Feature Spotlight: Document Storage

Team collaboration on matters

Nominated by Dakota Martin, Product Knowledge Leader at Actionstep, our latest Feature Spotlight helps you to manage your matters with ease.

We asked Dakota 3 questions and here are his responses. We hope you check them out and love the document storage as much as Dakota does!

Why I love it

Actionstep's document storage feature is such a powerful tool, that keeps all your documents in one place and safe in the cloud. It also gives assurance on team collaboration, tracking matters and managing matters. Plus, custom permissions can be set to ensure that documents can only be view by intended parties.

What it does

The document storage feature in Actionstep allows you to store files of any type within your matters with ease using Actionstep’s legal document management feature. Each matter has its own file system, so you can create folders, download documents, and upload them easily with drag-and-drop. 

See a sample image below:

How it makes a difference to law firms

The document storage feature within Actionstep is highly beneficial for law firms as it ensures that your organisation keeps working together, more clarity of matters as you can store and access documents with ease, plus you can track matters and send emails efficiently. Also, you can access versions of your documents. Overall, this leads to increased productivity and better organisation.

Read more: https://intercom.help/actionstep/en/articles/4638861-document-management

Nominate a Feature Spotlight


We are always delighted and occasionally surprised by what our customers really love the most about our system. Different firms use Actionstep in different ways. Identifying Features to spotlight is one of the ways we can share knowledge and business insights with our community of lawyers across the globe.

If you would like to nominate a Feature Spotlight, please email our Communications Team with your idea. We have spot prizes for the most impactful or unusual suggestions!

Written by Actionstep Product Team