Expanding Actionstep’s document automation capabilities
Smarter Drafter embeds directly within Actionstep, allowing legal teams to automate documents with complete confidence
Matter-driven automation
Access detailed client and matter data from Actionstep Data Collections, including property records, case data, transaction details, and key dates.
Single source of truth
Actionstep remains the central repository for all client and matter data, while Smarter Drafter leverages this data for document automation.
Bi-directional flow
Synchronise data into documents, while also pushing new matter records and finalised documents back into Actionstep.
The Smarter Drafter Certified Partner Network
Handpicked for their expertise as both Smarter Drafter and Actionstep, our Certified Partners have a deep understanding of both solutions. With a seamless integration process and ongoing support to maximise the impact of your document automation, ensure your law firm sees the benefits of automated solutions with a Certified Partner.
From Creation to Capture
Smarter Drafter integrates with Actionstep at every stage of the workflow, ensuring matter-driven automation across your firm.
Field Mapping
Builders configure once, firm-wide users benefit from consistent pre-filled templates.
Multi-record support
Actionstep remains the central repository for all client and matter data, while Smarter Drafter leverages this data for document automation.
Bi-directional flow
Synchronise data into documents, while also pushing new matter records and finalised documents back into Actionstep.
Two-way updates
Push back case details, create new matters, and upload documents directly to Actionstep.
Strategic Technology Platform
Extend your Actionstep investment and enhance efficiency
Broader Legal Tech Ecosystem
Actionstep integration works alongside iManage, Microsoft 365, and other systems in your firm.
Single Source of Truth
Actionstep remains your firm’s data authority, while Smarter Drafter ensures data is surfaced in every document.
Future-proof Automation
Built for scale, supporting complex matter types and high-volume workflows.
"Smarter Drafter’s Actionstep integration is a game-changer. By integrating the matter data in one seamless workflow, firms eliminate rekeying, save time, and deliver higher-quality outcomes for their clients."
Richard Jones, CEO, WorkCloud (Smarter Drafter & Actionstep Reseller Partner)
Secure at every stage
Security matters when working with sensitive client information.
Take security risks off the table with our locally-hosted solution.
Locally-hosted
ISO Certified
ISO 27001