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.

Although HotDocs Advance has been out for around five years, I know many organisations have not yet migrated across from HotDocs Classic.

There are many reasons for this, including:

• not understanding HotDocs Advance's full potential to go further than Classic and create more valuable solutions. With the world's most powerful document automation solution, you can do better-quality work much faster. You can support more clients without the cost of adding more staff, and you can charge higher fees for less time.
• Accessing HotDocs Classic via an integration such as ActionStep, where an integration with HotDocs Advance has not, until recently, been easily available.

However, from what I have observed, many more practical issues hold firms back. I summarise these and options for dealing with them below. For firms that are using ActionStep and who would like to integrate with HotDocs Advance, I share an exciting update on that below as well.

In the process of re-shooting some help videos for our website, I was reminded just how far HotDocs has come in the past few years from their previous "HotDocs Classic" products to the new HotDocs Advance suite.