Don’t lose track of important correspondence.

You want emails to be tagged against individual cases because:

Correspondence between your staff and all external parties is tagged to the relevant contacts and cases, so you get centralised records of all communication. For many law firms emails are linked only with contacts, or even worse, are fragmented across many different staff email accounts. In both scenarios, case record keeping is compromised.

ActionStep lets you go to a client’s contact file to see all emails received by your staff and those sent to the client (across all their cases). Or simply go to a case file to see every single email that relates to it.

There’s no more scrolling or searching through never-ending email lists, or dragging emails into folders manually in an attempt to organise them. In ActionStep, each contact and case has its own Inbox, Sent items and Drafts folder and mail is filed automatically.

You’ll be surprised by the efficiency gained!

Emails can be viewed on smart mobile phones, so you can stay in touch wherever you are.