Payment Processing. Document Management & Automation. Put your clients at the center of everything you do with Actionstep's adaptable, all-in-one practice management software for modern law firms. Documents Actionstep's document management and automation system helps you stay on top of your paperwork. . By building and uploading your own templates in Actionstep, you can easily generate documents that are pre-populated with relevant contact and matter information. Feature Spotlight: Actionstep's 'Document Automation' Supercharge Your Efficiency Increasing efficiency is a continual goal. The Actionstep API allows programmatic access to documents and . Scheduled. organized by client and matter, syncing with Google Apps and Microsoft Exchange, document assembly, and document management among other features. Actionstep - DBC Partners LLC What is Actionstep? Includes workflow and document automation Pre-packaged workflow and document templates that can be installed into your existing Actionstep system. Actionstep's flexible configuration . They also are fully integrated with Outlook, Word, Excel, and PowerPoint. Actionstep's Automation Tools - Ask An Expert Webinar. Talk To Our Team Our product specialists would love to show you Actionstep.in action! Actionstep is a flexible, easy to use software platform for ambitious law firms. Learn More. It is scalable and easy to use with drag-and-drop functionality. Automation, workflow, templates and tasks give you confidence in your process They can work with you on workflow design, document automation, data migration, Actionstep configuration and staff training. Talk To Our Team Our product specialists would love to show you Actionstep.in action! ActionStep also offers pre-configured Workflows for other popular practice areas with more in development. Save Time With Superior Document Management Our legal software helps you assemble & organize your paperwork to reduce errors & save time. Actionstep is built to be a comprehensive practice management software with features for workflow automation as well as automatic document generation [1] Contents 1 History 2 Product 3 Awards Document Automation. Actionstep's complete legal practice management system has unlimited scope to scale & evolve - taking you every step of your journey as a law firm. With document management at its core, the Actionstep software is designed to improve workflows for all levels of . With the Microsoft Outlook Add-on, you can utilize email templates from Actionstep within your Outlook in-box! Contact DBC Partners Please submit a short form about your interest in Actionstep Make a complimentary appointment with DBC Partners to discuss your current situation and/or have a demo of Actionstep using our calendar below. Create task templates, attach documents, set text reminders and perform delegation . Triggers when a new document is added to a specific folder (but not its subfolders). Actionstep has 3 product plans to deliver the best experience and value to firms of all shapes and sizes. Actionstep stores your documents allowing you to access them on any device, in any location, at any time and all you need is an internet connection. Document Versioning. It gives you a centralized repository so you can easily share documents with other members of your team and with clients. Control and maintain your process throughout your firm. It offers a user-friendly and easily accessible solution with superior workflow and document automation. Actionstep combines CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more in one software platform. For those that are not already aware of Actionstep, it has everything you need to run your law firm. Set Yourself Up For Success With CRM and Marketing - Ask An Expert Webinar. Actionstep's Document Templates and Automation features provide a canvas for you to create, store and access the documents and emails you use every day based on your unique processes. Suitable for any firm size (or practice area) it includes matter management, time billing and integrated accounting. We are pretty great at what we do. Yes! Personalizing Your Actionstep System - Ask An Expert. Website https://www.actionstep.com CEO Ted Jordan Social Media Year Founded 2004 30.09.20 Actionstep, a cloud-based legal practice management system founded in New Zealand and with a significant presence in the U.S., announced an investment from Serent Capital, a private equity firm focused on investing in high-growth technology and services businesses. By minimizing time spent on admin, Actionstep saves time and money for lawyers who seek to maximize billable time. Microsoft Word Plugin. Actionstep combines CRM, matter management, document assembly and management, time and billing, client and office accounting, automation and reporting. Documate is a no-code platform for document automation and building expert systems. The Actionstep API enables developers to integrate a legal practice management system with their applications. . Our consultants are highly experienced in legal practice management and go through an Actionstep certification process. By bringing together client relationship management, matter management, billing & trust accounting, document automation & storage, time tracking, and reporting in one software solution, Actionstep helps transform law practices into more efficient businesses. We are experts in the fields of Document Automation and Practice Management software, specifically Time Matters, HotDocs, XpressDox, Actionstep, NetDocuments and PCLaw. Actionstep uses customized workflow to get rid of law firm administrivia and simplify how you work. Come try it. Actionstep gets rid of law firm administrivia and simplifies how you work. Let me give you a short tutorial. Ask Me Anything - Ask An Expert. Legal automation & workflow software built to streamline legal processes and tasks throughout your law firm. Built-in Document & Process Automation . Enter your work details below to learn more! Set up the Actionstep trigger, and make magic happen automatically in Documate. NetDocuments comprehensive integration with Actionstep gives Actionstep users even more document automation & management functionality right at the heart of your practice management system. Document Assembly & Storage, Time & Billing, Client & Office Accounting, Reporting and much more. Document Management. Task Management. Sign in to your account. Document Preferences. Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places. Related categories. Use our pre-built workflows or build your own step-by-step process to suit your practice. . HotDocs Cloud Services is a Document Generation Platform as a Service (DGPaaS) designed to deliver interactive HotDocs interviews into 3 rd-party applications targeting vertical niches.The strategy behind Cloud Services is based on the notion that many different types of applications require complex document-generation interviews delivered on point within structured processes, but that most . Actionstep uniquely encourages custom built integrations and truly provides a platform that allows law firms to take their automation and technology to the next level. Sign in with Microsoft Sign in with Google. On the other hand, for user satisfaction, ActionStep earned 100%, while Clio earned 97%. Document Automation Generate ready-to-send documents and emails in seconds with Actionstep's document assembly feature. By bringing together client relationship management, matter management, billing & trust accounting, document automation & storage, time tracking, and reporting in one software solution, Actionstep helps transform law practices into more efficient businesses. What is Celant Document Automation Engine? Trigger. The workflow storage system inside of Actionstep is a drag-and-drop tool making managing your documents easy. Automatically generate PDF and Word DOCX documents merged with data from online web services. Actionstep is a Legal Practice Management Solution for Law firms. Only Actionstep provides a flexible workflow to guide your legal matters through a journey to conclusion. Actionstep is cloud-based Law Practice Management Software (LPMS) for law firms with 1-50 users looking for an all-in-one product. Using Actionstep, our law firm customers systemise and automate their ideal client and administrative workflows but keep the freedom to modify these as their firm grows and evolves. to find out which application will be more suitable for your company. Additionally, check if the software can integrate with the company's current business apps to . The scores and ratings give you an overall idea how these two software products perform. Tailored workflows for all your practice areas. Actionstep is a flexible all-in-one, cloud-based practice management software for growing mid-size law firms. We invite you to join our webinar (presented by Ed Watts, CEO of InfoTrack and Ted Jordan, Founder and CEO of Actionstep). Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more. Document Automation (3) Marketing (1) News (1) Tips and Tricks (2) ABOUT US. Power your firm. Actionstep is a cloud-based legal practice management software for law firms and compliance-focused businesses. Workflow, templates, and task automation give you confidence in your processes. Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places. Below it's also possible to verify their functions, terms, plans, etc. Zapier's automation tools make it easy to connect Actionstep and Documate. Document Automation: While the software does come with a few of its own legal documents ready out of the gate, the ability to create custom documents with document automation is very useful. You can't add more . Why We Love Document Automation Categories Legal Case Management Law Practice Management Actionstep Technical Details Team Members Stewart Lynn Partner Nick Jankovsky VICE PRESIDENT First Name Last Name It covers everything from accounting and billing to email and document automation. Make manual data entry a thing of the past by syncing contacts between HubSpot and Actionstep. Document & email templates Web-forms Cloud, Workflow & Document Automation DBC Partners helps law practices (or process-oriented businesses) interested in moving to cloud-based practice management to streamline and automate, creating an "access-anywhere" office. Actionstep (Redirected from ActionStep) Actionstep is a cloud-based legal practice management software for law firms and compliance-focused businesses. Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. So you always have the headspace and time to serve your clients well. Save Time. . All-In-One Legal Software For Law Firms USA: 800 257 4042 3425 W Leigh Street, Richmond, VA 23230 sales@actionstep.com Actionstep's flexible configuration provides a complete firm management system for every step of your journey as a law firm. Actionstep is the perfect platform for small-mid-size law firms who want to modernize. Once your document has been created, it is automatically saved into the correct matter folder. About Formstack Documents Introducing Formstack Documents, formerly WebMerge. Avoid re-entering the same data and save potentially hundreds of hours per year. Actionstep is a Legal Practice Management Solution for Law firms. Denim provide matter design and document automation services. How to login easier? Users can automate administrative practice workflows with extensive control over each step of the process. Document Templates & Automation. It's also possible to compare their score (8.7 for ActionStep vs. 9.1 for Zola Suite) and user satisfaction level (100% for ActionStep vs. 99% for Zola Suite). Ask An Expert. Accounting Add-ons and Integrations Calendar Actionstep is an end-to-end cloud-based platform designed for legal practices to manage and execute daily operations. Saving Google Drive Documents to Actionstep Matters. Use customized workflows to manage your client engagements. Actionstep offers workflow features to define the steps, tasks and timing of any process to increase automation. A: The staff at Briefly have a long history in the legal tech space and law firm management and after trying many legal practice management solutions we settled on Actionstep. Go to Action Step Login website using the links below ; Step 2. Actionstep has integrated directly with HotDocs Cloud Services. During the 20 minute webinar, you will learn -. Email. For overall quality and performance, ActionStep scored 8.7, while Clio scored 9.4. You're in control of your data. . Document Templates - Ask An Expert Webinar. