Template Management for Law Firms
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately than ever before using Actionstep’s template management features.
Email templates for law firms
Communicate with clarity. Automate client emails by creating templates for each matter type to simplify common communications.
Learn MoreCustomize your email templates
Customize your email templates with from name, text style, and email signature for all outbound communications. Simply select a template and it will auto populate the predetermined copy into the body of the email.
Automate your emails
Using Actionstep’s powerful document automation technology, you can easily create email templates that will pull live matter data. Plus, keep your staff informed using automatic email workflows when reaching certain steps in the matter.
Communicate with clarity
Automate client emails by creating templates for each matter type to simplify common communications.
Document templates for law firms
Generate new documents based on previously set up templates that bull in necessary information from new matters or webforms.
Learn MoreAccounting document templates
Streamline the document creation process by using templates that are built with insert fields and automatically populate information relating to firm finances.
Trust templates
Built in templates allow you to create compliant documentation for your trust transactions. You can tailor these templates to match your firms own branding.
Check/Cheque management
Streamline check/cheque management effortlessly by using customizable templates for printing on pre-designed check stationery, all seamlessly integrated within Actionstep for convenient and efficient check printing.
Invoice templates
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
