LEAP (Legal) + Realaml

LEAP (Legal) + Realaml integrations

Create new LEAP (Legal) cards from completed Realaml verifications

Streamline your legal process with this seamless workflow. When a verification is completed in Realm, this workflow will generate a new card in your LEAP (Legal) software. This ensures all verified information is swiftly moved to your legal platform, accelerating your documentation process, and keeping your records smartly organized. Perfect your efficiency by integrating Realm and LEAP today.

When this happens...
Verification CompletedTriggers when a Realaml verification is completed.
TriggerInstant
automatically do this!
Create CardCreate a LEAP card for a person/s or organisation
ActionWrite

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More things you can do with Realaml and LEAP (Legal)

Discover other triggers and actions you can use with Realaml and LEAP (Legal)

Form Submitted
Triggers when a Realaml form is submitted.
Trigger
Instant
Try It
Verification Completed
Triggers when a Realaml verification is completed.
Trigger
Instant
Try It
- Phone
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Type
  Required
- Country Code
- Date of Birth
- Reference
- Notes
Action
Write
- Matter
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Matter
  Required
- Date
  Required
- Memo
- Billing
  Required
- Quantity
Action
Write

- Matter
  Required
- Date
  Required
- Memo
- Billing
  Required
- Minute Billing Units
  Required
- Do you want to use fee units or time elapsed to calculate the fee amount?
  Required
Action
Write
- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
Action
Search

- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
- Client
  Required
- Matter No.
- Matter Description
Action
Search or write

Risk Rating Completed
Triggers when a Realaml risk rating is completed.
Trigger
Instant
Try It
- Form
  Required
- Phone
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Reference
- Notes
- Verification Type
Action
Write
- Card Type
  Required
Action
Write
- Matter
  Required
- Quantity
  Required
- Billing
  Required
- Amount Each
  Required
- Date
  Required
Action
Write
- Client
  Required
- Matter No.
- Matter Description
Action
Write
- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
Action
Search
- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
- Card Type
  Required
Action
Search or write

About LEAP (Legal)

LEAP is a cloud-based legal practice management platform that streamlines case management, document automation, billing, and client collaboration for law firms.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Realaml

Realaml is a PAYG customer verification, onboarding and fraud prevention platform.

HelpHelp

Related categories

Security & Identity Tools

Related Zap Templates

Create new LEAP (Legal) cards from submitted realm forms

Related Zap Templates

Create new LEAP (Legal) cards from submitted realm forms