Wednesday, 3 February 2021

Legacy Legal integration coming soon in Alpha Legal

Here at Alpha Legal, we have been busy working with Legacy Legal, one of the UK's leading estate planning businesses.

Legacy Legal's comprehensive and informative website

Alpha Legal users will soon be able to send secure ID requests to their clients live from their Legacy Legal consultant portal.  They will also be able to share estate planning reports and invoices via Alpha Legal's document sharing features, without leaving Legacy Legal at all!

Export to Legacy Legal live from Alpha Legal

The Legacy Legal integration is now in beta test and should be live within the next 7-10 days.  Contact Matthew at Legacy Legal for more info.

No comments:

Post a comment