Smarter Drafter’s Actionstep Matter Integration Is Here: Say Goodbye to Rekeying

The new integration with Actionstep delivers a true two-way integration between your practice management system and your document automation platform.

Legal teams know the pain of rekeying data. Pulling client names from one system, entering matter details in another, copy-pasting the same transaction information into document templates—it’s inefficient, error-prone, and just plain frustrating.

That’s why we’re excited to introduce Actionstep Matter Integration for Smarter Drafter Pro.

Why It Matters

Smarter Drafter has always integrated with Actionstep to retrieve basic client contact details. But matter-specific data, like property addresses, key dates, and party information, has lived in a silo, forcing users to re-enter it manually each time they generated a document.

Now, with Actionstep Matter Integration, you can pull that structured matter data directly from Actionstep into your documents, and even create new matters in Actionstep straight from a Smarter Drafter form.

It’s the next step in our war on rekeying.

What You Can Do with Actionstep Matter Integration

• Data Retrieval and Synchronisation: Access detailed client and matter data from Actionstep, including property information, transaction details, case-specific data, and more. All sourced from Actionstep’s Data Collections.
• Field Mapping: Builders can map Actionstep fields to Smarter Drafter templates using a visual interface. Configure it once, and the whole firm benefits, no double-handling, no inconsistencies.
• Automated Document Population: As forms are filled, Smarter Drafter pre-populates documents with Actionstep data, removing the need to re-enter details and significantly speeding up document creation.
• Two-Way Data Update: Once a form is submitted, Smarter Drafter can push that data back, creating a new matter in Actionstep with pre-filled contact and matter details, and uploading the final documents to the matter file.
  
  👉 Download the product brief

How It Works (At a Glance)

1. Connect your form to a specific Actionstep matter type.
2. Map your fields and participant roles using Smarter Drafter’s builder tools.
3. Handle repeatable data, like multiple parties or properties, using repeatable sections.
4. Fill the form – Smarter Drafter auto-fills mapped fields from Actionstep.
5. Generate and push – Submit the form to create a new Actionstep matter and upload your documents.

Talk to a Certified Partner

Actionstep Matter Integration is available for all Smarter Drafter Pro subscribers. To get started, download the Product Brief and read the Help Guide.

Our Certified Partner Network, specialists in both Smarter Drafter and Actionstep, ensures a smooth integration process and ongoing support. With expert guidance, your firm will unlock the full potential of automated document solutions. Talk to a Certified Partner today.