Integrate Verify 365 with Actionstep
Verify 365 integrates with Actionstep, allowing you to send AML verifications directly from your matter.
Automatically sync your client’s details from your Actionstep matter to Verify 365. Once synced, choose the specific verifications you want to send to your client and then initiate them.
Upon completion of the check, the verification report, generated with the results, is stored back into the Actionstep matter from which the verification was initiated.