Law Firm Client Communications
Stand out from the crowd by providing the best delivery of client communications. Impress clients with automated and personalized email communications that require little effort on your part. Make it easy for clients to receive updates on their matters with communications sent via a secure client portal or SMS.
Communicate with clarity
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Never miss following up with new clients
Stay on top of your new clients by automating communications during the client intake process.
Keep clients informed
Automatically create tasks and reminder communications that will keep clients feeling informed at every stage of their journey with your law firm.
Automate email creation
Create email templates that pull live matter data to generate emails faster using Actionstep’s advanced document automation technology.
Link emails to matters
Keep track of all your communications by linking emails to matters. Each matter has its own inbox and outbox, so you can compose and send new messages directly from the matter, track replies, and send copies to your email inbox.
Simplify communications with a secure chat
Help clients feel prioritized and informed of their cases by communicating and sharing updates, documents, and more with clients through a secure portal. Actionstep’s client portal chat allows you to set up an encrypted communication and document exchange platform for you and your client.
Make getting in touch with your clients effortless
See a record of any text messages sent to clients within Actionstep. You can even integrate with your favorite SMS tools.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
