New Integration A Game-Changer For Law Firm Property Transactions.
Direct Access to Digital Settlements Through Practice Management System Actionstep.
Auckland, 17 May 2021 – Leading practice management software platform, Actionstep, announces its integration with PEXA – Australia’s ground-breaking digital property settlement solution - built by integration partner, Konekta.
The integration allows property lawyers and conveyancers to create and control elements of PEXA workspaces and settlement processes from within Actionstep matters. As another pathway to PEXA, property lawyers and conveyancers stand to gain the benefits and efficiencies of digital settlements through Actionstep with the ability to create workspaces, set settlement date, send invitations and more.
Now live in Queensland, where the majority of the state’s digital settlements are completed online via PEXA, Chris Collinge, Managing Director of By the Rules, said, “Since we started using the new Actionstep integration with PEXA, it’s provided us with 5-6 mins savings per matter. It’s also given us the confidence that once we have captured the correct client data in the matter, this will flow through to the PEXA workspace without us having to re-key the same information and eradicating keying error worries. We recommend any Actionstep user working on property matters gives it a go, they won’t be disappointed!”
Actionstep is a fast-growing, dynamic SaaS business with a global customer base and team, specializing in the delivery of Legal Practice Management software to ambitious mid-size law firms around the globe. Combining CRM, Matter Management, Document Assembly and Management, Time and Billing, Trust and Office Accounting, Reporting and much more in one software platform.
David Hepburn, Actionstep Global President said, "PEXA is the digital settlement solution of choice in the Australian market and we are delighted to make the working lives of thousands of lawyers and conveyancers easier through this integration. This innovative tool, developed by our partner, Konekta, aligns with our core goal at Actionstep - to improve process efficiency at law firms and eliminate time wasted on unnecessary administrative tasks."
PEXA’s world-first, secure digital settlements solution has revolutionized the way property is exchanged in Australia. By providing quicker access to the proceeds of a sale and near real-time tracking on property settlements, PEXA’s customer base of more than 9,000 legal and conveyancing firms and 150+ financial institutions help over 20,000 families a week safely settle their homes.
“Our customers are at the heart of everything we do”, said Lisa Dowie, PEXA Chief Customer Officer. “Our purpose is to transform property experiences for everyone and streamlining the settlement process for our customers and their clients is a priority. However, we don’t do this alone. We work closely and collaboratively with our entire industry to get the right results. We’re excited that our members will be able to access the benefits of PEXA through this new integration with Actionstep and Konekta”.
Konekta provides smart connections for Actionstep and creates seamless access to a range of advanced search and compliance connections between Actionstep and essential industry tools.
If you’d like more information on the integration, you can sign up here for our webinar which will include a quick demo and insights into how the integration can benefit your firm, or visit https://www.actionstep.com/integrations/pexa
Written by The Actionstep Team
Feature Spotlight: Actionstep's Document Automation
September's Feature Spotlight nominated by Sageness, one of Actionstep's Gold Partners, focuses on Document Automation. With Document Automation, Actionstep users supercharge their efficiency to help them reach their law firms goals.Read More
Feature Spotlight: Actionstep Calendars
August's Feature Spotlight, nominated by Document and Data Solutions one of Actionstep's Gold Partners, focuses on Calendars. Calendars help Actionstep users to organize their lives and stay on top of all facets of their law practice and personal life.Read More
Whitepaper: Improving Client Experience Through Technology
Leverage technology to help you create excellent and consistent client experiences.Read More