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. Document Automation Create document templates and email templates for use within Actionstep. Document Templates - Ask An Expert Webinar. Modern firms eliminate waste from their processes through technology and automation. +17708881940 [email protected] About Us Document & Data Solutions specializes in the automation of common tasks your company deals with every day. . 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. What is Actionstep? Actionstep Templates. No credit card is necessary to try Actionstep. Actionstep is a Legal Practice Management Solution for Law firms. . Built-in Document & Process Automation . Built in the cloud, with workflow automation at its heart. Documate is a no-code platform for document automation and building expert systems. 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. Once your document has been created, it is automatically saved into the correct matter folder. Legal automation & workflow software built to streamline legal processes and tasks throughout your law firm. Suitable for any firm size (or practice area) it includes matter management, time billing and integrated accounting. Integration features. Zapier's automation tools make it easy to connect Actionstep and Google Docs. Step 1. ActionStep also offers pre-configured Workflows for other popular practice areas with more in development. Talk To Our Team Our product specialists would love to show you Actionstep.in action! Website https://www.actionstep.com CEO Ted Jordan Social Media Year Founded 2004 Automation, workflow, templates and tasks give you confidence in your process Scanning into Actionstep. Actionstep is a Legal Practice Management Solution for Law firms. The flexible platform provides a complete firm management system for every step of your journey as a law firm. Manage leads, track referrals, get leads submitted directly from your website and share intake forms with prospects. Automate. Documents Actionstep's document management and automation system helps you stay on top of your paperwork. Create, send, track, and eSign client-facing documents designed to win more business. Actionstep is a flexible, easy to use software platform for ambitious law firms. Actionstep is a flexible all-in-one, cloud-based practice management software for growing mid-size law firms. Ask An Expert. You can't add more . Built in the cloud, with workflow at its heart.. What is Actionstep? Sign in with Microsoft Sign in with Google. Actionstep is a complete legal practice management system, built in the cloud, with . Save Time With Superior Document Management Our legal software helps you assemble & organize your paperwork to reduce errors & save time. The Actionstep API allows programmatic access to documents and . organized by client and matter, syncing with Google Apps and Microsoft Exchange, document assembly, and document management among other features. Automatically generate PDF and Word DOCX documents merged with data from online web services. All-In-One Legal Software For Law Firms USA: 800 257 4042 3425 W Leigh Street, Richmond, VA 23230 [email protected] Go to Action Step Login website using the links below ; Step 2. Ask Me Anything - Ask An Expert. Only Actionstep provides a flexible workflow to guide your legal matters through a journey to conclusion. . . 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. 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 About PandaDoc PandaDoc is an all-in-one software that streamlines your sales workflows. On the other hand, for user satisfaction, ActionStep earned 100%, while Clio earned 97%. Built-in Document & Process Automation . 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. What is Celant Document Automation Engine? HotDocs' pioneering document generation technology provides intelligent interview templates that guide the user through document creation. About Formstack Documents Introducing Formstack Documents, formerly WebMerge. Starting Cost: Custom Pros This is based on user satisfaction (76/100), press buzz (44/100), and other relevant information on Actionstep gathered from around the web. 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. Actionstep Awards. Team Members Stewart Lynn Partner Nick Jankovsky VICE PRESIDENT First Name Last Name 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 doesn't offer any free plans, but a trial that allows you to try the solution before opting for a paid subscription. 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. Make manual data entry a thing of the past by syncing contacts between HubSpot and Actionstep. 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. Use our pre-built workflows or build your own step-by-step process to suit your practice. So you always have the headspace and time to serve your clients well. Users can automate administrative practice workflows with extensive control over each step of the process. Accounting Add-ons and Integrations Calendar Actionstep's Automation Tools - Ask An Expert Webinar. Below is an overview of the main pricing plans Actionstep offers. Includes workflow and document automation Pre-packaged workflow and document templates that can be installed into your existing Actionstep system. When records are created or updated in either app, that information will be automatically shared with the other one. Read! Actionstep has 3 product plans to deliver the best experience and value to firms of all shapes and sizes. Triggers when a new document is added to a specific folder (but not its subfolders). Password. Trigger. Time Saving | Automation & Workflow Software . You can set up a one- or two-way sync, which means you can either sync data . . Actionstep offers workflow features to define the steps, tasks and timing of any process to increase automation. Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Microsoft Word Plugin. Email. These work well for most letters and business documents. Why We Love Document Automation Actionstep is a Legal Practice Management Solution for Law firms. Check out Actionstep's trial below. Actionstep's flexible configuration . For overall quality and performance, ActionStep scored 8.7, while Clio scored 9.4. The Actionstep API allows programmatic access to documents and . Integrate Actionstep With Outlook . Enter your Username and Password and click on Log In Set up the Actionstep trigger, and make magic happen automatically in Documate. 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. Document Automation & Management 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. Tailored workflows for all your practice areas. For those that are not already aware of Actionstep, it has everything you need to run your law firm. Getting started Contact [email protected] Learn more Similar apps Formstack Documents Documents Quip Documents DocSend Ads & Conversion Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places. Payment Processing. Below it's also possible to verify their functions, terms, plans, etc. Document Assembly & Storage, Time & Billing, Client & Office Accounting, Reporting and much more. Automate manual, time-consuming tasks like document generation with the click of a button, auto-assign tasks and next steps in a matter. Actionstep is the perfect platform for small-mid-size law firms who want to modernize. 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). Additionally, check if the software can integrate with the company's current business apps to . Enter your work details below to learn more! Come try it. Document Automation. It gives you a centralized repository so you can easily share documents with other members of your team and with clients. Save Time. Actionstep is a complete legal practice management system, built in the cloud, with automation at its heart. Actionstep transforms law firm productivity at every step. Sign in to your account. Document Management. Actionstep is a powerful cloud-based legal practice & case management software with everything you need to run your entire law firm. We are experts in the fields of Document Automation and Practice Management software, specifically Time Matters, HotDocs, XpressDox, Actionstep, NetDocuments and PCLaw. Don't miss. With this integration, your firm can link NetDocument workspaces to corresponding matters in Actionstep. Web-based platform to automate production of legal documents for various use cases, including for lending, leasing and legal industries. Scheduled. Document Automation Generate ready-to-send documents and emails in seconds with Actionstep's document assembly feature. The Actionstep API enables developers to integrate legal practice management with their applications. Automatically generate PDF and Word DOCX documents merged with data from online web services. Example of the matter type we have designed are available for purchase through the actionstep store. Increase your firm's efficiency, profitability and quality by leveraging Actionstep's workflow and document automation features. Client Management, Document Automation, Matter Management, Billing and much more all in one place. Actionstep is built to be a comprehensive practice management software with features for workflow automation as well as automatic document generation. 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. 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. Document Management. Actionstep offers matter management, client management, document automation, and Microsoft Word automation. Personalizing Your Actionstep System - Ask An Expert. Actionstep combines CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more in one software platform. . Actionstep combines CRM, matter management, document assembly and management, time and billing, client and office accounting, automation and reporting. 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. With unlimited scope to evolve & grow, get the freedom to be ambitious. These work well for most letters and business documents. Avoid re-entering the same data and save potentially hundreds of hours per year. Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places. We support Actionstep and Clio legal software customizations. All-In-One Legal Software For Law Firms USA: 800 257 4042 3425 W Leigh Street, Richmond, VA 23230 [email protected] File Management & Storage; Get started for free. Actionstep's complete legal practice management system has unlimited scope to scale & evolve - taking you every step of your journey as a law firm. Learn More. Actionstep features workflow to define the steps, tasks and timing of any process to increase automation. 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. Actionstep offers legal matter management, client management, document automation, and Microsoft Word integration. Actionstep gets rid of law firm administrivia and simplifies how you work. They also are fully integrated with Outlook, Word, Excel, and PowerPoint. Actionstep (Redirected from ActionStep) Actionstep is a cloud-based legal practice management software for law firms and compliance-focused businesses. Related categories. Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Workflow, templates, and task automation give you confidence in your processes. Actionstep is cloud-based Law Practice Management Software (LPMS) for law firms with 1-50 users looking for an all-in-one product. Denim provide matter design and document automation services. Put your clients at the center of everything you do with Actionstep's adaptable, all-in-one practice management software for modern law firms. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money. NetDocuments is a document management platform that lets you access your documents from anywhere, including mobile devices. The score for this software has improved over the past month. So you always have the headspace and time to serve your clients well. We are pretty great at what we do. Actionstep is a powerful cloud-based legal practice management software with everything you need to run your entire law firm. 