Made For Actionstep
Document Import Tool
Our custom-built tool streamlines the process of importing large volumes of files into Actionstep. With this tool, you can upload matter files with ease and efficiency.
- Pause, resume, and stop imports at any time
- Auto-pause during unexpected interruptions
- Download a list of files that encountered errors during import
- Reduce import time by running multiple instances
- View live updates of successfully imported matter files
- Monitor pending files on the Actionstep server in real-time
- Easily delete pending files stuck in processing
- Download lists of pending files.
- Download lists of all successfully imported files.
- Handle large imports without splitting batches
- Process matter file imports faster
- Identify the exact status of each import
- Avoid duplicate file uploads
MatterBoard
MatterBoard enhances matter progression and task management, offering visualized reporting and seamless drag-and-drop functionality. With real-time data synchronization, it provides an efficient and progressive way to use Actionstep.
- Visual Reports
- Interactive Matter Kanban board
- Interactive Task Kanban board
- Create, edit, and complete tasks in Actionstep
- Manage outstanding invoices
- And more
MergeTemps
MergeTemps simplifies advanced document coding by directly syncing with Actionstep. This tool allows you to access all default and custom merge fields in your system, enabling conditional logic, calculations, and format control.
- Default Actionstep Merge Fields
- Custom Participant Merge Fields
- Custom Matter Merge Fields
- Drag-and-drop functionality
- Save Frequently Used Merge Fields
- Live integration with Actionstep
- Includes Merge Field Actionstep Training Tutorials
- Firm-wide access
- And more
Kapture Forms
Kapture elevates Actionstep webforms with intuitive drag-and-drop functionality, allowing you to create custom online forms that integrate directly with Actionstep for automated data entry.
- Drag-and-drop functionality
- Embed custom matter and participant fields
- Easily Share Forms with Unique Generated Links
- Capture submissions and send data directly into Actionstep
- Update Existing Data in Actionstep
- Import file uploads into matter records
- Improve the client intake process
- Eliminate double data entry
- Direct Actionstep integration—no need for intermediaries like Zapier
- And more
