Legal Document Management Software
Securely and efficiently access, edit, and store your legal documents with Actionstep’s document management software for law firms.
Actionstep’s legal document management software features
Everything your law firm needs to ensure legal documents are secure and organized.
Safe and secure legal document storage
Store documents, images, audio files, and more within your matters using Actionstep’s bank-grade security. This ensures legal documents can only be viewed by intended parties.
Automatic backups on all your legal documents
Have peace of mind that all your legal documents will automatically be backed up to the cloud.
Scan documents directly into your document management system
Using a scanner capable of sending documents to email addresses, easily scan documents directly into your Actionstep matters.
Easily find files when you need them
Looking for a legal document fast? Use Actionstep’s search functionality to quickly locate any document in your legal document management system.
Your data stays your data
Request a full export of your documents and data at any time, no questions asked. With Actionstep your data remains your data.
Integrate with your favorite document tools
Browse, access, edit, and save documents to Actionstep all from within Microsoft Office. With Actionstep’s email integrations, you can save documents directly to matter folders from your email and quickly send documents out of Actionstep as email attachments.
Integrations with Google Drive, Box, or Dropbox make it easy to access and sync documents stored in these services.
Securely collaborate on documents with clients
Collaborate on legal documents in real-time with clients using Actionstep’s Client Portal. Set up encrypted communications and document exchanges by setting a login for your client with approved permissions so they can upload and download documents securely.
Build legal documents in less time using Actionstep’s Document Automation
Learn MoreDraft legal documents faster with automated templates
Pull live data such as names, addresses, financial information, and logos from your legal matters and insert it into pre-configured documents with just a few clicks.
Reduce repetitive work and improve accuracy
Eliminate re-typing the same fields across documents. Easily enter data once to populate across documents. Smart logic will detect fields like gender and the number of people in a document to automatically adjust pronouns and the number of signature blocks required making e-signing legal documents effortless.
Sync data from within Actionstep
Actionstep users can build legal documents using pre-populated data from our core platform. This helps reduce the risk of errors when populating information into the required documents.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
