Caution: To properly set up your webforms, including configuring and building your website to host these webforms, you will need to work with an experienced web developer.

Using Actionstep Capture, you can collect and manage prospect information through web forms, which you can embed on your website to gather information from potential clients. Once a prospect submits a web form, you can review the data and instantly sync it with Practice Management, which means you can easily create matters with contacts already assigned and update custom data fields.

There are a few setup steps you must complete to ensure this workflow works properly:

• Set up and verify your domain for secure form hosting.
• Creating and connecting a service account that can be used to authenticate requests between the webform hosted on your site and Actionstep. 

Additionally, separate from the instructions included in this article, you will also need to work with a web developer to build your website and then embed the code for your webform. 

Setting Up the Web Form Domain

This process involves working with website domains and DNS records. Basic instructions are provided below, but you should work with your firm's IT contact or a web developer to complete these steps.

To set up the web form domain and DNS records:

1. In Actionstep, go to Admin > Capture. The Capture page appears.
2. Click Domains on the left side of the page. The Domains page appears.
3. In the empty field, enter your site's full domain URL (including the www subdomain). For example, www.lawfirmname.com.
4. Click Add Domain. The domain is added to the list.
5. In the Verified At column, click Verify. The Verify Domain window appears. It contains both a TXT/Name and Value which you will need to copy and paste in your website host's DNS record.
6. Leave the Verify Domain window open.
7. Sign in to your domain registrar / DNS provider's website and navigate to the area where DNS / domain settings are managed.
8. For both the TXT/Name and Value fields, copy and paste the data from the Verify Domain window into the corresponding fields in your domain settings.
9. Click Verify on the Verify Domain window and save your work in your provider's domain settings.

Once your domain is successfully verified and your DNS records are updated, the Status column in your Domains list will be updated to say Verified. This process may take up to 24 hours, depending on your provider and settings.

Connecting a Service Account for Authentication

To host a Capture webform on your website, you must use a service account to authenticate and manage the "communication" between the webform and Actionstep Practice Management. Using a service account removes the need to use personal accounts to authorize and maintain the access needed. 

There are two parts to this process:

• Create the service account in Users & Permissions (if it's not already created)
• Connect Actionstep and the webform using this service account.

Part 1: To create a service account:

• If you don't already have a service account user, complete the instructions in Adding and Removing System Users (Admin) to add a user that will be used to sign in to Capture. Take note of the email address and password assigned for this user. 

Note: You can submit an Actionstep Support request to tag this service account as non-billable.

Part 2: To connect the service account:

1. In Practice Management, go to Admin > Capture. The Actionstep Capture page appears.
2. Click Domains on the left side of the page. The Domains page appears.
3. In the Webform Connection section, click Sign In. You are prompted to sign in with Actionstep. 
4. Click Sign in with Actionstep. The Sign in to your account page appears.
5. Enter the Email and Password for your service account and click Sign in. 

The connection between the webform and Actionstep should now be established. 

Updated June 02, 2026 12:42