Webinars & Events

Connect with us as we transmit our most recent discoveries.

Webinars & Events
2 Apr
2020
2:30PM CDT
  Webinar
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 webinar to learn about the impact on “context switching” (regular program changes & interruptions) on your firm’s productivity. How can you improve the quality 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.


23 Apr
2020
11:30AM AEDT
  Webinar
Answering Your Burning Actionstep Questions!

This month we’re handing the webinar over to you – submit your burning questions and we will answer them for you!

Hosted by Verlata Register

14 May
2020
11:30AM AEDT
  Webinar
End of Month Reporting in Actionstep

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.

Hosted by Verlata Register

11 Jun
2020
11:30PM AEDT
  Webinar
Actionstep Custom List Views

With the end of financial year fast approaching, this month’s webinar is all about custom reports (also known as list views) in Actionstep.

Hosted by Verlata Register

16 Jul
2020
11:30AM AEDT
  Webinar
Actionstep Key Integrations

This month’’s Webinar discusses and demonstrates Actionstep’’s key integrations - Xero, Bundledocs, Zapier and NetDocuments.

Hosted by Verlata Register

13 Aug
2020
11:30AM AEDT
  Webinar
Actionstep CRM, Sales & Marketing

This month’’s Webinar focuses on Actionstep’s CRM and Sales & Marketing capabilities. Actionstep has a combination of features and configuration options that work together to create a platform for good CRM and we’ll show you how!

Hosted by Verlata Register

10 Sep
2020
11:30PM AEDT
  Webinar
Actionstep Webforms & Client Portal

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.

Hosted by Verlata Register

16 Oct
2020
12:30AM AEDT
  Webinar
Actionstep System Roles & Permissions

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!

Hosted by Verlata Register

13 Nov
2020
12:30AM AEDT
  Webinar
Actionstep Knowledge Base & Wiki

This month’s Webinar explores Actionstep’s resource storage features - the Knowledge Base and Wiki.

Hosted by Verlata Register

Past events

25 Mar
2020
2:00PM CDT
  Webinar
Actionstep Outlook Add-in for Office 365 Webinar

Manage Your Practice From Outlook ​

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 Customers are invited to this webinar to learn how Actionstep’s Outlook add-in for Office 365 lets you get control of your inbox, streamline administrative processes and eliminate data entry duplication. ​

Outlook is where we spend the most time working each day. The goal of the add-in is to reduce the productivity loss of moving between systems and to improve the quality the data in your practice management system, because real time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device. ​

Stay in Outlook while you: ​

Get control of our inbox - bulk assign emails, attachments and email threads to matters ​

Create new contacts & edit existing contacts ​

Keep matter files updated in real time with relevant documents, file activity & notes ​

Stay on top of matter tasks - review, update & assign tasks ​

Keep track of time & assign it to matters ​

Automatically keep clients informed of matter developments ​

Based on a deep understanding of how lawyer’s work, Actionstep’s Outlook Add-in for Office 365 echoes our broader goal to meet lawyers where they already are – in the systems and places where they are most productive - and enabling keep their practice and client systems up to date. ​

Actionstep gives law firms the freedom & tools to evolve & grow. ​


18 Mar
2020
Lawfest 2020

We’re back at ABA Techshow 2020!


12 Mar
2020
11:30PM AEDT
  Webinar
Power BI Reporting

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

and reports.

Hosted by Verlata

11 Mar
2020
11:30PM AEDT
  Webinar
Actionstep Outlook Add-in for Office 365 Webinar

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.


20 Nov
2019
Lunch & Learn: Key Integrations

Proudly hosted by Verlata Consulting. This month’s Lunch & Learn focuses on Actionstep’s key integrations…


16 Oct
2019
In focus session: Trust accounting in Actionstep

Adrians have just announced an “Infocus session, Trust accounting in Actionstep for Oct 2019.


22 Aug
2019
12:00PM NZST
  Webinar
Embracing Change

Join us for our embracing change webinar for New Zealand law firms.