LEAP (Legal) + Realaml

LEAP (Legal) + Realaml integrations

Create new LEAP (Legal) cards from submitted realm forms

When a form is submitted in the Realm app, this workflow seamlessly creates a card in the LEAP (Legal) app. This process eliminates the need for manual data entry and ensures that all necessary details from your form are instantly available in your LEAP transaction. Perfect for law firms and legal practitioners aiming for streamlined operations and faster transaction processes.

When this happens...
Form SubmittedTriggers when a Realaml form is submitted.
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)

Check Created
Triggers when a Realaml check is created.
Trigger
Instant
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Document Created
Triggers when a Realaml e-sign document is created.
Trigger
Instant
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Document Expired
Triggers when a Realaml e-sign document expires.
Trigger
Instant
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Document Voided
Triggers when a Realaml e-sign document is voided.
Trigger
Instant
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Form Submitted
Triggers when a Realaml form is submitted.
Trigger
Instant
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Risk Rating Created
Triggers when a Realaml risk rating is created.
Trigger
Instant
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- Template
- Document Name
- Email Subject
- Email Message
- Completion Message
- Expires At
- CC Emails
Action
Write

- Check Type
  Required
- Customer Consent
  Required
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

Document Completed
Triggers when a Realaml e-sign document is completed.
Trigger
Instant
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Document Declined
Triggers when a Realaml e-sign document is declined.
Trigger
Instant
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Document Sent
Triggers when a Realaml e-sign document is sent.
Trigger
Instant
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Form Created
Triggers when a Realaml form is created.
Trigger
Instant
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Risk Rating Completed
Triggers when a Realaml risk rating is completed.
Trigger
Instant
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Check Completed
Triggers when a Realaml check is completed.
Trigger
Instant
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- Form
  Required
- Phone
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Reference
- Notes
- Verification Type
Action
Write
- Check Type
  Required
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

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Realaml

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

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Related categories

Security & Identity Tools

Related Zap Templates

Create new LEAP (Legal) cards from completed Realaml verifications

Related Zap Templates

Create new LEAP (Legal) cards from completed Realaml verifications