Legal and Compliance integrations on Metorial

Companies House

Search and inspect the United Kingdom public company register. Find companies and officers, review company profiles and officer appointments, check disqualifications and permissions to act, inspect filing history, retrieve filing documents, and review charges, insolvency cases, people with significant control, and significant-control statements.

21 Risk

Retrieve compliance, audit, and risk management data from 21RISK. Access organizations, sites, audits, risk models, corrective actions, compliance status, COPE (Construction, Occupancy, Protection, and Exposure) insurance data, and user information. Query data using OData protocol with filtering, sorting, and expansion options. Primarily a read-only API designed for data extraction, reporting, and integration with analytics tools like Power BI.

Anonyflow

Encrypt and decrypt sensitive strings and selected fields in data objects using the AnonyFlow cloud API. Check the configured API key connection and inspect full provider responses alongside processed values.

Boloforms

Send PDF and form templates for electronic signature, retrieve form answers and template respondent details, list PDF documents and templates, send signing reminders, and void in-progress documents.

Borneo

Manage Borneo sensitive-data scans, inspect scan findings, discover connected accounts and connectors, and maintain privacy operations records. Create and update breach records, processing activities, DPIAs, recipients, assets, and organisation records. Download inventory exports and dashboard reports.

Data 247

Look up phone carrier information, SMS/MMS gateway addresses, and caller name (CNAM) data. Verify emails, postal addresses, and phone numbers. Append contact data such as phone numbers, email addresses, names, and demographic profiles via reverse lookups. Geolocate IP addresses to determine city, state, country, and coordinates. Check phone numbers against the Federal Do-Not-Call list for compliance. Detect fraud through user identity cross-referencing and spam phone number lookups. Check account balance.

Docnify

Create, send, and manage electronic document signatures. Create documents from templates, add recipients, and send documents for signing. Monitor document lifecycle events including creation, individual recipient signatures, and full completion when all recipients have signed.

Waiverfile

Manage online waiver forms, signed waivers, and events. Retrieve signed waivers by ID or search by reference IDs to link with external booking/reservation systems. Access waiver details including signer info, participants, custom fields, and signatures. Create and update events (parties, classes, tournaments) with categories, date ranges, and participant limits. Retrieve waiver form definitions and site configuration. Page through complete or tabular waiver data, retrieve count data, and invite or remove event managers.

Docusign

Send, sign, and manage documents and agreements electronically. Create and track envelopes with documents and recipients, configure signing workflows (sequential and parallel), and manage templates. Embed signing and sending experiences directly within applications. Support bulk sending to large recipient lists, create self-service PowerForms, and manage clickwrap agreements. Track envelope and recipient status in real-time, download signed documents, and retrieve audit trails. Administer users, groups, and account settings. Create web forms, manage real estate transaction rooms, and configure webhooks for envelope and recipient status change notifications.

Docuseal

Create, manage, and send electronic documents for signature. Build reusable document templates from PDF, DOCX, or HTML with fillable fields (signature, text, date, initials, checkboxes, etc.). Send signing requests to one or multiple parties via email or SMS with options for sequential or parallel signing order, field pre-filling, expiration dates, two-factor authentication, and custom messaging. Retrieve submitter details, track signing progress, and download completed signed documents as PDFs. Clone, merge, and archive templates and submissions.

Enigma

Search, match, and enrich U.S. business data using Enigma's comprehensive database. Look up businesses by name, address, website, or person information and retrieve unified profiles with identity, financial health, and market rank attributes. Perform Know Your Business (KYB) verification including name, address, Secretary of State, TIN, and OFAC watchlist screening. Screen businesses and persons against government sanctions and compliance watchlists. Enrich CRM and prospect databases with revenue, growth signals, industry classification, and contact information. Query business relationships, brands, and operating locations via a flexible GraphQL API.

Esignaturesio

Create, send, and manage legally binding electronic signature contracts via templates. Define signers with configurable signing order, delivery methods (email/SMS), and multi-factor authentication (SMS, email, photo ID). Build and manage contract templates with dynamic placeholder fields, signer input fields (text, dropdowns, checkboxes, dates, file uploads), formatted text, tables, and images. Track contract and signer status in real time through webhooks for events like contract sent, signed, viewed, declined, and withdrawn. Generate PDF previews, download signed PDFs, embed signing pages in iframes, customize branding and email content, set contract expiration, and add CC recipients. Supports template collaboration, copying templates between accounts, and organizing contracts with labels and metadata.