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money. Below is an overview of the main pricing plans Actionstep offers. Even better, Actionstep has powerful automation features such as workflow and document generation. All-In-One Legal Software For Law Firms USA: 800 257 4042 3425 W Leigh Street, Richmond, VA 23230 sales@actionstep.com An all-in-one platform, Actionstep helps you manage your firm end-to-end with total oversight and better collaboration. Actionstep automates the process of assembly by pulling that data out of your Actionstep database and mapping it to the right places in the document in order to produce a final document. You can set up a one- or two-way sync, which means you can either sync data . Actionstep's document automation features pull live data from your legal matters and insert it into pre-configured documents or email templates at the click of a button. Create, send, track, and eSign client-facing documents designed to win more business. Promotes Better Teamwork Automate your workflows, templates tasks. The Actionstep API enables developers to integrate legal practice management with their applications. So you always have the headspace and time to serve your clients well. What is Actionstep? Actionstep gets rid of law firm administrivia and simplifies how you work. These work well for most letters and business documents. Actionstep currently scores 83/100 in the Practice Management category. About PandaDoc PandaDoc is an all-in-one software that streamlines your sales workflows. Increase your firm's efficiency, profitability and quality by leveraging Actionstep's workflow and document automation features. Hosted in the cloud, fully GDPR-compliant and supporting a zero trust approach to security, Actionstep is a trusted platform on which to manage all your practice operations. Actionstep in Richmond offers their flagship legal practice management software as an end-to-end solution, containing both matter management tools and business administration automation, with an internal billing and accounting system. Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Client Management, Document Automation, Matter Management, Billing and much more all in one place. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money. Automate manual, time-consuming tasks like document generation with the click of a button, auto-assign tasks and next steps in a matter. What is Actionstep? One complete system to manage and automate law firm processes from Client Intake, Matter Management, CRM, Document Creation & Filing to Time & Billing, Accounting, Reporting and more. Using Actionstep, our law firm customers systemize and automate their ideal client and administrative workflows but keep the freedom to modify these as their firm grows and evolves. This type of software is a must-have for any remote, paperless practice. Step 1. These work well for most letters and business documents. Actionstep is customisable for any practice area or a mix of practice areas and can be tightly integrated with other legal software, including NetDocuments, Xero, Power BI and many other software products. No credit card is necessary to try Actionstep. Zapier's automation tools make it easy to connect Actionstep and Google Docs. Click and Create Actionstep's document automation features pull live data from your legal matters and insert it into pre-configured documents or email templates at the click of a button. Actionstep offers matter management, client management, document automation, and Microsoft Word automation. We support Actionstep and Clio legal software customizations. Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data. With this integration, your firm can link NetDocument workspaces to corresponding matters in Actionstep. Track deadlines Explore all features of ActionStep Play Video ActionStep + Xero Actionstep pushes trust and general ledger information to Xero. . Built-in Document & Process Automation . Starting Cost: Custom Pros Our team will advise on the best partner for your firm based on project scope and timing. . Actionstep document and email templates utilize data fields in contacts, matters and read more Document Automation Actionstep transforms law firm productivity at every step. . Actionstep doesn't offer any free plans, but a trial that allows you to try the solution before opting for a paid subscription. The Actionstep API allows programmatic access to documents and . CRM . Learn some useful tips for successful eFiling and how to use the integration between Actionstep and InfoTrack. In addition to its Workflows, ActionStep includes calendars, contacts, email, tasks, etc. This allows users to assemble HotDocs templates within the application and benefit from automatic mapping between the . Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data. Built in the cloud, with workflow automation at its heart. When records are created or updated in either app, that information will be automatically shared with the other one. Integration features. Actionstep offers legal matter management, client management, document automation, and Microsoft Word integration. Automate. Made with growing mid-sized firms' in mind, Actionstep is ready to scale and evolve with your firm. Document Automation Create document templates and email templates for use within Actionstep. The score for this software has improved over the past month. Document Automation Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors. Actionstep features workflow to define the steps, tasks and timing of any process to increase automation. Actionstep's "secret sauce" is its workflow, which allows you to automate your business, resulting in greater efficiency, lower costs and better quality. Actionstep is built to be a comprehensive practice management software with features for workflow automation as well as automatic document generation. With unlimited scope to evolve & grow, get the freedom to be ambitious. We are a full-service company that provides both the software platform and the template creation service, so you don't have to learn the setup process (such as . HotDocs' pioneering document generation technology provides intelligent interview templates that guide the user through document creation. Lawyers can use it to manage both front-of-house and back-of-house operations in one place. Manage leads, track referrals, get leads submitted directly from your website and share intake forms with prospects. Integrate Actionstep With Outlook . Don't miss. Set up the Actionstep trigger, and make magic happen automatically in Google Docs. Getting started Contact sales@actionstep.com Learn More Automation gives you control Automation, workflow, templates and tasks give you confidence in your process. The practice management system, built in the cloud, with workflow automation at core And integrated accounting Actionstep gets rid of law firm administrivia and simplify how you. 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