Actionstep for Word

by ActionstepMicrosoft 365Price not published

Create and edit Actionstep document templates in Word using matter data.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAutomation
UPDATED ON MARKETPLACE
Actionstep for Word — screenshot from the Microsoft Marketplace listing

What it does

Actionstep for Word lets law firms create and edit document templates for different practice areas and client requirements. Matter data can be merged into templates, which can be previewed using matters in the Actionstep system. Templates can be published and shared with a team, while existing team templates can be accessed and edited. An existing Actionstep account is required, and Template Builder is included in the Actionstep subscription.

Key capabilities

from the Microsoft Marketplace listing

Matter data merging

Merges data from a matter directly into a document template.

Template previews

Previews templates using matters in the Actionstep system.

Template sharing

Publishes and shares templates for team use.

Template editing

Provides access to existing templates created by the user and team for editing.

Use cases

  • Law firms can create templates for different practice areas.
  • Templates can be tailored to client, matter, or case details.

Who it's for

Law firms and lawyers.

In the catalog

251 plugins in Microsoft Word · Automation

Price distribution: 9 free, 7 freemium, 143 paid, 92 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft Word
Deployment
Cloud
Pricing
Price not published

More from Actionstep

Similar plugins in Microsoft Word · Automation

View all 251 →

What the vendor says

«Actionstep gives law firms the freedom & tools to evolve & grow. Producing legal documents is a core part of any lawyers' life. Document automation helps the production of high quality legal documents every time (and in less time). But only if you have the right document templates. Actionstep's new template builder …»

Official marketplace listing

Publisher
Actionstep
Updated on marketplace
Facts verified

Tags

legalpracticemanagementlawfirmsoftwareword