Personr has announced a strategic integration with Actionstep to streamline compliance for law firms ahead of AUSTRAC’s Tranche Two reforms.

Actionstep powers and automates the management and operations of law firms, including client intake, matter management, documents, communications, billing, trust accounting, and workflows. Integrated with Personr, firms will have seamless access to their compliance requirements in one place.

The integration brings Personr’s end-to-end compliance platform directly into Actionstep’s law firm management system, enabling firms to embed compliance into their existing workflows without the need to adopt a separate compliance solution.

Through the integration, manual effort and compliance risk are significantly reduced. AUSTRAC obligations are automatically identified, triggered, and managed based on matter activity, rather than relying on memory, spreadsheets, or disconnected processes.

Law firms gain greater confidence and audit readiness through a clear, defensible record of compliance actions that is directly linked to each matter. The solution is purpose-built for how legal teams open, manage, and progress matters on a day-to-day basis.

Customers benefit from seamless integration between Actionstep and Personr to identify when AUSTRAC obligations apply. Compliance records are centralised and linked to matters, clients, and transactions, providing compliance officers and principals with improved visibility without slowing down fee earners or disrupting legal work.

Personr Co-Founder Nick Ahrens said the integration will help law firms modernise their compliance processes by embedding AUSTRAC obligations directly into matter workflows.

“Instead of relying on manual processes or separate systems, compliance becomes a natural part of how legal work is done — practical, defensible, and aligned with how firms already operate,” Mr Ahrens said.

The integrated solution bridges the gap between matter management and AUSTRAC compliance.

“As matters progress in Actionstep, Personr automatically identifies when obligations apply and guides firms through the required steps,” Mr Ahrens said. 

“This allows legal teams to move seamlessly from managing matters to executing compliance obligations with confidence, without interrupting productivity or increasing administrative burden.”

The integration between Personr and Actionstep will be available to customers in early 2026.

Who is Actionstep: 

Actionstep is the leading law firm management platform for midsize firms around the world. Our advanced practice management and legal accounting solutions are built to adapt to a firm’s unique strengths and goals, empowering firms to modernise and build a firm advantage in the legal marketplace. Connected features like client intake, matter management, document management and automation, time tracking, billing, legal accounting, and business reporting, equip nearly 5,000 law firms globally to work more efficiently, delight clients, increase profitability, and confidently embrace growth. Find out how to build your firm’s advantage and request a demo at www.actionstep.com.

Who is Personr: 

Personr is an end-to-end anti-money laundering (AML) compliance platform that centralises all compliance activities in one place, from policy management and risk assessments to reporting and record-keeping.

The platform helps businesses meet AUSTRAC obligations by streamlining customer onboarding with access to KYC data in over 50 countries, business verification across 200+ regions, verification of 12,000+ identity documents, and global AML checks. This enables fast, compliant customer onboarding at scale.

Built for regulated industries including accounting, law, real estate, banking, financial services, and payments, Personr was recognised in 2025 by Aventine Labs as one of Australia’s most comprehensive AML platforms and was a Blockies finalist for AML, Data, Identity, and Security Leader of the Year.