Actionstep Integration (new: sync into roles)

We've enhanced the integration with Actionstep.

Now it's possible to pick exactly which participant role each contact gets synced to on the matter in Actionstep.

Here's a quick example of how this works:

What does it support?

You can let your clients fill in the questionnaire in DecisionVault - capturing their contact info, and information about their children and other relatives, and filling in the financial inventory.

Then you can link the DecisionVault matter to the corresponding matter in Actionstep (or create one), and let the sync create/update the contacts in Actionstep.


Learn more

For a full overview of how DecisionVault helps your practice - attend one of our weekly webinars (either live or on-demand).