Document Management

ActionStep's document management system provides a benchmark in the industry for accessibility, ease of data retrieval and time efficiency.

 

The key features of ActionStep's document management include:

 

  • Store scanned documents and all other computer files in the matter.
  • Organise documents into folders, view and download, or email from within the matter.
  • Automatically generate documents using client and matter data combined with preconfigured templates.
  • Maintain template revisions internally to enhance turnaround time and reduce costs.

 

The Workflow solution for the legal profession does included preconfigured document templates built to meet industry requirements. The templates can be in excess of 20 pages and consists of hundreds of merge fields. Importantly, firms wanting to use ActionStep are given the opportunity to review the template list to ensure suitability before going live. 
 
Customised templates are available on request.