{"id":3393,"date":"2024-08-17T00:43:57","date_gmt":"2024-08-17T00:43:57","guid":{"rendered":"https:\/\/www.actionstep.com\/?post_type=features&p=3393"},"modified":"2025-09-23T12:37:33","modified_gmt":"2025-09-23T18:37:33","slug":"template","status":"publish","type":"features","link":"https:\/\/www.actionstep.com\/template\/","title":{"rendered":"Template Management"},"content":{"rendered":"
\n\t
\n\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\"\"\n\t\t\t\t\t<\/picture>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t

\n\t\t\tTemplate Management for Law Firms\t\t<\/h1>\n\t\t\t\t
\n\t\t\t\n\n

Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately than ever before using Actionstep\u2019s template management features.<\/p>\n\n\t\t<\/div>\n\t\t\t

\n\t\tBook a Demo<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n
\n
\n
\n

\n Email templates for law firms <\/h2>\n

\n Communicate with clarity. Automate client emails by creating templates for each matter type to simplify common communications. <\/p>\n Learn More<\/a> <\/div>\n

\n \n
\n

\n Customize your email templates <\/h3>\n

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

\n

\n Automate your emails <\/h3>\n

\n Using Actionstep\u2019s 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. <\/p>\n <\/div>\n\n\n

\n

\n Communicate with clarity <\/h3>\n

\n Automate client emails by creating templates for each matter type to simplify common communications. <\/p>\n <\/div>\n\n <\/div>\n <\/div>\n<\/section>\n\n\n

\n
\n
\n

\n Document templates for law firms <\/h2>\n

\n Generate new documents based on previously set up templates that pull in necessary information from new matters or webforms. <\/p>\n Learn More<\/a> <\/div>\n

\n \n
\n

\n Accounting document templates <\/h3>\n

\n Streamline the document creation process by using templates that are built with insert fields and automatically populate information relating to firm finances.\u00a0\u00a0\u00a0 <\/p>\n <\/div>\n\n\n

\n

\n Trust templates <\/h3>\n

\n Built in templates allow you to create compliant documentation for your trust transactions. You can tailor these templates to match your firms own branding. <\/p>\n <\/div>\n\n\n

\n

\n Check\/Cheque management <\/h3>\n

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

\n
\n
\n
\n

Invoice templates<\/h2>\n
\n Tailor invoice templates to match your firm’s branding and accounting processes. Simply upload it to Actionstep where you can set up merge fields to pull data from Actionstep matters when generating invoices.\u00a0 <\/div>\n Invoice Management<\/a> <\/div>\n
\n \"\" <\/div>\n
<\/div>\n
<\/div>\n
<\/div>\n
<\/div>\n
<\/div>\n
\n \"\" <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\n
\n
\n
\n
\n \"\" <\/div>\n <\/div>\n
\n How Actionstep works for your firm <\/div>\n

\n Who we help<\/strong> <\/h2>\n
\n \n\n

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

\n
\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
\n
\n
\n
\n From the blog <\/div>\n All Articles<\/a> <\/div>\n\n\n