Actionstep Connector

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We design and build custom and industry-leading integrations that combine your favourite software so that you can get work done. Interested? Contact us for a free consultation.

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Actionstep Connector

Automatically upload signed contracts from your E-signing platform to Actionstep to capture disbursements efficiently and accurately.

Using our E-signing to ActionStep Connector, you can download signed documents directly to a Matter inside Actionstep. This creates a cost disbursement entry.
 

Sounds great, but how does it work?

Step 1

Users will upload their documents to their E-signing platform for signing. They must include the Matter ID that they want the document, certificate or disbursement entry to be applied to.

Step 2

When their customer signs the document, the completed version and certificate will be uploaded directly to the Matter in Actionstep, along with a disbursement entry for the transaction.

Service Summary

Document Signing

Automatic uploads of signed contracts

Pricing Package

Make the Best Software Solution Decision

Monthly

Yearly

Basic

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$1500

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/monthly

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Basic

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$1500

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from $1500

Standard

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$3000

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/monthly

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Standard

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$3000

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/monthly

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from $1500

Premium

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$3000

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/monthly

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Premium

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$3000

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/monthly

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from $1500