Time is Money
Actionstep helps you make the most of your time by
ensuring that you don’t miss any billable time, automating routine tasks, and
making it easy to find information quickly.
Manage new and existing clients through our range of Customer Relationship Management tools. Setup and give them access to their own Client Portal.
Get Work Done
Follow a prescribed workflow, add file notes, send emails and book appointments in your calendar. Automate tasks, messaging and document generation.
Setup an unlimited number of accounts. Invoice for fixed fee or time billing. Manage trust accounts. Report on everything.
In the cloud
Actionstep is a cloud based web application for Mac or PC. No need to worry about backups, upgrades or expensive servers. You just need a computer with a browser.
World class support
We offer dedicated email and phone support to answer all your questions within the shortest time possible. We’re committed to world class support.
Integrations and Apps
Our range of installable apps and plugins give you access to expert resources and the power of applications such as HotDocs, Google Mail, Microsoft Office & Xero.
What our clients have to say
There are so many things we fell in love with, but the thing we love most about Actionstep is the reporting.
We chose Actionstep because it gave us a flexibility to format things to fit our small practice.
One of the great aspects of Actionstep is the efficiency and productivity… you only enter information once.
I feel like I’ve just been plucked out of a model T and plopped into a Maserati … zoom! I’m just thrilled to have my Actionstep program and apps. Something like this is a lifesaver for a solo practitioner!
Finding Hard-to-Find Stuff
It’s easy to find things you deal with on a daily basis, but every now and again you need to find something that is buried away somewhere. A perfect example is insurance details.
Embarrassing (email) Bodies
Are part of an ongoing task of updating old screens to the new styles, we will be releasing an update to the email compose screen with the big fix release this week.
Add File Notes from Gmail
With the latest update to the Actionstep Google Gadget plugin you can now add file notes to linked actions (matters). This is really a great time saver and also helps you record accurate file notes.