Automate client intake withย web-forms

Nominated by James Shorey, Customer Growth Team Lead at Actionstep UK, our latest Feature Spotlight helps accelerate your client intake and deliver a great first impression.

We asked James 3 questions and here are his responses. We hope you check them out and love Web-forms as much as James does!

Why I love it

Actionstep's Web-forms features is a fantastic data capture tool for lawyers to track and keep a record of client information when starting a case. It vastly reduces time spent creating new cases and itโ€™s fully customisable to capture any type of information.

What it does

Webforms help to receive information from new inquiries to auto-populate new contact and matter records.

When a prospect submits a webform, instant alert emails are sent out to relevant staff ensuring that no important information is missed. Submissions are automatically monitored once a form has been submitted and until it has been processed and responded. Response times are measured, increasing the chance of securing new clients.

Read more about web-forms >>โ€‹

How it makes a difference to law firms

Webforms are highly beneficial and time-saving as data entry is collected online, giving staff more headspace to focus on other valued work. Also, it enables clients to reach out to a firm at any time.

Plus, it's quick to process and when built-in with workflow it can help automate client interactions, leading to increased productivity.

Read more: https://support.actionstep.com/hc/en-us/articles/360026249073โ€‹

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