Integration Spotlight: Actionstep + ConveyIT
At ConveyIT, we know conveyancing doesn’t happen in isolation. Law firms rely on a range of tools to keep matters moving, and seamless integration between those tools is what makes the difference between “just managing” and running an efficient, client-friendly practice.
That’s why we’re proud to highlight our integration with Actionstep – one of the practice management systems used by law firms across New Zealand and beyond. This connection has been in place since last year, and it continues to deliver real value for firms who want smooth, joined-up workflows.
Why integrations matter
Every conveyancing transaction involves countless details: client data, documents, deadlines, and communication. Without integration, firms risk double-handling information, duplicating tasks, and introducing errors. By connecting ConveyIT with the practice management systems firms already use, we reduce that friction – and give teams more time to focus on clients.
How ConveyIT works with Actionstep
When firms link ConveyIT and Actionstep, they can:
- Sync client and matter details between both systems to avoid re-keying.
- Automate common documents and tasks so nothing gets missed.
- Improve visibility and reporting, thanks to smoother data flow.
- Reduce admin overhead, leaving staff free to focus on advisory and client care.
The bigger picture
Our integration with Actionstep is another example of how ConveyIT works hand-in-hand with leading practice management providers. The goal is always the same: to help firms work smarter, reduce risk, and provide a better experience for their clients.
If your firm uses Actionstep, or another integrated practice management system, ConveyIT can help bring it all together. To learn more about our integrations or see how they work in practice, get in touch with our team today.