Capture
Smarter forms, smarter data collection.
Don’t settle for non-legal, generic options that don’t understand your firm’s workflows and can’t map your custom data fields.
Capture, Actionstep’s smarter forms for intake and data collection, makes it easy to onboard clients and collect details to enrich matters while eliminating the manual, error-prone, and difficult to scale data collection processes that hold firms back.
Fast. Accurate. Effortless.
That’s Capture.
Watch the short video below to see how easy it can be to build a form using Capture.
Elevate your practice with Capture
Capture doesn’t just improve intake—it strengthens your reputation, reduces risk, and helps your practice grow sustainably.
Build no-code, branded forms in minutes
Turn your firm’s logo, fonts, and colors into polished, embeddable web forms with email sharing options.
One-click imports & matter data automation
Reclaim staff hours by reducing time spent on manual admin work. Accelerate client onboarding and customer data collection with responses mapping directly to the accurate Actionstep matters.
File uploads with automatic folder mapping
Reduce compliance risk with accurate data capture form forms and file uploads that map to matters for clean, audit-ready records.
24/7 online accessibility for clients
Support clients with file uploads, eSignatures, and save-for-later options.
Inefficiencies that Capture solves
Ditch non-legal, generic data collection that cause firms to struggle with:
- Collecting information for cases through PDFs, email, and excel sheets wasting precious time.
- Errors and rework from disconnected forms or third-party tools that create compliance risks.
- Unprofessional client touchpoints that hurt credibility and reduce conversion.
- Limited scalability impacting growth and often requiring more staff time, not smarter systems.
The result? Slower matter initiation, higher costs, frustrated clients, and missed opportunities.
The Capture difference
Capture is purpose-built for Actionstep, not bolted on through APIs or generic form builders.
By adding Capture to Actionstep Practice Management your data collection process becomes:
- Fast – Automate data collection and mapping, reducing processing time dramatically.
- Accurate – Eliminate double entry and maintain complete, error-free records within Actionstep matters.
- Professional – Deliver polished forms and embed webforms on your firm’s website.
- Scalable – Capture leads 24/7 without adding staff or increasing overhead.
From form to matter
How Capture works.
1. Create your form
Build branded, no-code forms directly in Actionstep.
2. Send or embed
Share via email or embed the form on your website.
3. Clients complete & submit
Clients (current or new) enter details, upload files, and e-sign securely.
4. Data auto-maps to matters
Capture populates your Actionstep fields instantly to matters and stores forms in one location to easily manage.
Clean, uniform data is the foundation of your firm’s practice management system
Data collection through advanced forms becomes a seamless, professional step, setting the tone for client relationships.
