Add-ons

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

Add-ons
  • AML

    Store key information to help you stay compliant with AML regulations.

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  • Asset Register

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

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  • Barrister

    Document templates and preset workflows make this add-on the ultimate time saver.

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  • Conveyancing

    Based on the Property Transactions and E-Dealing practice guidelines.

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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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  • EPoA

    Enduring Powers of Attorney in relation to property, personal care, and welfare.

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  • GDPR Manager

    Manage your client’s personal information to comply with GDPR European regulations.

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  • General Matter

    Simplified 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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  • In-House Counsel

    A simple, effective workflow to help manage different types of in-house legal matters.

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  • Insurance Policy Manager

    Keep track of your insurance policies and related documents.

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  • Lease Management

    Record all required information when working on a Lease Management matter.

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  • Password Manager

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

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  • Sales / CRM

    Convert more leads into sales using a structured workflow.

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  • Simple Estate Planning Workflow

    Manage your estate planning matters with this simple workflow.

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