Add-ons

Make your Actionstep system even more powerful with these customized workflows and handy tools.

Add-ons
  • Asset Register

    Keep track of all the "stuff" your business owns.

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  • CRM - Prospecting

    Follow prospects from initial inquiry through to their engagement decision.

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  • Deeds

    Deeds Management, with reminders and Secure Document Exchange (SDX).

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  • Employee File

    Manage your employees and recruiting processes.

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  • Estate Planning

    Track deadlines, and utilize document automation and auto-assigned tasks to decrease administrative time and reduce errors.

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  • General Matter

    Simple workflow for a variety of matters.

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  • Help Desk

    Delight your clients with this customer support add-on.

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  • Insurance Policy Manager

    Keep track of your insurance policies and related documents.

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  • Medicaid

    Gather information, track status, appeals, and recertification for a Medicaid application.

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  • Password Manager

    A secure repository to store all your password and login details.

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  • Probate

    Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.

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  • Sales / CRM

    Convert more leads into sales using a structured workflow.

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  • Seminar

    Track attendee registrations, gather data and follow-up, and maintain ROI for each event.

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  • Simple Estate Planning Workflow

    Manage your estate planning matters with this simple workflow.

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  • Social Security Disability

    Track important data, deadlines, hearing dates, appeals & more, on Claimant's work history and health.

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  • Trust Administration

    Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.

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