Interact with PEXA without leaving Actionstep.
Built by the Konekta team, the PEXA integration allows you to create and control your PEXA workspace all from within your matter. The integration works using Konekta’s base templates and workflows for NSW, QLD and VIC.
- Interact with PEXA without leaving Actionstep
- Seamless workflow, from matter creation through to settlement
- Improved client security - reduces keying errors and mistakes
- Saves time - on average, 5 mins per matter
- Invite Management feature improves communication with key parties
- Create your PEXA Workspace from Actionstep with validation and prefilling of data from your matter
- Set and maintain settlement date
- Invite Subscribers
- Show Workspace Summary within your matter
- Notifications Management - read notifications within the PEXA Konekta rather than jumping out to PEXA
- Invite Management - accept invites
- Konekta Audit Trail
- Tracks all actions performed by users within PEXA Konekta
- Monitors the automation that PEXA Konekta performs on behalf of the user