FormEvo and actionstep integration
Smarter Forms.Seamless Integration.
The FormEvo integration works directly within Actionstep, allowing users to generate pre-populated forms using existing matter and participant data. Custom field mappings can also be configured to pull specific core or bespoke data, with the flexibility to tailor mappings to individual matter types. This ensures forms are populated with the right information, every time.
why nexian
The integration streamlines the form generation process by allowing users to initiate the creation of FormEvo forms directly from Actionstep, eliminating the need to switch between systems.
By automatically populating form fields with existing matter and participant data, the integration reduces the need for manual data entry, minimising the risk of human error and improving data accuracy.
This results in a more efficient workflow, enabling users to spend less time on repetitive administrative tasks and more time on higher-value activities, ultimately improving productivity and efficiency when managing matters.
FormEvo and actionstep integration
How the integration works
To generate a form, users first navigate to the relevant matter in Actionstep and click the “Create Form” button. This initiates the creation of a form in FormEvo. During form generation, any existing field mappings will be applied automatically to populate the relevant fields with data from Actionstep. If no mappings have been configured, a blank form will be generated instead.
Additionally, each firm will have administrative access to the integration’s middleware, where authorised users can create, configure and maintain field mappings for the forms available in FormEvo.
Automatic Population
Fewer Errors
Time Saving
Greater Efficiency
fixed monthly fee
FormEvo & Actionstep Subscription
Make every matter more efficient with a FormEvo and Actionstep subscription.
Get more from your FormEvo and Actionstep integration with ongoing support, regular updates and security patches. Enjoy peace of mind knowing your integration stays secure, maintained and running smoothly, helping you get the most out of your integration.
-
Ongoing Support: Access continued support to help resolve issues, answer queries and ensure your integration works as expected.
- Regular Patch Updates: Benefit from every patch release, keeping your integration up to date with improvements, fixes and ongoing compatibility.
- Security & Maintenance: Stay protected with regular security patches and routine maintenance, helping keep your integration secure, reliable and performing at its best.
Professional Support plan for actionstep
What's included
Workflow Development
Our service analysts and consultants provide guidance to your staff on how to use the core functions of the Actionstep system.
Document Coding
Ensuring the workflows that have been developed by Nexian or others operate effectively.
Tech Skills Assessment
Our legal cashier experts can support your team in any tasks undertaken within the Actionstep system.
Legal Process Analysis
Our service analysts help resolve issues with the core functions of your Actionstep system.
Report Development
Our analysts can help you resolve any problems with your suite of Actionstep reports.
Precedent Maintenance
Our analysts and advisors can provide advice on the capabilities of the Actionstep system and the tools that integrate into it.