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Legal Document Automation

Spend less time drafting legal documents and more time with your clients. Turn your most-used documents into configurable document templates that can be personalized with matter and client data at the click of a button.  

Save time building documents

Avoid re-entering the same data into the same types of documents. Actionstep’s legal document automation features pull live data from your legal matters and inserts it into pre-configured documents with just a few clicks.  
Customize these document templates and their fields to include names, addresses, logos, financial information, and other custom data fields.  

Use accurate document automation

Set up blocks of text that can be added or removed in your final document based on the specifics of the matter.  

Avoid errors drafting legal documents

Actionstep’s document automation capabilities for law firms will detect gender and the number of people in a document to automatically adjust pronouns and the number of signature blocks required making e-signing legal documents effortless.  

Integrate with Microsoft Office

Seamlessly integrate Actionstep with Microsoft Office to open, edit, and save documents within Actionstep’s document automation software directly from Word.  

advanced legal document creation

Builder

Automate the assembly of legal documents without the heavy manual lift. Builder, Actionstep’s document automation add-on module, accelerates document drafting at every stage of a matter.

KEY FEATURES

Easy-to-use template builder for letters, forms, and contracts
Auto-populate documents with real-time matter data
Dynamic logic and conditional fields
Integration with Microsoft Word