would have to change first.