The key to increased productivity

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..

Once you starting using ActionStep’s workflow, you’ll notice a fundamental change in your practice:

• Staff will feel empowered because they know exactly what they need to do
• Your firm will get more work done with greater accuracy
• You will have greater visibility into how your practice is running, and will quickly be able to identify and fix bottlenecks
• You will be able to focus on delivering value-added legal service rather than administration

Workflow allows you to transfer your intellectual property into the way the firm operates.  You set up a map of how you want you firm to run by creating a series of interconnected steps. Different paths can be followed through the map depending on the circumstances of each particular matter.

It’s very intuitive to use, since everyone knows their roles and what needs to be done next. And all related information is attached to the file, to make life easy.

A workflow is made up of key Steps and Tasks that are performed by Participants in the process.

They can be as simple as:

Or you can add as much detail as required for consistent execution. It’s up to you whether tasks are optional and what deadlines apply.

The aim is for simple, uncluttered workflows to support well-trained staff – the ActionStep team will guide you through the process of analysing your goals and setting up a brilliant system.

Workflow benefits:

• Improve quality and consistency of work, avoid costly mistakes
• Gain full visibility of your matters/cases
• Ensure compliance with regulations
• Improve staff collaboration and support
• Drive effective time management

Please read on to learn more about the benefits of workflow.