Actaport

· #272 most-used

Automate your law firm's case files, deadlines, and billing without leaving Actionist

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Actaport is a cloud-based legal practice management platform built for German law firms — combining case file management, contact management, document creation, deadline tracking, task management, RVG-compliant billing, and the electronic court mailbox (beA) in a single browser-based system. Connect Actaport to Actionist and your agents can open case files, run conflict checks, create documents from templates, log court deadlines, capture RVG fees, and compile billing summaries automatically — eliminating the manual admin that surrounds every instruction from intake to invoice.

Try Actaport with Actionist Visit Actaport

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual intake, conflicts check, deadline-briefing, post-hearing update, and month-end billing extraction cycles that consume fee-earner and support time every week.

Schedule

What your Actaport agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Actaport × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

6Apps spanned

~14 hrsSaved / week

5Personas served

For legal

Featured3 apps

Matter opened, conflicts cleared, and engagement letter filed before the first reply

When a new client instruction email arrives, the agent runs a collision check in Actaport for the prospective client and any named counterparty. If no conflict is found, it creates the contact record, opens the case file, generates an engagement letter from the firm standard Actaport template, and posts a new matter notification to the relevant Slack channel — the responsible lawyer arrives to a fully prepared matter, not an empty inbox item.

~5 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new instruction email arrives in the shared legal inbox

Trigger

Step 1

Gmail

Detect new client instruction email

read

Step 2

Actaport

Check Collision for the prospective client and any named counterparty

write

Step 3

Actaport

Create Contact record for the new client

write

Step 4

Actaport

Create Case File linked to the new client contact

write

Step 5

Actaport

Create Document from engagement letter template

write

Step 6

Slack

Post new matter notification to the practice area Slack channel

Result

Create Contact record for the new clientCreate Case File linked to the new client contactCreate Document from engagement letter templatePost new matter notification to the practice area Slack channel

The win

Saved per run

35 min

Runs / week

~8×

New matters are open, conflict-checked, and have a draft engagement letter within minutes of the instruction email arriving

Driven byLegal Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
25 min / week
Manual intake and conflicts process
Fee-earners manually search Actaport contacts for conflict matches, fill in the new client form, create the case file, and pull up the engagement letter template — a 20-minute intake process for every new instruction.
Sales Agent
0 min
Agent opens the matter and checks conflicts in one step
When a new instruction arrives by email, the agent runs the Actaport collision check, creates the contact, opens the case file, and drafts the engagement letter — all before the responsible lawyer has replied.
Marketing
30 min / week
Manual matter pipeline reporting
Someone manually exports Actaport case data to a spreadsheet each week, groups it by practice area, and formats a pipeline report — a 30-minute job done fortnightly instead because it is too time-consuming.
Marketing Agent
0 min
Agent compiles matter pipeline data automatically
The agent pulls all Actaport case files and groups them by practice area and instruction source each week, giving the business development team an accurate pipeline view without any manual extraction.
Customer Support
45 min / week
Manual client query logging
Support staff manually read each client email, open the linked Actaport case file, add a note, create a task for the responsible lawyer, and send an internal Slack message — 5-8 minutes per query.
Customer Support Agent
0 min
Agent logs client queries and creates response tasks within about a minute
When a client email arrives, the agent creates a case file note, assigns a response task to the responsible lawyer, and alerts them via Slack — the query is tracked within about a minute of arrival.
Human Resources
12 min / week
Manual onboarding task creation
HR manually creates each task in the Actaport onboarding checklist for each new starter, recalling steps from memory or copying a prior example — often done the day the person actually arrives, not before.
Human Resources Agent
0 min
Agent creates the onboarding task list the day a new joiner is confirmed
When a new team member is confirmed, the agent creates their standard onboarding task checklist in Actaport, assigns it to the HR lead, and posts a welcome message to Slack — the environment is ready before they start.
Finance
30 min / week
Manual billing summary extraction
Accounts manually pull unbilled fees and expenses for each active matter from Actaport, copy the figures into a spreadsheet, and format a billing summary — a 2-hour process done under pressure at month-end.
Finance Agent
0 min
Agent assembles the billing summary from Actaport automatically
At month-end, the agent retrieves all unbilled RVG fees, expenses, and outstanding invoices from Actaport and writes the full billing summary to Google Sheets — partners review rather than compile.
Operations
18 min / week
Manual deadline briefing
The operations lead manually checks Actaport for upcoming deadlines each morning, copies the key ones into a Slack message, and posts it — a 15-minute task skipped on busy mornings or delegated inconsistently.
Operations Agent
0 min
Agent posts the daily deadline briefing from Actaport automatically
Every morning the agent pulls all Actaport deadlines due in the next 7 days, ranks them by urgency, and posts the briefing to Slack — every lawyer starts the day informed without the operations team manually compiling it.
Legal
20 min / week
Manual post-hearing case file updates
Lawyers return from court and manually update the Actaport case file — marking the deadline complete, writing a hearing note, creating the next deadline, and entering the RVG fee entry — a 20-minute admin task at the end of an already long day.
Legal Agent
0 min
Agent sets the next deadline and logs the RVG fee before the lawyer is back at their desk
After a court hearing, the agent marks the concluded deadline complete, creates a post-hearing note, sets the next procedural deadline, and logs the RVG hearing attendance fee — the case file is current without any manual update.

