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Link your Realaml Account to OneLaw

Daniel Martin
  • Updated

Overview

Before you can use Realaml with OneLaw, you need to link your Realaml account to your firm's OneLaw environment. This connects your individual Realaml login to OneLaw, allowing Realaml to access Party and Matter information, post completed verification documents back to matters, and record disbursement expenses against the correct matter.

Each Realaml user at your firm must complete this once for their own account.

Note: The Realaml integration in OneLaw must be enabled before you can complete this task. If you receive an error when trying to connect, contact your OneLaw System Administrator.

Who can do this

Any user with access to Realaml and OneLaw.

Before you start

Before linking your Realaml account, make sure:

  • Your firm's Realaml integration has been enabled in OneLaw.
  • You have your OneLaw login details ready.
  • You know which OneLaw expense type your firm uses for Realaml disbursements.

Steps

  1. Open Realaml integrations

    • In Realaml, go to Integrations.

      Realaml Dashboard sidebar with the Integrations menu item highlighted.

      Result: The available Integrations are displayed.
       

  2. Connect to OneLaw

    • Find OneLaw, then click Connect.

      Realaml Integrations list showing available integrations including Aderant, Clio, Hivelight, Leap, Smokeball, OneLaw, Salesforce, Unity Search, and Zapier, with the OneLaw row and its Connect button highlighted.

      Result: You are redirected to OneLaw to approve the connection.
       

  3. Approve the connection in OneLaw (If required)
    • Sign in with your OneLaw login details.
    • Approve the connection when prompted.
      Result: You are returned to the Realaml Dashboard. The OneLaw integration now shows as connected.
       
  4. Open the OneLaw settings
    • In the Realaml Integrations list, locate the OneLaw entry.

    • Click the settings cog next to OneLaw.
       Result: The OneLaw Settings window displays.

      OneLaw Settings window.png

       

  5. Select your OneLaw settings
    In the OneLaw Settings window, complete the following:
    • Default Expense Type - select the expense type your firm uses for Realaml disbursements.
    • Choose Realaml Checks Report Type to Sync with OneLaw - select the report type your firm requires (Full Report or Redacted Report).
    • Choose Realaml Risk Rating Type to Sync with OneLaw - select the risk rating type your firm requires.
    • Choose eSign documents to sync with OneLaw - select the eSign document option your firm requires.
    • Sync Realaml charges to OneLaw as disbursements - leave this ticked if Realaml charges should be posted to OneLaw as disbursements.

      Note: Realaml eSign documents sync back to the relevant Party or Matter in OneLaw. Any related Realaml charges use the selected Default Expense Type when posted as disbursements.
       
  6. Save your settings
    • Click Save OneLaw Settings.

Result

Your Realaml account is linked to OneLaw.

Verification documents and disbursement expenses you record in Realaml will now post to the correct matters in OneLaw using your saved settings.

Note: If your firm changes its required default expense type, each user must update their Default Expense Type in Realaml.

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