What platforms will easyAML integrate with?

Overview

easyAML seamlessly integrates with major legal and real estate platforms, enabling you to conduct Customer Due Diligence (CDD), risk scoring, and AML/CTF compliance checks without leaving your preferred software.

How platform integrations work

When you create a transaction in your integrated platform, easyAML automatically handles the compliance heavy lifting—conducting identity verification, performing AML screening, assessing risk scores, and generating audit trails. Once complete, the verification results and compliance documentation are sent directly back to your originating platform, creating a seamless, end-to-end workflow.

Supported platforms

easyAML is actively building integrations with the following industry-leading platforms:

Legal practice management

Clio
Cloud-based legal practice management software trusted by 150,000+ legal professionals globally. Clio centralizes client intake, case management, document automation, billing, and accounting.
www.clio.com

ActionStep
Comprehensive legal practice and accounting management platform designed for midsize law firms. Features workflow automation, matter management, document assembly, and trust accounting.
www.actionstep.com

Affinity (Dye & Durham)

Real estate & property

MRI Vault CRM (formerly VaultRE)
box + dice
eagle
Market-leading real estate CRM in Australia combining sales and property management in one platform. Connects marketing, sales, trust accounting, and commercial operations with AI-powered automation.
www.mrisoftware.com/au/products/vault

Real Time Agent (RTA)
Digital point-of-sale platform by Domain Holdings Australia that digitizes agency agreements, auctions, and contracts. Processes over 20% of all Australian property transactions with tools for authorities, contracts, and bidtracking.
www.realtimeagent.com.au

REI Forms Live
Cloud-based forms and contracts platform developed by Dynamic Methods in partnership with Real Estate Institutes across Australia. Provides compliant, up-to-date legal forms with electronic signing capabilities.
www.reiformslive.com.au

Conveyancing & legal forms

Realtime Conveyancer
Cloud-based conveyancing practice management platform designed by conveyancers to digitalize and streamline the entire conveyancing workflow. Features include transaction management, automated settlement reconciliation, client portal app (Pathway to Settlement), workflow automation, inter-party communication tools, and mobile accessibility enabling teams to work from anywhere on any device while going paperless. realtimeconveyancer.com.au

CATS
Complete conveyancing practice management system built by conveyancers for conveyancers in South Australia. Handles matter management, trust accounting, document automation, and compliance.
dyedurham.com.au/solution/cats

Unity (Dye & Durham) — Practice management platform designed for conveyancing and property law practices

GreatForms
State-of-the-art compliance technology platform for South Australian real estate professionals. Part of the reaforms family, it streamlines agency agreements, contracts, and property documentation with advanced customization and validation.
reaforms.com.au/home/greatforms

Accounting

Xero
Accounting package integration to import transactions directly into easyAML

Xero XPM
(Xero Practice Manager) — Workflow and client management solution for accounting and bookkeeping firms

Benefits of platform integration

Save Time: Eliminate manual data entry by creating transactions once in your existing system while easyAML handles verification in the background.

Reduce Errors: Automatic data synchronization minimizes human error and ensures consistency across your compliance records.

Streamline Workflows: Keep your team working in familiar software while maintaining robust AML/CTF compliance without switching between multiple systems.

Maintain Audit Trails: All verification activities are automatically documented and linked to the originating transaction for complete compliance visibility.

Enhance Client Experience: Faster processing times and reduced friction in your onboarding and transaction processes create a better experience for your clients.

Getting started

Interested in connecting easyAML to your platform? Contact our team to discuss integration options, implementation timelines, and how we can tailor the integration to your specific workflow requirements.

Note: Platform integrations may require specific subscription tiers. Contact us to learn more about integration availability for your account.

Need help? Our team is ready to help you implement seamless AML compliance across your technology stack.