Eversign

Create, send, sign, and manage legally binding electronic signature documents. Send documents to signers with configurable signing order, create reusable templates, and generate documents from templates. Support embedded signing and document preparation within your own application via iFrame. Upload files, download completed PDFs with audit trails, and bulk send documents from CSV data. Manage signers by sending reminders, reassigning signing responsibility, and authenticating via SMS. Track document lifecycle events through webhooks including creation, viewing, signing, completion, decline, and expiration. Operate in sandbox mode for testing.

Flexisign

List reusable FlexiSign templates, inspect their signer roles and required fields, and send documents for signature from an existing template. Connect with a workspace API key, then use the template's body structure to supply recipient names, emails, a message, and expiration settings.

Gagelist

Manage measurement equipment, calibration records, manufacturers, account settings, and custom field values in GageList. Download and delete files linked to gages or calibrations, generate downloadable calibration certificates, and inspect account permissions, site context, and calibration usage.

Hellosign

Send documents for electronic signature via email or embedded signing flows. Create and manage reusable signature templates with merge fields and signer roles. Embed signing experiences directly into applications via iframes. Track signature request status through lifecycle events (sent, viewed, signed, declined, expired). Bulk send template-based requests to multiple signers. Manage teams, accounts, and API apps. Create unclaimed drafts for embedded requesting workflows. Configure webhooks for real-time signature event notifications. Send faxes and manage fax lines. Generate reports on signature request activity. Supports signer authentication via access codes and SMS PIN, document form fields, CC recipients, and white-label branding.

Hotjar

Export survey response data and manage user data for privacy compliance. List surveys for a site, retrieve survey responses, perform user lookups by email or user ID, and submit deletion requests for GDPR compliance. Receive real-time webhook notifications when new survey responses are created or new recordings matching a segment are captured.

Ignisign

Create, manage, and verify legally binding electronic and digital signatures on documents. Upload PDFs, DOCX, images, and raw data for signing. Configure signature profiles with multiple signature levels (Simple, Advanced, Qualified) compliant with eIDAS, ESIGN, and UETA regulations. Create and launch signature requests, manage signers and their required identity inputs, and track signature progress through real-time webhooks. Retrieve signature proofs including XAdES files, ASiC-E containers, proof PDFs, and signature images. Automate corporate electronic seals for machine-to-machine document sealing. Embed signature sessions into applications or use Ignisign-managed email-based signing flows. Manage webhook endpoints to receive notifications for signer, signature request, proof, and document events.

Pandadoc

Create, send, track, and electronically sign documents such as proposals, contracts, and quotes. Generate documents programmatically from templates or file uploads, populate them with dynamic data (tokens, fields, recipients, pricing tables), and manage the full document lifecycle. Embed document editing, sending, and signing experiences directly in applications. Manage templates, content library items, contacts, and a product catalog. Link documents to external CRM objects, manage workspaces and users, handle notarization requests, and configure webhooks for real-time event notifications on document state changes, recipient completions, and template updates.

Persona

Verify identities and manage compliance workflows for individuals and businesses. Create and manage inquiries for end-to-end identity verification flows using government IDs, selfies, and documents. Run database verifications, generate risk reports (watchlist, adverse media, PEP, address, email, phone), and screen against sanctions lists. Manage accounts representing verified individuals, consolidate or redact personal data for GDPR/CCPA compliance. Create and manage cases for manual review workflows. Maintain screening lists (blocklists/allowlists) with custom list items. Trigger automated workflows based on verification results. Analyze relationships between accounts via graph connections. Monitor events via webhooks for inquiries, verifications, reports, transactions, and cases.

Quaderno

Work with Quaderno tax calculations, tax-ID validation, contacts, products, invoices, credit notes, expenses, estimates, recurring invoice templates, recorded transactions and payments, checkout sessions, jurisdiction catalog entries, and downloadable CSV reports.

