Actionstep

Work on the Go - Blog Post - Actionstep, Ettinger Consulting, TimeMatter, Legal Software, Workflow, Law Firm, John Rehbein, Beth Etthinger
Document Storage and Management in Actionstep
Document Storage and Management in Actionstep 1000 1000 Ettinger Tech, LLC

People always ask if Actionstep Legal Software stores documents or only links to them.

Actionstep stores your documents allowing you to access them on any device, in any location, at any time and all you need is an internet connection.

The workflow storage system inside of Actionstep is a drag-and-drop tool making managing your documents easy. They also are fully integrated with Outlook, Word, Excel, and PowerPoint.

Actionstep also stores your data and documents in several locations around the world so you never lose your information. They use bank-grade security, keeping your files encrypted and custom permissions ensure that documents can only be viewed by whom you choose.

Now’s your chance. We always offer free Webinars to show you the benefits of Actionstep.

Register Today!

Attendance is limited to 20 participants per webinar.

Free Webinar, Actionstep, Ettinger Consulting, John Rehbein, Beth Ettinger
Actionstep Demo Webinar
Actionstep Demo Webinar 1000 1000 Ettinger Tech, LLC

Have you been curious as to what all the hype over Actionstep is about?

Now’s your chance. We are hosting a FREE ACTIONSTEP DEMO WEBINAR to show you how Actionstep can benefit your company or firm.

Register Today!

Attendance is limited to 20 participants per webinar.

Free Webinar, Actionstep, Ettinger Consulting, John Rehbein, Beth Ettinger
A quick Actionstep overview (2:24)
Ettinger-Consulting, Actionstep,-Actionstep-Consultant,-Webforms,-Digital-Social-Strategist,-Roslyn-Cassidy,-Molly-Hall,-Hiring-and-Empowering-Solutions
Actionstep Webforms: Letting your clients do some of the work
Actionstep Webforms: Letting your clients do some of the work 1024 725 Ettinger Tech, LLC

Did you know that your Actionstep platform has a tool to build forms for your website?

You can use the fields you already have in Actionstep to build a custom Webform to place on your website.

Your clients fill out the information on your website and then you simply process the data directly into your Actionstep system! No more data entry for new clients! This is also a fantastic tool for Help Desk tickets.

Watch how Actionstep Webforms work in this quick preview video (4:13) and then schedule your free Discovery Meeting to learn how Actionstep can benefit your firm.

Creating Webforms in Actionstep System

Schedule your free Discovery Meeting to learn more…

Free Discovery Meeting, Actionstep, Actionstep Consultant, Ettinger Consulting
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 Ettinger Tech, LLC

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!