Actionstep Client Intake
Actionstep Client Intake is a cloud-based legal intake software designed to streamline the client onboarding process for law firms. It offers customizable forms, seamless data capture, and automated workflows to enhance efficiency and client satisfaction.
Features
- Customizable, no-code form builder
- Direct data mapping to Actionstep matters, contacts, and documents
- Automated workflows for client onboarding
- Secure client portal for form submissions
- File upload capabilities with automatic folder mapping
- Integration with eSignature providers
- Custom branding options for forms
- 24/7 online accessibility for clients
Categories
Product Details
- Pricing
- Subscription
- Deployment
- Cloud
- Location
- 🇳🇿 Auckland, New Zealand
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