+ 100s of other Actaport automations

Average time saved

18 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

875

Annual ROI

$65,625

Based on Actaport's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Actaport into Actionist

Pick the connection method that suits your environment.

Connect via the Actaport OAuth flow. Sign in with your Actaport account credentials and firm realm — the agent is authorised in under 30 seconds with no API tokens to manage.

Open the Apps tab

Find Actaport in the Apps library and click Connect. OAuth is the recommended path — no credentials to copy and paste.

An Actaport login window opens. Enter your Actaport credentials and your firm realm identifier, then click Authorise.

Test the connection

Actionist runs a read-only test call to confirm the handshake. You are ready to start building agent tasks with Actaport.

Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.

FAQs

Questions about Actaport + Actionist

How does Actionist connect to Actaport?

Go to the Apps tab, find Actaport, and click Connect. The recommended path is OAuth — Actionist opens an Actaport login window where you enter your Actaport credentials and your firm's realm identifier. Once authorised, the agent gains access to your case files, contacts, documents, tasks, and deadlines. Actionist runs a read-only test call to confirm the handshake before any actions run.

What Actaport permissions does the agent need?

The Actaport OAuth connection inherits the permissions of the Actaport user account you log in with. To allow the agent to create and update case files, contacts, documents, tasks, deadlines, expenses, and RVG fees, the user account must have the corresponding module permissions in Actaport. Read-only operations (searching, downloading, fetching) work with any authenticated user. Confirm your firm's Actaport role configuration with your Actaport administrator before connecting.

Can I connect Actaport to other apps in the same workflow?

Yes. Actionist can connect Actaport to any of the 200+ apps in its library. Common pairings: create Actaport case files when new clients sign a contract in DocuSign; push invoice data from Actaport to a Google Sheets billing tracker; post deadline alerts from Actaport into a Slack channel; sync new Actaport contacts to a CRM like HubSpot. Actaport actions and reads can appear at any step in a multi-app workflow.

What are the most common things agents do with Actaport?

The four most common patterns are: (1) matter intake — when a new client instruction arrives, the agent creates the case file, contact record, and opening tasks in one shot; (2) deadline monitoring — the agent fetches open deadlines each morning and posts a prioritised daily briefing to the team's Slack channel; (3) document generation — when a case reaches a milestone, the agent creates a document from a template and files it to the correct Actaport folder automatically; (4) billing close — at the end of each month, the agent pulls all unbilled expenses and RVG fees for each case file and prepares a billing summary for partner review.

Does the integration support RVG billing and German legal-specific features?

Actaport is deeply integrated with the German legal ecosystem, including the electronic court mailbox (beA) and RVG-compliant fee calculation. The Actionist integration exposes the RVG Fee resource, allowing agents to create, retrieve, update, and delete RVG fee entries programmatically. This means you can trigger fee creation when case milestones are logged, pull all fees for a case file into a billing report, or sync fee data to an external accounting tool — all without leaving the Actionist workflow.

Can the agent run a conflict-of-interest check before opening a new matter?

Yes. The Actaport integration includes a Collision Check action that queries the platform for potential conflicts of interest before a new matter is opened. The agent can run this check automatically when a new client or opposing party is being added — and if a conflict is detected, it can pause the intake workflow, alert the responsible partner, and log the flag for manual review before the case file is created.

What can the agent do with documents in Actaport?

The Actaport Document resource supports get, getAll, create, search, download, upload, and update operations. You can create documents from existing Actaport document templates (or blank if no template is specified), search documents by keyword across attributes and content, download documents as files, and upload externally generated documents back into Actaport folders. This covers end-to-end document lifecycle automation within the platform.

How do agents handle resubmissions and follow-up reminders in Actaport?

Resubmissions in Actaport are follow-up reminders tied to a case file — prompts to revisit a matter on a specific date. The Actionist integration supports creating, retrieving, updating, and changing the status of resubmissions programmatically. Agents can create resubmissions automatically when a task is completed, when a court deadline passes without response, or on a fixed cadence for ongoing matters — ensuring no follow-up falls through the cracks.