Pre-Packaged Workflows for Actionstep
DBC Partners offers pre-designed workflows that are packaged and ready to install in your Actionstep PRO or PRO+ System.
PRACTICE AREAS
- Estate Planning
- Probate
- Medicaid
- Trust Administration
- Social Security Disability
- Personal Injury
- Family Law Workflow SET (Litigation & Agreements)
- Litigation
- Real Estate (Buy-Sell-Closings)
- Business Workflow SET (Formation, Contracts, Buy, Sell)
- DBC Generic Workflow
DBC Partners also Custom Designs Workflows
FEATURES
Start working right away
Customize anything about the workflow at any time
Comprehensive Training Video embedded in workflow for on-going use
Pre-installed Model document templates are updated with your firm’s electronic letterhead
MARKETING
Track your ROI from Paid Advertising and Referral Sources
- CRM (Prospecting)
- Seminar (Track attendees and followup)
- *Marketing Campaigns & Activities
- *Referral Sources
*Marketing Campaigns & Referral Source workflows are installed and related to all the workflows in your Actionstep system when you purchase CRM and/or Seminar