As we delve into the digital age, an integrated and seamless workflow is not just a luxury, it’s a necessity. For law firms, such integration can revolutionise their operational efficiency, streamlining tasks, improving client relationships, and boosting profitability. One such powerful partnership is that of Actionstep and Verify 365. By integrating these two cutting-edge platforms, law firms can digitally manage end-to-end conveyancing tasks on a single platform. This article aims to serve as a comprehensive guide on how you can optimise the Actionstep-Verify 365 integration for your law firm.

Unleashing the Potential of Actionstep and Verify 365 Integration

As an Actionstep user, you gain access to Verify 365, a platform that enables you to execute digital conveyancing tasks such as AML checks, ID checks, etc, from client onboarding to post-completion and e-signature and e-payment services. Verify 365’s suite of solutions pairs with Actionstep to digitise the entire conveyancing process, guaranteeing compliance and productivity.

This seamless integration can save up to 30% time per case and ensures you never lose a disbursement.

Property Report

The Property Report feature empowers you to generate a standardised report on title in approximately 15 minutes, improving consistency across your firm. By mitigating the risk of errors and assuring compliance, it also illuminates potential risks within transactions such as missing information, providing quality control to support your firm’s due diligence process.

 AML Checks & Client Onboarding

Digital client onboarding is made effortless with Verify 365. One of its key features is the Verification of Identity solution, an essential component of the due diligence process. Biometrics ID Check uses sophisticated and proprietary technology to deliver bank-grade client ID verification in a matter of seconds, significantly reducing the time traditionally required.


The advent of eSignature technology has revolutionised client onboarding. It provides a swift and secure method of obtaining client signatures with a PDF certificate saved back to the matter for signature authentication. This eliminates the need for printing, scanning, and posting documents, usually associated with delays.

 LMS Integration

Verify 365’s integration with the lender panel manager, LMS, enhances your workflow, enabling you to keep lenders updated effectively. By reducing manual processes, you can inform lenders of milestone document updates including priority searches (OS1 & OS2), AP1 registration, and accept mortgage offers via your Verify 365 dashboard.

With this integration, all these solutions are directly accessible from the electronic matter in Actionstep without re-keying any data, resulting in substantial time savings.

Capitalising on Actionstep’s Integration with Verify 365


Integration between Actionstep and Verify 365 connects you to the Verify 365 platform with a single click. With a unified window and login, you no longer need to navigate multiple sites for information, conduct searches, submit your SDLT, lodge your AP1, onboard clients electronically, automate your report on title, and much more.

True Integration

With a two-way communication channel between Actionstep and Verify 365, information is shared seamlessly between both systems. All results, documentation, and costs incurred in Verify 365 are automatically sent back to the corresponding Actionstep matter and ledger, stored securely for seven years.

Efficiency and Accuracy

By using data from your matter in Actionstep, there’s no need to re-enter information. This reduces errors and maintains consistency across systems. This integration enhances compliance by providing a single, digital, easily accessible source of truth.

Powerful Tools

Verify 365 provides firms with a robust suite of digital conveyancing, commercial, and corporate services tools, including AML Checks, eSign, and ePay. These tools take on the burden of paper-intensive administrative tasks, empowering you to focus on delivering an exceptional client experience.

One Consolidated Bill

All charges are consolidated into a single monthly bill from Verify 365, simplifying reconciliation, minimising missed disbursements, and reducing time spent on administrative tasks.

In conclusion, the seamless integration of Actionstep and Verify 365 offers law firms an efficient, secure, and cost-effective way to manage their workflow. It not only provides an all-encompassing solution for digital conveyancing tasks but also significantly improves firm productivity, client relationship management, and profitability.

Leveraging this integration means stepping into a future where technology enables law firms to focus on what truly matters – delivering exceptional legal services.