Workflow-native AI for ActionStep firms.
Quillio integrates with ActionStep so Australian and New Zealand firms running on ActionStep get AU-aware AI inside their matter workflows — built for the way ActionStep handles the practice.
Quillio integrates with ActionStep so Australian and New Zealand law firms can use AI document review, AU/NZ legal research, drafting, and chronology building inside their ActionStep matter workflows. ActionStep's workflow-driven approach combined with Quillio's AU-jurisdiction AI gives firms the fastest path from matter intake to closed file.
Quillio inside ActionStep
The Quillio + ActionStep integration brings AU-jurisdiction AI capability into the ActionStep workflow engine. Lawyers and support staff work inside ActionStep, trigger Quillio at the right step in the workflow (review the contract, draft the letter of advice, build the chronology), and the AI output saves back to the matter as part of the ActionStep workflow.
What you can do
Document review at workflow checkpoints
Trigger Quillio document review as part of an ActionStep workflow step. The output saves back to the matter and the workflow progresses.
AU/NZ research from any matter
Ask Quillio research questions inside the ActionStep matter view. Matter context is understood automatically.
Workflow-triggered drafting
Configure ActionStep workflows to call Quillio for first-draft documents at specific steps (letter of advice, settlement deed, etc.).
Chronology builder
Build chronologies from ActionStep matter documents. Saved back to the matter file.
Single sign-on
Authenticate via ActionStep; Quillio session aligned with your ActionStep user account.
Connect in minutes
Connect your ActionStep account
In Quillio settings, connect ActionStep via OAuth.
Authorise matter access
Grant Quillio access to ActionStep matters and workflow steps.
Configure workflow triggers (optional)
For workflow-driven Quillio calls, configure which workflow steps should trigger Quillio (e.g. document review at the brief intake step).
Test on a current matter
Open an ActionStep matter, trigger Quillio, confirm the integration works.
Data flow and security
Data flow
Document data flows from ActionStep to Quillio over an authenticated, encrypted OAuth connection. Quillio processes documents on Australian-hosted infrastructure and writes outputs back to the ActionStep matter as workflow step outputs or matter documents.
Security
ActionStep is an AU-built PMS with strong AU security posture. Quillio holds SOC 2 Type II + ISO 27001 and runs on Australian-hosted infrastructure. The integration uses OAuth 2.0 and TLS encryption.
ActionStep integration FAQs
Does the integration support ActionStep workflow triggers?
Yes. You can configure ActionStep workflows to call Quillio at specific steps — for example, "review contract" at the contract intake step, or "draft letter of advice" at the advice step. The output saves back to the matter and the workflow progresses.
Is ActionStep an AU-built PMS?
Yes. ActionStep is built in Australia and used by AU and NZ firms across multiple practice areas. The combination of an AU-built PMS with AU-trained AI (Quillio) is a strong fit for firms prioritising local context.
How long does setup take?
Basic connection takes about 5 minutes. Workflow trigger configuration adds 10-15 minutes per workflow you want to automate.
Where is matter data processed?
On Quillio's Australian-hosted infrastructure. Both ActionStep and Quillio host data in Australia, so the entire workflow stays on Australian soil.
Is there an additional cost?
No. The integration is included in standard Quillio per-user pricing.
Can I use the integration with custom ActionStep workflows?
Yes. The integration works with both standard and custom ActionStep workflows. Configure Quillio triggers at any workflow step where AI assistance adds value.
Connect ActionStep and try it.
For ActionStep users, the fastest way to know if Quillio fits is to connect the integration and trigger it from a current matter workflow. The free trial requires no credit card — connect ActionStep, open a real matter, and see how AI inside the workflow engine feels.
Start your free trial