Workflow

Workflows are developed to capture the daily work processes undertaken in the management of the entire practice. It is a map of the to-do's that break down into steps (key milestones) and tasks and in essence provides a checklist of items to be completed to ensure the successful closure of the matter/activity/job.

 

In ActionStep, everyone’s tasks are visible, so it is easy to manage resource allocations and to keep track of the status of each matter. Additionally, you are able to allocate a standard expected time, or even a fixed rate, and also ensure the completed task is captured for billing in due course.

 

A range of preconfigured, industry standard workflows are available for practice management, as well as providing extensive training resources and support to firms wanting to create customised workflows.

 

Click here for more information on Workflow.