Realphonevalidation

Validate US phone numbers and email addresses in real-time using live telco data. Check phone connection status (connected/disconnected), identify phone type (mobile, landline, VoIP), retrieve carrier and subscriber information, and look up Do Not Call list status including national, state, and DMA lists. Score phone numbers for fraud risk, detect reassigned numbers since a given consent date, and identify TCPA litigators. Verify email addresses with legacy validity checks or REV Lightning reachability, catch-all, disposable, free-service, ISP, and caution flags. Supports full validation (Turbo), budget-friendly list scrubbing (Scrub), basic active number checks, and wireless/phone type identification for TCPA compliance.

Resistant Ai

Analyze original PDF and image documents for fraud with Resistant Documents. Submit files, retrieve complete fraud analysis results, and delete submissions using regional client credentials. Existing StackGo IdentityCheck verification, AML, and KYB tools remain available with a separate legacy IdentityCheck API key.

Safetyculture

Manage workplace inspections, safety issues, corrective actions, assets, and inspection schedules on SafetyCulture, now Mitti. Discover groups, organization connections, sites, and asset types. Start, complete, archive, or delete inspections and export downloadable PDF or Word reports. Create, assign, update, and delete corrective actions. Track issues, manage their assignments and status, and add timeline comments.

Signaturely

Create electronic signature requests from existing templates, find documents and signer IDs, download document PDFs, send signing reminders, and inspect the connected account.

Signwell

Create and send electronic signature documents, manage reusable templates, inspect signing status and recipients, send reminders, update recipient details, and download completed signed PDFs. Supports drafts, ordered signing, text tags, and embedded signing URLs.

Tpscheck

Verify UK phone numbers against the Telephone Preference Service (TPS) and Corporate Telephone Preference Service (CTPS) registers. Check single numbers or batches of up to 100 numbers, retrieve phone intelligence and available compliance risk scores, monitor API credit usage, and check API health.

Truvera

Issue, verify, manage, and revoke W3C-compliant verifiable credentials using decentralized identifiers (DIDs). Create and manage DIDs on the cheqd blockchain, define credential schemas, build verification proof templates, and manage on-chain revocation registries. Supports zero-knowledge proofs (BBS+), OpenID4VCI/VP credential issuance and presentation flows, DIDComm holder messaging, ecosystem trust registries for governing networks of issuers and verifiers, credential monetization via KVAC, and sub-account management. Provides webhooks for credential, DID, registry, schema, and proof events.

Boldsign

Send documents and templates for electronic signature, place signer form fields, enable embedded signing, and track document status. List saved contacts, users, and brands. Revoke documents, send reminders, extend signing deadlines, delete documents, and download signed PDFs and audit trails.

Documenso

Create and manage document or template envelopes, PDF files, recipients and form fields. Send or resend signing requests, organize folders, inspect audit history, and download original, pending or signed PDFs and signing certificates.

Faceup

Query FaceUp reporting statistics with date and classification filters, retrieve report metadata, and create or update employee directory entries by email.

Oksign

Upload PDF or Word documents, define signature and form fields, and collect legally binding electronic signatures via eID, itsme, SMS, Smart-ID, or pen/scribble. Configure signer workflows with ordered email/SMS notifications and reminders. Bundle multiple documents into briefcases for single-link signing. Embed signing flows (SignExpress) or document editors (EditorExpress) into external applications. Manage contacts, retrieve signed document metadata and audit trails, and monitor account credits and storage. Supports simple, advanced, and qualified electronic signatures compliant with EU eIDAS regulation.

Adobe Sign

Send, sign, track, and manage electronic signature agreements. Upload documents as transient files, create agreements with sequential or parallel signing workflows, and configure recipient roles (signer, approver, acceptor, form filler, delegator). Create reusable library templates with pre-configured form fields. Build embeddable web forms that generate unique signing URLs. Send agreements in bulk (MegaSign) for mass signing scenarios. Manage form fields including signatures, initials, text, dates, checkboxes, and dropdowns. Send reminders to pending participants, download audit trails, and export completed form field data. Generate embedded signing URLs for in-app signing experiences. Manage users, group memberships, and perform actions on behalf of other users. Receive real-time webhook notifications for agreement lifecycle events, web form activity, bulk send operations, and library template changes.

Remote

Read Remote employment records, country forms, leave policies, expenses, incentives, offboarding requests, timesheets, contract amendments, and payslips. Create or update supported employment and review records, download payslip PDFs, and obtain indicative employment cost estimates.