Hivelight & RealAML

Simplify Client Onboarding and AML Compliance with Hivelight’s RealAML Integration

Client intake and AML compliance just became seamless. We’re thrilled to announce our powerful integration with RealAML, transforming how law firms handle new client inquiries, manage intake processes, and maintain AML compliance—all through one coordinated workflow.

The Challenge: Intake Complexity Meets Compliance Requirements

Every law firm knows the intake dance: potential clients submit inquiries, email notifications fire off to half the firm, teams scramble to gather information and juggle who is chasing what, AML checks need completing, and somehow all of this needs to be tracked, documented, and followed up quickly. Traditional approaches involve multiple systems, manual data entry, and too many opportunities for things to fall through the cracks. Our integration with RealAML changes all of that.

One Form, Complete Automation

The journey starts simply—with RealAML’s intake forms that potential clients can complete from anywhere:

• Flexible delivery: Share via email, text, social media, or embed on your website
• Mobile-friendly: Clients can complete forms on their phone, tablet, or computer
• Smart data capture: All information flows automatically into your workflow

Once a potential client hits submit, the real magic happens.

Intelligent Workflow Automation

Here’s where Hivelight’s work delegation engine shines. The moment that intake form is submitted:

1. Automatic matter creation in Hivelight with all client details
2. Team assignment based on your firm’s rules
3. Intake workflow application including AML check tasks
4. Form data saved to the matter for quick reference and updates
5. Email notifications to relevant team members with direct links

No manual data entry. No missed steps. No delays. And it works with all modern practice management systems!

Seamless AML Compliance

The integration makes AML compliance remarkably straightforward:

Smart Links for Instant Checks

Each AML task in Hivelight includes a smart link that:

• Pre-populates client information from the intake form
• Identifies the correct practice management system
• Launches RealAML with all data ready to go

Automatic Documentation

Once the AML check completes:

• Reports automatically save to your practice management system
• Disbursements are recorded for accurate billing
• Hivelight tracks completion for compliance reporting

Beyond Basic Integration: Strategic Advantages

This integration delivers benefits that go beyond simple efficiency:

• Client Experience: Potential clients can engage with your firm instantly, from anywhere, without phone tag or office visits.
• Team Productivity: Eliminate data entry and focus on high-value work like actually reviewing matters and serving clients.
• Compliance Confidence: Never miss an AML check or lose documentation with automated workflows and centralized storage.
• Business Intelligence: Track intake conversion rates, identify bottlenecks, and optimize your client acquisition process.