Actionstep + Silks

What Actionstep does

Actionstep is the cloud practice management platform at the centre of the Silks stack. It holds the matters, contacts, documents, billing and trust accounting that run a modern law firm, and for every firm Silks serves it is the system of record.

How the Silks Actionstep integration works

Silks connects through an approved integration with real-time read and write access. As intake runs, Silks reads what it needs from Actionstep and, when checks complete, opens the matter, saves the engagement letter and writes every record back. Nothing is exported, re-keyed or synced overnight.

What your firm gets

Matters open in hours rather than weeks, with conflicts, AML and risk assessment already evidenced on the record. Your team keeps working in the platform they know, and Actionstep stays complete and current without anyone copying data between systems.

Where it fits in the Silks flow

Silks runs matter intake as the front door: enquiry, conflicts, AML/KYC, risk assessment, engagement letter. Actionstep carries the record from inception onwards. Read more about the Silks and Actionstep partnership.

Does Silks replace Actionstep?

No. Silks is the intelligence layer that works alongside it. Actionstep remains your system of record; Silks makes the work that surrounds it faster.