Webinars & Events
Connect with us as we transmit our most recent discoveries.
This month’s webinar focuses on a couple of Actionstep’s funky features - Webforms and the Client Portal. Webforms and the Client Portal are unique, clever and customisable features of Actionstep which allow you to connect with your clients, both prospective and current.
Actionstep has a comprehensive set of permissions, allowing you to control exactly what information and functions each of your users has access to. Want someone to be able to create a draft invoice but not approve it? Or to see trust balances but not enter any transactions? Easy!
With the end of financial year fast approaching, this month’s webinar is all about custom reports (also known as list views) in Actionstep.
We are excited to announce our webinar with InfoTrack and their new offerings - CourtSync, WebVOI & Asset Search.
Join our webinar to learn how these tools can help your firm:
Streamline court document creation & management
Comply with verification of identity requirements
Deliver faster, more efficient conveyancing
This month’’s webinar focuses on Actionstep’s built in reporting suite and in particular, the reports you should consider generating and reviewing at the end of every month. This session will also touch on how to set up KPIs for performance reporting.
Manage Your Practice & Get Control Of Your Inbox
Lawyers face a daily productivity loss by jumping in and out of different programs & apps in order to complete legal work, manage clients, track time and keep files updated.
Join this recorded webinar to learn about:
• The impact of “context switching” (regular program changes & interruptions) on your firm’s productivity.
• How can you improve the quality of the data in your practice management system with real-time updates that are more complete, timely and accurate?
Actionstep is committed to meet lawyers where they already are – in the systems and places where they are most productive. We know lawyers spend significant time each day on email.
We will show you how Actionstep has brought everyday matter & practice management functionality right to your inbox with the release of the most comprehensive Outlook add-in available for law firms.
Actionstep gives law firms the freedom & tools to evolve & grow.
This month we’re handing the webinar over to you – submit your burning questions and we will answer them for you!
We’re back at ABA Techshow 2020!
This FREE 45 minute webinar delves into using Actionstep with Power
BI, a business analytics solution that brings your data to life with live dashboards
This webinar will cover what our Add-in does, how to install and connect it to you Actionstep system & will give viewers an opportunity to ask any questions that may they may have.Get Control Of Your Inbox If you struggle with keeping on top of your email, Actionstep’s Outlook add-in for Office 365, will organise your inbox as you work. Clearly see which emails have been answered, who is taking care of related tasks, which emails have been filed to matters. So you can focus on the emails and clients that still need your attention.
Proudly hosted by Verlata Consulting. This month’s Lunch & Learn focuses on Actionstep’s key integrations…
Adrians have just announced an “Infocus session, Trust accounting in Actionstep for Oct 2019.