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!

Leave a Reply

Your email address will not be published.

Privacy Preferences

When you visit our website, it may store information through your browser from specific services, usually in the form of cookies. Here you can change your Privacy preferences. It is worth noting that blocking some types of cookies may impact your experience on our website and the services we are able to offer.

Click to enable/disable Google Analytics tracking code.
Click to enable/disable Google Fonts.
Click to enable/disable Google Maps.
Click to enable/disable video embeds.
Ettinger Consulting uses our own and third-party cookies to improve your experience and our services and to analyze the use of our website. If you continue to browse our website, we take that to mean that you accept their use.