How law firms automate client intake and document generation with Actionstep and Josef

For law firms on Actionstep, Josef makes a powerful platform even more powerful.

Together, we give law firms a way to build automated, self-service tools that help you grow profitability, delight more clients and retain top talent.  

What the Josef and Actionstep integration enables

Josef helps legal and compliance teams build tools that can handle everything from workflows like intake, generating documents to answering repetitive FAQs.

When connected with Actionstep, the data captured from these tools flows straight into your practice management system automatically.

Out of the box, Josef can push data into Actionstep in various ways. Examples include:

• Creating new matters
• Creating or updating individual and company contacts
• Adding contacts to matters
• Creating tasks

It works in the other direction too.

Josef can pull existing data from Actionstep into your tools to pre-fill information, personalize the client experience, and generate documents from details you already hold.

How we help law firms together

Together Josef and Actionstep help teams spends less time on coordination and more time on legal work at hand.

• Clients get a better experience. A polished, guided intake tool (on your website or sent directly to clients) sets the right tone from the very first touchpoint.
• Data moves accurately. Information entered once in a Josef tool arrives in Actionstep mapped to the right fields, every time. You don’t have to do anything twice!
• Matters get opened faster. From the moment a client completes a tool, the relevant records in Actionstep are ready to go.

If you’re handling high volumes of similar matters (conveyancing, family law, employment, commercial), the impact can compound quickly.

Every completed Josef tool means one less matter to open manually, one less contact to create, one less document to file by hand.

What firms say about Actionstep and Josef

Will Elder, Partner at the boutique law firm Phillips & Wilkins, said: “Linking with Actionstep was the whiz-bang thing we were really pleased with. The client keys in the information once, and it flows through. We don’t have to touch it again.”

That’s the idea. Build a guided, self-service tool your clients and team actually want to use. Let the Josef and Actionstep do the rest.

Out-of-the-box vs custom builds

Josef’s out-of-the-box integration with Actionstep covers your most common workflows: matter creation, contact management, task creation, and document filing.

For more complex workflows, our Professional Services team are hand to bring custom builds to life. All you’d need to do share your workflow with us and we’ll help you explore your options!