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.

    Learn more
  • Deeds

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

    Learn more
  • Employee File

    Manage your employees and recruiting processes.

    Learn more
  • General Matter

    Simplified workflow for a variety of matters.

    Learn more
  • Help Desk

    Delight your clients with this customer support add-on.

    Learn more
  • Insurance Policy Manager

    Keep track of your insurance policies and related documents.

    Learn more
  • Office Procedures Manual

    Manage your firm and remain compliant with SRA, COLP, COPF and more.

    Learn more
  • Password Manager

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

    Learn more
  • Sales / CRM

    Convert more leads into sales using a structured workflow.

    Learn more
  • Simple Estate Planning Workflow

    Manage your estate planning matters with this simple workflow.

    Learn more