{"id":2148,"date":"2020-09-21T06:52:40","date_gmt":"2020-09-21T06:52:40","guid":{"rendered":"http:\/\/actionstep.com\/features\/document-management\/"},"modified":"2025-06-17T09:28:17","modified_gmt":"2025-06-17T15:28:17","slug":"document-management","status":"publish","type":"features","link":"https:\/\/www.actionstep.com\/document-management\/","title":{"rendered":"Document Management"},"content":{"rendered":"
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\n\t\t\tLegal Document Management Software\t\t<\/h1>\n\t\t\t\t
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Securely and efficiently access, edit, and store your legal documents with Actionstep\u2019s document management software for law firms.  <\/p>\n\n\t\t<\/div>\n\t\t\t

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\n Actionstep\u2019s legal document management software features <\/h2>\n

\n Everything your law firm needs to ensure legal documents are secure and organized.\u00a0\u00a0 <\/p>\n <\/div>\n

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\n Safe and secure legal document storage <\/h3>\n

\n Store documents, images, audio files, and more within your matters using Actionstep\u2019s bank-grade security. This ensures legal documents can only be viewed by intended parties.\u00a0\u00a0 <\/p>\n <\/div>\n\n\n

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\n Automatic backups on all your legal documents <\/h3>\n

\n Have peace of mind that all your legal documents will automatically be backed up to the cloud.\u00a0\u00a0 <\/p>\n <\/div>\n\n\n

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\n Scan documents directly into your document management system <\/h3>\n

\n Using a scanner capable of sending documents to email addresses, easily scan documents directly into your Actionstep matters.\u00a0\u00a0 <\/p>\n <\/div>\n\n\n

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\n Easily find files when you need them <\/h3>\n

\n Looking for a legal document fast? Use Actionstep\u2019s search functionality to quickly locate any document in your legal document management system.\u00a0\u00a0 <\/p>\n <\/div>\n\n <\/div>\n <\/div>\n<\/section>\n\n\n

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\n Your data stays your data <\/h2>\n
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Request a full export of your documents and data at any time, no questions asked. With Actionstep your data remains your data.  <\/p>\n\n <\/div>\n Data Management<\/a> <\/div>\n <\/div>\n<\/section>\n\n\n

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\n Integrate with your favorite document tools <\/h2>\n
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Browse, access, edit, and save documents to Actionstep all from within Microsoft Office. With Actionstep\u2019s email integrations, you can save documents directly to matter folders from your email and quickly send documents out of Actionstep as email attachments.  <\/p>\n\n\n\n

Integrations with Google Drive, Box, or Dropbox make it easy to access and sync documents stored in these services.  <\/p>\n\n <\/div>\n View Integrations<\/a> <\/div>\n <\/div>\n<\/section>\n\n\n

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\n Securely collaborate on documents with clients <\/h2>\n
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Collaborate on legal documents in real-time with clients using Actionstep\u2019s 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.  <\/p>\n\n <\/div>\n Client Portal<\/a> <\/div>\n <\/div>\n<\/section>\n\n\n

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\n Build legal documents in less time using Actionstep\u2019s Document Automation <\/h2>\n Learn More<\/a> <\/div>\n
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\n Draft legal documents faster with automated templates <\/h3>\n

\n 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.\u00a0\u00a0\u00a0 <\/p>\n <\/div>\n\n\n

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\n Reduce repetitive work and improve accuracy <\/h3>\n

\n 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.\u00a0\u00a0\u00a0 <\/p>\n <\/div>\n\n\n

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\n Sync data from within Actionstep <\/h3>\n

\n 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.\u00a0\u00a0 <\/p>\n <\/div>\n\n <\/div>\n <\/div>\n<\/section>\n\n\n\n

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\n legal document creation <\/div>\n

\n Builder <\/h2>\n
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Automate the assembly of legal documents without the heavy manual lift. Builder, Actionstep\u2019s document automation add-on module, accelerates document drafting at every stage of a matter.<\/p>\n\n\n\n

KEY FEATURES<\/strong><\/p>\n\n\n\n

Easy-to-use template builder for letters, forms, and contracts
Auto-populate documents with real-time matter data
Dynamic logic and conditional fields
Integration with Microsoft Word<\/p>\n\n <\/div>\n

\n Explore Builder<\/a> Book a Demo<\/a> <\/div>\n <\/div>\n
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\n How Actionstep works for your firm <\/div>\n

\n Who we help<\/strong> <\/h2>\n
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Take control of your firm\u2019s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.  <\/p>\n\n <\/div>\n

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\n Mixed Practice Law<\/a> Bankruptcy Law<\/a> Business & Commercial Law<\/a> Criminal Defense Law<\/a> Employment Law<\/a> Estate Planning Law<\/a> Family Law<\/a> Immigration Law<\/a> Intellectual Property Law<\/a> Litigation & Dispute Resolution<\/a> Personal Injury Law<\/a> Real Estate Law<\/a> Tax Law<\/a> Banking & Finance Law<\/a> All Practice Areas<\/a> <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\n
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\n From the blog <\/div>\n All Articles<\/a> <\/div>\n\n\n