Meet Scout: Your New AI Support Assistant for Actionstep

We’re excited to announce the launch of Scout, Actionstep’s AI Support Assistant, created to help you get the most out of Actionstep. 

Built to save you time and eliminate the guesswork of figuring out how to use practice management and legal accounting features, Scout gives you instant access to the answers and support you need—right when you need it. 

What is Scout? 

Scout is your intelligent assistant for all things Actionstep. Whether you’re looking for how-to guidance, troubleshooting support, or help understanding a feature, Scout is available to help 24/7. 

Powered by the same OpenAI technology behind ChatGPT, Scout is customized specifically for Actionstep users. It’s fully separate from ChatGPT and only uses content from Actionstep’s Help Centers. That means: 

• No external data sources 
• No sharing of your firm’s data with OpenAI 
• Just Actionstep answers, powered by Actionstep expertise 

Why we built Scout 

We know your time is valuable. When you’re juggling client work, firm operations, and daily to-dos, digging through support articles can slow you down. Scout changes that. 

Scout quickly delivers clear, concise answers to your questions, and when you want to learn more, it provides links to the full help articles so you can go as deep as you need. 

What can Scout help with? 

Scout is your go-to for: 

Quick support answers

Ask Scout a question, and it searches across Actionstep’s Help Centers to find the most relevant, accurate response in seconds. 

Smart summaries 

Scout pulls insights from multiple articles and combines them into one easy-to-understand response, so you don’t have to piece things together. 

Step-by-step instructions 

Need help completing a task in Actionstep Practice Management? Scout can walk you through the process, one step at a time. 

Troubleshooting tips 

Having trouble with a feature or seeing an error? Scout can offer guidance on how to fix it or point you to the right resources. 

Where to find Scout 

You’ll find Scout directly in the Actionstep Practice Management Help Center. Click the “Ask Scout!” button, then just type your question into the chat window and let Scout do the rest. For Actionstep Legal Accounting users, Scout can be found in the platform’s chat bubble during chat hours (8:30 a.m. to 8:00 p.m EST). Simply ask a question and Scout will do the rest.

Ready to use Scout? 

Scout is live and ready to help! Try it out today and experience a faster, smarter way to get the support you need from Actionstep Practice Management. 

Visit the Help Center and start using Scout now. 

Scout is just one of the many ways we’re continuing to enhance your experience with Actionstep. Stay tuned for more updates soon!