Add-ons

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

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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