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Supercharge Client Intake

Create and send forms that sync back to Actionstep
Currently in beta, full release planned 2/6/23
Our Story

Sagacity was built  by Sageness Legal Solutions, Gold Actionstep partner.  After implementing dozens of Actionstep systems we saw a major pain point for our clients and knew there could be a better way, so we built it. 

Our Vision

Improving the way lawyers provide services through technology is our ethos.  Sagacity Forms is just the start of our journey. 

Technology

Sagacity was built from scratch in the cloud with security and performance in mind.  Built on AWS and utilizing fully encrypted regional servers to maintain data security, compliance and performance

Who are we

How it works

Create

Create a library of forms that can be sent to your clients.  These are not just any forms, every line in your form is mapped to a corresponding data field in Actionstep. 

Send

Send forms to any party of your matter.  Your clients can mange their forms from a single link, no passwords and user names for them to remember.

Sync

 After a form has been filed out and submitted, you can view the data and sync back to Actionstep, instantly adding the contacts to the system, adding them to the matter and updating the matter custom data fields.

Pricing1

Choose a plan that's right for you

Growth

Great for small and solo firms

  • 15 Form sends per month

  • Up to 10 created forms

  • Unlimited resends

  • Unlimited users

  • 1 month free trial

$150 per month

Premium

Best Value

  • 50 Form sends per month

  • Unlimited form creation

  • Unlimited resends

  • Unlimited users

$200 per month

Volume

Best for firms with high volume

  • 200 Form sends per month

  • Unlimited forms creation

  • Unlimited resends

  • Unlimited users

$300 per month

Hacker Law

"We are saving 20 hours a week"

Request demo
Request demo

To schedule a product demo with one of our legal engineers, please fill in your contact details

100 East Pine St Suite 110 Orlando Fl

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