Builder for Actionstep

Gold Certified Partner

Super advanced Document Templates for Actionstep

While we already loved Actionstep’s built in document template system, they have now added Builder - an add-on product with the ability to do just about anything you might have looked at elsewhere, directly connected to your Actionstep data. Interviews, multiple documents at once, form fillable PDFs, easy to make conditionals, and tons of advanced logic possibilities under the hood.

Certified Consultant

We have been working closely with Builder from the start, meeting with the developers weekly as they worked to create the software and we helped migrate the first clients over to Builder from HotDocs.

We’d love to help you evaluate and move to Builder, whether you want to learn how to do most of the work yourself or want us to do it all for you, we’ll meet you where you need us as you use Builder to make better documents faster.

Actionstep Support & Implementation Services

Let us help you dial in Actionstep to be everything you are hoping it will be. We can do anything from a quick nearly overnight build to get a solo practitioner up and running to an extensive build with complex workflows, automation, and Zapier integrations to your other tools.

  • Save time

    Workflows, templates, and automated tasks/reminders all help make it easy for your team to focus on doing great work quickly. Stop writing the same email over and over or manually tweaking a template. With Actionstep, we can pull in almost any data from their files into word documents or emails in just a couple clicks.


  • Happier Clients

    Actionstep makes it easy to keep your clients informed and make sure anyone in the office can answer basic questions and seem informed. Your clients will feel like the whole office is ready to help them.

  • Secure and Accessible

    Actionstep can be accessed by you and your attorneys anywhere with internet, anytime.

    At the same time, you can restrict other access if needed, with very granular options (For instance, you could give your front desk access to only basic files, only during business hours, and only from the office).

    All data is stored on Amazon servers near you, fully encrypted at all times.


  • Visibility

    Custom views let you know at a glance where all your cases are, details of those cases, and financial status. Don’t waste your time looking for answers, get them in a click or even emailed to you on whatever schedule you want.

  • Reduce Errors

    Actionstep makes it easy to keep your clients informed and make sure anyone in the office can answer basic questions and seem informed. Your clients will feel like the whole office is ready to help them.

  • Integrate seamlessly

    Actionstep has built in integrations with google and outlook calendars, numerous other software options, and, with Zapier, just about anything else your firm uses. With custom API hooks available, if it doesn’t already connect, a connection can be built.

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Questions or Ready to Start?

Let us help you figure out what software is the right option for you.

Let us help you dial in your software to be everything you are hoping it will be. Of course, we’ll start with figuring out which software you need, but we can do very quick builds for small firms who need something yesterday.