Intuitive, accurate legal document creation

Automate the assembly of legal documents without the heavy manual lift. Builder, Actionstep’s document automation module, accelerates document drafting at every stage of a matter.

Smarter document creation, greater control

Builder empowers law firms to take control of advanced document automation with custom templates tailored to matter type, client criteria, and law firm needs. By leveraging interconnected matter data in Actionstep from the very first draft, firms can ensure accuracy, minimize review time, and streamline document production at every stage of a matter’s lifecycle.

Explore Builder’s powerful features

As the need for advanced document automation rises, Builder simplifies legal document assembly—eliminating complexity, reducing template overload, and ensuring firms can instantly access the right document every time.

Automate document assembly faster than ever

Generate standardized documents instantly—without manual effort. Builder pulls the right data into your templates, generating fully formatted, ready-to-use documents in seconds.

• Use Builder’s advanced templates directly from within the generate menu, without having to leave the matter in Actionstep
• Manage and distribute Builder’s powerful templates from a centralized catalog, organized by matter or document type

More intuitive pre-merge interviews

Get greater control over your law firm’s documents with Builder’s pre-merge interviews that increase your document accuracy. Real-time data validation during the interview creation process helps your firm reduce errors before your document is produced. 

• Leverage custom input types like text fields, date pickers, and dropdowns
• Add an unlimited number of conditional questions based on previous responses
• Drag-and-drop interface simplifies interview construction and further reduces manual effort
• Modify or update participant data on the fly within the interview screen

Generate batches of legal documents with highly configurable templates

Builder pre-merges client and matter data from Actionstep into pre-defined templates, allowing firms to create multiple customized documents in one step. Templates adapt based on interview responses, ensuring accurate and consistent document generation.

Eliminate redundant data entry

Builder consolidates multiple document versions into a single template using embedded logic. Instead of managing numerous variations, firms can use one intelligent template that dynamically pulls in the correct sections and language as needed. Builder enables your team to create and edit templates where your work happens, like from within Microsoft Word. 

Save time. Reduce risk. Ensure consistency.

• Build custom document templates
• Create accurate documents from templates
• Use existing verified client and matter data
• Accelerate document creation with intuitive automation
• Reduce document review time
• Ensure accuracy of complex documents with if-then logic