AdviserLogic Integrations

LegalSite has integrations with many services so that you can easily remain compliant accross all the services you already use.

AdviserLogic

If you use AdviserLogic for your financial planning need, then you’ll be happy to know you can integrate AdviserLogic with LegalSite.

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About AdviserLogic

AdviserLogic is a popular CRM tool that many companies use to handle their customer information and communications. It have 45 million users world wide and is used in many sectors.

How AdviserLogic works with LegalSite

LegalSite connects to AdviserLogic via Zapier, which means you can easily import and sync your data.

Automation is extremely important to make sure your legal and privacy compliance is optimal at all times.

Using this integration with AdviserLogic your financial planning will seamlessly fit your legal and privacy procedures.

It’s easy to get started. Try it for free!

The free edition allows you to launch your LegalSite including all features 
for getting your terms & conditions page and privacy policy page in place.