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  • Writer's picturejustin5752

Introducing the New and Improved Sagacity Forms:Out of Beta and Ready to Revolutionize Your Workflow



As a legal professional, you know all too well the challenges of managing client data, especially when it comes to collecting and updating information through forms. That's why we're thrilled to announce the full release of Sagacity Forms, the all-in-one solution for automating your data collection and management.


On March 28th, Sagacity Forms will emerge from beta with a brand-new user interface, designed to make your experience even more seamless and intuitive. With its sleek and modern look, you'll be able to access all your forms in one place and quickly see the status of each submission.




But that's not all. We've also added some exciting new features that will take your workflow to the next level. One such feature is the contact duplicate checking and correction, which will make sure that your client's data is always up-to-date and accurate in Actionstep. No more manual updates or typos - Sagacity Forms will do the work for you!


With Sagacity Forms, you can create a library of forms that are specifically tailored to your needs. Every line in your form is mapped to a corresponding data field in Actionstep, so you can be sure that all the information you need is right where you need it. And the best part? Your clients can manage their forms from a single link, without having to remember a bunch of passwords and usernames.


Once your clients have submitted their forms, you'll be able to view the data and instantly sync it back to Actionstep. This means that you can add contacts to your system, assign them to the matter, and update custom data fields with ease. It's a real game-changer!


We're confident that the new and improved Sagacity Forms will revolutionize the way you collect and manage client data. With its powerful features and intuitive design, you'll be able to streamline your workflow and focus on what you do best: providing exceptional legal services to your clients.


So mark your calendars for March 28th and get ready to experience the future of legal data collection and management. Sagacity Forms - out of beta and ready to take your workflow to the next level!

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