Workflow is baked into the very fabric of ActionStep.

Think of it as our “secret sauce”.  This is not just a simple “to do” list but a real workflow system that allows you to define how your practice should run and gives you the peace of mind that everything will be done right every time.  Workflow allows you to get more done with less overhead, and increases profitability, revenue and quality of deliverable.

Your clients will be impressed and you will be less stressed.

Many practice management systems are just variants of the same theme (appointments, time recording, and billing), and workflow is nothing more than a well organized to-do list. “Real Workflow” is very different, and is the key to reducing stress and taking home more of your well-earned dollars.

Once you use ActionStep’s workflow you’ll notice fundamental changes:

• Staff will feel empowered because they know exactly what they need to do and where to find information
• Service delivery will occur faster and more accurately
• You will have greater visibility into how your practice is running, and will quickly be able to identify and fix bottlenecks
• Your team will be able to focus on delivering legal services rather than administration

This workflow approach allows you to institutionalize your legal expertise by creating templates that are applied for different case types. It’s proven to increase the quality of your output while reducing the time taken.

ActionStep’s workflow sits at the heart of your practice management system and drives everything that happens in your business — from first initial client contact, to engagement, service delivery, and billing.

Templates are created by setting up a map of how you want your firm to run, using a series of steps. Different paths can be followed through the map depending on the circumstances of each particular case.

At each step you can define:

• The tasks that need to be performed by each staff role
• Whether tasks must be completed before leaving the current step
• Any tasks must be completed before arriving at some future step
• Documents that need to be completed
• Important data that needs to be captured
• The various parties that need to be attached to the case
• If a file note must be entered
• That an automatic email that should be sent out (e.g. client updates)
• Whether an invoice needs to be raised
• And much more…

Automation through real workflow is especially important in practice areas such as bankruptcy, collections, employment, family, immigration, personal injury, and real estate to name a few.

It means routine work can be passed to legal assistants with the comfort of knowing it will be done right every time. Your time is freed up to focus on the areas where your skills can deliver the most value, to maximize the firm’s profitability.

Find out more about workflow by signing up for a free 30 day trial.