With it’s unique workflow-based approach and centralization of related information, ActionStep makes managing matters easier than ever before.

The step-by-step workflow means the status of each matter is clear and cases can be easily categorized for attention. Or, you can instantly pull up a file by typing the first few letters of its name – or search by almost any variable: subject, contact name, or even a partial phone number.

Inside the matter file, everything you want to know is at your fingertips:

• All parties involved, with full contact details
• The current step the matter is at and the next possible developments
• The tasks that everyone needs to do (with deadlines and alerts)
• Notes from meetings, phone calls and general narrations
• All related documents (stored in ActionStep for easy access)
• Email correspondence between your team and related parties
• Important information that has been recorded in custom data fields
• Financial and time budgets for the case
• Hours worked, expenses incurred, billing status and invoices

Many of these features can be presented in the context of the workflow map, so not only do staff know what they need to do, they know how to do it and can work extremely efficiently.