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ActionStep customers have never had so many great options for advanced document automation!

Posted by Gene Turner on 09-Sep-2024 08:47:38

If you are an ActionStep customer or are considering ActionStep as an option to replace your legacy practice management system, you will likely be very interested in a number of new options that are available for ActionStep customers to create the type of complex legal documents that law firms are going to need to be able to create in an era when anyone will be able to access some form of AI to create documents. Differentiation in this area will be increasingly valuable.

The ability to create more complex legal documents has been a key gap in most practice management systems we have looked at. While most practice management system providers market their solutions as having document automation, it falls far short of what we know is possible with specialist tools. Being able to merge names, addresses, and dates is not advanced document automation!

We can see that ActionStep now has at least three good new options, which should be a strong differentiating factor for firms considering a switch. Even if you’ve looked at ActionStep before and it wasn’t the right fit at that time, it may be time for a fresh look.

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Topics: Document Automation, Legal Technology, Document Assembly, Law Firm Management, HotDocs Advance, Legal Automation, Matter Management, Law Firm Strategy, Law Firm Profitability, HotDocs, NetDocuments, ActionStep, PatternBuilder

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