LEAP (Legal) + Realaml
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.
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 Completed
Triggers when a Realaml verification is completed.
- automatically do this!Create Card
Create a LEAP card for a person/s or organisation
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Form Submitted
Triggers when a Realaml form is submitted.
Try ItVerification Completed
Triggers when a Realaml verification is completed.
Try ItPhone
EmailRequired
First NameRequired
Middle Name
Last NameRequired
TypeRequired
Country Code
Date of Birth
Reference
Notes
MatterRequired
TitleRequired
CommentRequired
Risk Rating Completed
Triggers when a Realaml risk rating is completed.
Try ItFormRequired
Phone
EmailRequired
First NameRequired
Middle Name
Last NameRequired
Reference
Notes
Verification Type
Card TypeRequired
MatterRequired
QuantityRequired
BillingRequired
Amount EachRequired
DateRequired