Integrations

Smarter Drafter + Actionstep

A true two-way integration between practice management and document automation.

“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)

Connected to Actionstep, end to end

Use Actionstep data to generate documents without rekeying.

Pull client and matter data into documents

Keep Actionstep as your source of truth

Sync data and documents both ways

Configured once. Used firm-wide

Use your Actionstep data in every document.

Pre-fill documents with mapped matter data

Connect Actionstep with iManage and Microsoft 365

Support complex matters and high-volume workflows

Secure at every stage

Security matters when working with sensitive client information. Take security risks off the table with our locally-hosted solution.

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Locally-hosted

Hosted onshore, with Microsoft Azure

ISO Certified

Smarter Drafter is certified ISO 27001

Encrypted

Latest version of TLS and data encrypted at rest

Secure

Multifactor authentication keeps your data protected

Let’s talk

Get in touch with one of our automation specialists to organise a quick demonstration of Smarter Drafter.

Book a Demo