CRM, PSA & People Integration

The One Legal integrates natively with CRM, PSA, and People. These integrations eliminate manual data entry, keep legal records attached to the right business records, and enable legal workflows to trigger from existing operations.

CRM Integration

What Syncs

Data	Direction	Details
Client organizations	CRM → Legal	Legal reads client list from CRM for policy assignment
Client contacts	CRM → Legal	Contacts available for e-signature assignment
Company record — Legal tab	Legal → CRM	Signed policies and compliance score visible on the CRM company record
Activities	Legal → CRM	Matter opened events logged as CRM activities
Compliance status	Legal → CRM	Overall compliance score shown on company record

Setting Up the CRM Integration

The CRM integration is configured automatically when both products are active in your organization. No additional configuration is required. Verify it's working:

1. Open a company record in CRM
2. Look for the Legal tab in the company detail panel
3. If the tab is visible, the integration is active

CRM Company Legal Tab

The Legal tab on each CRM company record shows:

• Compliance Score — The client's current policy compliance percentage
• Signed Policies — List of all fully-executed policies with signatures
• Pending Policies — Policies sent but not yet signed
• Open Matters — Count of active legal matters for this client, with a link to Legal

From the CRM company record, you can also:

• Click Open Matter to create a new matter pre-filled with this client's details
• Click Assign Policy to launch the Policy Creation Wizard for this client

Querying Compliance via API

If you integrate external tools, you can query a client's compliance status via the Legal service-to-service API:

GET /api/crm/compliance?tenantId={tenantId}&orgId={orgId}
X-Integration-Key: {your-crm-integration-key}

Response includes the overall compliance score and a list of signed/pending policies.

PSA Integration

What Syncs

Data	Direction	Details
Ticket → Matter	PSA → Legal	Technicians open legal matters directly from PSA tickets
Matter → Ticket	Legal → PSA	Matters with incident type can create or link PSA tickets
Contract reviews	PSA → Legal	Submit contracts for attorney review from a ticket
Templates	Legal → PSA	Browse published legal templates from within PSA

Opening a Matter from a PSA Ticket

1. Open any PSA ticket
2. In the right sidebar, find the Legal section
3. Click Open Legal Matter
4. The matter form pre-fills with the ticket subject, client organization, and description
5. Select the matter type and urgency
6. Click Submit

The ticket and matter are linked — from either the PSA ticket or the Legal matter, you can navigate to the other.

Submitting a Contract for Review

When a client sends a contract via email that creates a PSA ticket:

1. Open the ticket
2. Click Legal → Submit for Contract Review
3. Attach the contract file
4. Set urgency and notes
5. Submit

Your attorney receives the review request in their Reviews queue and can complete it with notes. You receive a notification when the review is complete.

Browsing Templates from PSA

From PSA, you can browse published legal templates without leaving the application:

1. Open any ticket
2. Click Legal → Browse Templates
3. A panel shows all published templates filtered by category
4. Click View to see a template preview
5. Click Deploy to Client to open the Policy Creation Wizard for the ticket's client

People Integration

What Syncs

Data	Direction	Details
Employee records	People → Legal	Employees visible for NDA and employment agreement assignment
HR document vault	Legal → People	Signed employment agreements and NDAs attach to employee records
Onboarding flow	People → Legal	New hire triggers are available for policy assignment automation

Attaching Agreements to Employee Records

When you deploy an NDA or employment agreement through Legal and the policy contact is an employee in People:

1. The signed document automatically appears on the employee's Documents tab in People
2. HR team members can view the signed document without accessing the full Legal portal
3. The People record shows: document type, signed date, and link to the vault

Employment Agreement Workflows

For standard employment agreements, you can set up a workflow in People:

1. Navigate to People → Settings → Legal Integration
2. Configure which policy templates apply to new hires (e.g., NDA, Equipment Use Policy)
3. When a new employee is created in People, a notification is sent to the MSP owner to trigger policy assignment in Legal
4. Once signed, the document automatically flows back to the employee record

ℹ️

Automatic policy assignment on new hire creation is a planned feature. Currently, the integration notifies the owner to manually assign the policy.

Security Integration

The One Legal also integrates with The One Security:

Integration	Direction	Details
Legal hold placement	Security → Legal	Security can place a legal hold on specific data to prevent deletion during an investigation
Compliance status query	Legal → Security	Security can query legal compliance scores per client

Legal Holds

When a security incident may have legal implications, The One Security can notify Legal to place a legal hold. A legal hold prevents any data deletion or archival for the specified data subjects until the hold is lifted.

To view active legal holds:

1. Navigate to Matters
2. Filter by Type: Incident
3. The eDiscovery tab on each incident matter shows any active holds

Service-to-Service API

All integrations use the Legal service-to-service API with an X-Integration-Key header. Keys are provisioned per product and scoped to their integration endpoints.

Available integration actions:

Product	Available Actions
PSA	Create matter, submit contract review, browse templates
CRM	Create matter, query compliance status
Security	Place legal hold, query compliance status
People	Attach signed documents, query employee agreements

Contact support to rotate or regenerate integration keys.