Webinars & Events
Connect with us as we transmit our most recent discoveries.
This month’s webinar focuses on Custom list views to help you to create customised reports within Actionstep. Custom list views can be created to track several different functions, such as matters, time entries and tasks. These lists will ensure you to stay on top of tasks within your business and track productivity, among a myriad of other use cases.
*This is a recorded webinar but any questions will be answered via email after the presentation. If you need support please do not hesitate to contact our team at firstname.lastname@example.org. Attendees & absentees will be emailed the recording 24 hours after presentation.
Join us for an evening of inspiring talks, virtual networking & (real) wine as we look at how firms can drive value through client experience & pricing innovation.
Our speakers & breakout sessions will explore…
Excellence in Client Experience
Protecting client relationships is more important than ever. Reputation, future business and potential referrals feed your firm. What can firms do to ensure clients have stellar experiences with your firm - even in stressful times?
Innovative Pricing Models in Challenging Times
What can firms do to create pricing models that create value for clients and firm profitability, without simply discounting? A look at value based and other alternative pricing models.
An Alternative Route: Legal Service Delivery Innovation
Innovation needs a clear vision and the right technology to enable it. We look at how great communication, transparent pricing, and a personal client service approach remain at the centre of alternative models for legal service delivery.
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!
Workflow is the key to transforming productivity at every step at your law firm. Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm. Collect information, assign tasks, track progress, update clients and make sure everything is checked off before moving to the next step. Delegate to your staff with the assurance that everything will be done according to plan. With workflow, you can run your firm, your way. Join this session to learn why and how your firm can use Actionstep’s workflow technology to transform a whole range of activity within your firm such as client service, matter management or administrative processes. Open to all.
Get total visibility across the health of your firm with Actionstep reporting, custom lists, heads up rules and the option of 3rd party add-ons available through our marketplace for additional management insight for your firm. This session walks through how to get the most out of reporting features within Actionstep and looks at the value add of other tools available to enhance in-product reporting.
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!
Half-year in review
Round - up of Actionstep’s feature releases, updates, new add-ons and integrations so far this year.
David Hepburn - Global President of Actionstep
Duncan McDougall - Product Manager
Join Actionstep at LawfestLive
LawFestLive offers a compelling and unique opportunity to discover how the New Zealand legal community is adapting to the ‘new normal’ for law, to share experiences and to learn about driving innovation and change from the best in the business.
More than 150 delegates from law firms and in-house legal are expected to attend this innovative event live on Wednesday 5 August – along with leading legal technology and solutions providers. Your ticket includes access to a plethora on on-demand resources, including demonstrations from our partners and recordings of each session, so you can watch your favourite presentations whenever you need inspiration
Get 25% off standard ticket prices using promo code: ACTIDISC
Your data is your most valuable asset. When you capture the right data, so many other activities get easier - from everyday work like document production, matter management and task automation to management activities like reporting, client experience management & firm planning.
Are you capturing the right data?
Is your data complete?
Can you get the insights you need from your data?
Join our latest customer webinar - an introduction into the world of custom data and how it can be leveraged to create customised reports, actionable insights and track valuable information across both matters and contacts.
This month’’s Webinar discusses and demonstrates Actionstep’’s key integrations - Xero, Bundledocs, Zapier and NetDocuments.
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.