The way law firms manage their workflows is evolving — and how they build them matters.

Join Verlata Consulting and Actionstep for a live showcase of Actionstep Builder, the latest way to streamline, customise, and scale your firm’s processes with precision.

What is Actionstep Builder

Builder transforms your reused documents into smart templates.

Client details become variables, optional clauses are selectable, and data flows directly from Actionstep — generating polished, ready-to-send documents automatically. No more manual find-replace. No more version chaos.

With Builder, firms can:

• Auto-populate data from matters, contacts, roles, and custom fields
• Customise interview layouts with sections, hints, and conditional questions
• Batch-generate entire document packs
• Add repeatable lists and tables for complex structures
• Use conditional logic (IF / ELSE statements) to adapt content dynamically
• Manage all reusable templates in a single, central library