The Conveyancing Add-on for Actionstep, which is used by over 150 firms is a conveyancing template for Actionstep that gives you
incredible control over every stage of your sale, purchase and transfer transactions.
Specifically designed to work within Actionstep, you will have access to a powerful range of features to streamline your conveyancing.
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Any Actionstep email or email template can now be sent as an SMS
Link your email template to Task due date, Task complete, a workflow step change to fully automate the delivery of SMS to your Clients, Brokers, Agents.
Record the storage of valuable items in actionstep.
Create single or multiple Safe Custody packets for a client, with the ability to track each individual item separately.
The workflow provides the ability to record the temporary removal and return of items in the safe custody
add-on.
Need to do custom reporting? Then the Data Sync service is for you.
Automate the extraction of data from Actionstep's Data Export Service a Database for a range of uses such as Custom Reporting.