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 . By bringing together client relationship management, matter management, billing & trust accounting, document automation & storage, time tracking, and reporting in one software solution, Actionstep . The flexible platform provides a complete firm management system for every step of your journey as a law firm. Let me give you a short tutorial. Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more. You're in control of your data. Use customized workflows to manage your client engagements. Actionstep - DBC Partners LLC What is Actionstep? During the 20 minute webinar, you will learn -. NetDocuments comprehensive integration with Actionstep gives Actionstep users even more document automation & management functionality right at the heart of your practice management system. An all-in-one platform, Actionstep helps you manage your firm end-to-end with total oversight and better collaboration. Feature Spotlight: Actionstep's 'Document Automation' Supercharge Your Efficiency Increasing efficiency is a continual goal. 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. Actionstep document and email templates utilize data fields in contacts, matters and read more Document Automation Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money. They can work with you on workflow design, document automation, data migration, Actionstep configuration and staff training. About Formstack Documents Introducing Formstack Documents, formerly WebMerge. The scores and ratings give you an overall idea how these two software products perform. Even better, Actionstep has powerful automation features such as workflow and document generation. Learn More Document Management Integrates with Microsoft Office . Yes! Talk To Our Team Our product specialists would love to show you Actionstep.in action! 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. . 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. With document management at its core, the Actionstep software is designed to improve workflows for all levels of . to find out which application will be more suitable for your company. Our team will advise on the best partner for your firm based on project scope and timing. Actionstep has integrated directly with HotDocs Cloud Services. This type of software is a must-have for any remote, paperless practice. Create task templates, attach documents, set text reminders and perform delegation . Get a quote Document Automation (3) Marketing (1) News (1) Tips and Tricks (2) ABOUT US. Zapier's automation tools make it easy to connect Actionstep and Documate. Track deadlines Document Versioning. Actionstep is a cloud-based legal practice management software for law firms and compliance-focused businesses. Document Preferences. Actionstep currently scores 83/100 in the Practice Management category. Come try it. It offers a user-friendly and easily accessible solution with superior workflow and document automation. Set up the Actionstep trigger, and make magic happen automatically in Google Docs. By building and uploading your own templates in Actionstep, you can easily generate documents that are pre-populated with relevant contact and matter information. Our consultants are highly experienced in legal practice management and go through an Actionstep certification process. It is scalable and easy to use with drag-and-drop functionality. Actionstep uses customized workflow to get rid of law firm administrivia and simplify how you work. This allows users to assemble HotDocs templates within the application and benefit from automatic mapping between the . Lawyers can use it to manage both front-of-house and back-of-house operations in one place. Task Management. Actionstep's "secret sauce" is its workflow, which allows you to automate your business, resulting in greater efficiency, lower costs and better quality. Actionstep gets rid of law firm administrivia and simplifies how you work. Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data. It's free. How to login easier? Made with growing mid-sized firms' in mind, Actionstep is ready to scale and evolve with your firm. In addition to its Workflows, ActionStep includes calendars, contacts, email, tasks, etc. We invite you to join our webinar (presented by Ed Watts, CEO of InfoTrack and Ted Jordan, Founder and CEO of 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. Document Templates & Automation. With the Microsoft Outlook Add-on, you can utilize email templates from Actionstep within your Outlook in-box! 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. Set Yourself Up For Success With CRM and Marketing - Ask An Expert Webinar. Save Time With Superior Document Management Our legal software helps you assemble & organize your paperwork to reduce errors & save time. Promotes Better Teamwork Automate your workflows, templates tasks. Actionstep offers trial/premium subscriptions with paid plans starting from $49.00/month. Control and maintain your process throughout your firm. By minimizing time spent on admin, Actionstep saves time and money for lawyers who seek to maximize billable time. Document Management & Automation. Learn More Automation gives you control Automation, workflow, templates and tasks give you confidence in your process. The Actionstep API enables developers to integrate a legal practice management system with their applications. The packages form a basis of practice and can be further customised for each firm. Power your firm. 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. Actionstep is a comprehensive, web-based legal practice management solution that helps law professionals manage their practice by providing critical tools such as workflow, email, calendar, reporting, time . Saving Google Drive Documents to Actionstep Matters.
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