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  • Customise and Automate Your Processes

Customise and Automate Your Processes

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Actionstep
  • Updated

 

NOTE: Many of the steps in this Stage are not available on the Express product. If you are currently using Express, either ignore this Stage or select one of the below options:

 

Screen_Shot_2019-07-29_at_10.39.29_AM.png   Screen_Shot_2019-07-29_at_10.39.38_AM.png

 

The goal of this stage is to customize your Actionstep system to make matter management far more streamlined and efficient. Once completed, you will:

  • Have your automatically-populating documents templates entered into Actionstep
  • Be able to set these document templates to automatically generate based on step changes in Actionstep workflows
  • Be able to automatically collect prospect/client information through forms
  • Have the ability to customize data fields & list views

Jump in: 

  1. Document Templates & Automation
  2. Task automation
  3. Automate client intake with webforms
  4. Collaborate with clients using the Client Portal
  5. Additional scenarios & customization
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