Monthly Archives :

September 2019

Ettinger Consulting, Actionstep, TimeMatters, Clio, Abacus, Amicus, John Rehbein, Beth Ettinger, Certified Actionstep Consultant
A New Client Experience
A New Client Experience 1024 725 John R.

We are thrilled to offer to you a brand new client experience. 

We have spent a lot of time considering what would serve YOU the most effectively.  Our new branding and website is a reflection of those considerations.

Check out the new features of our website.

Ettinger Consulting, Actionstep, Actionstep Consultant, Digital Social Strategist, Roslyn Cassidy, Molly Hall, Hiring and Empowering Solutions
4 Tools to Successful Law Firm Marketing
4 Tools to Successful Law Firm Marketing 1024 725 John R.

This is a fantastic podcast by Digital Social Strategist. We have worked with Roslyn Cassidy for many years and she is brilliant in her field! This podcast is worth a listen on marketing tools and tips for your law firm.

Ettinger Consulting, Digital Social Strategist, Roslyn Cassidy, 4 Tools to Successful Law Firm Marketing
Ettinger Consulting, Actionstep, Actionstep Consultant, John Rehbein, Beth Ettinger, Clio, TimeMatters, Abacus, Amicus, Document Generation, Automated Law Firm, Lawyer, Attorney
Can I generate documents in Actionstep?
Can I generate documents in Actionstep? 1000 1000 John R.

Yes!

Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data. 

Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places.  These work well for most letters and business documents.

For complex documents that require an interview, you can use HotDocs templates directly from within Actionstep.

Schedule a free Discovery Meeting for a demonstration of how simple this is in Actionstep!