Cloudify Automate
Cloudify Automate: extending your firm
Cloudify Legal has integrated essential tools like FormEvo, HubSpot, and Virtual Signature using our Automate platform.
Find our more about these integrations below - if you can't see the integration that your firm requires, talk to our team.
FormEvo: Access 2000+ Cloud-Based Legal Forms and Automate Data Population
Transform your document creation process with our FormEvo integration. Gain access to a vast library of over 2000 cloud-based legal forms and effortlessly populate them with data directly from your Actionstep system. This integration delivers:
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Increased Efficiency: Eliminate manual data entry and drastically reduce the time spent on document preparation.
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Improved Accuracy: Ensure consistency and accuracy by pulling data directly from the source of truth in Actionstep.
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Enhanced Client Experience: Impress your clients with faster turnaround times and professionally prepared documents.
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Streamlined Workflows: Free up valuable time for your team to focus on high-priority tasks that drive your business forward.
HubSpot: Synchronise Prospect and Matter Information for Seamless Client Management
Seamlessly connect HubSpot and Actionstep to unlock a new level of client management efficiency:
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Unified Client View: Centralise all prospect and client interactions in one place for a comprehensive understanding of each relationship.
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Streamlined Client Onboarding: Effortlessly transition prospects into clients with automatic data transfer between HubSpot and Actionstep, eliminating manual data entry.
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Enhanced Team Collaboration: Empower your team with a single source of truth for client information, fostering better communication and coordination.
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Data-Driven Insights: Gain valuable insights into your client journey, from initial contact to ongoing case management, to refine your strategies and improve client satisfaction.
Virtual Signature: Simplify ID Verification, eSignatures, and Compliance
Seamlessly enhance your Actionstep system with our comprehensive Virtual Signature solution. Experience a streamlined approach to:
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Effortless ID Verification: Verify client identities swiftly and securely.
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Secure eSignature Authentication: Ensure the authenticity of electronic signatures with robust authentication measures.
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Simplified KYC/AML Checks: Streamline Know Your Customer (KYC) and Anti-Money Laundering (AML) processes for enhanced compliance.
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Uncompromising Security: Safeguard sensitive client data with industry-leading security protocols.