Actionstep Masterclass: Workflow Configuration

Actionstep Masterclass: Workflow Configuration

Your firm’s Power User is the ‘on the ground’ user and ‘go to’ person who understands all the in’s and out’s of Actionstep’s powerful practice management technology.

In this Masterclass series, attendees will leave with knowledge and skill to be an exceptional Actionstep Power User, and bring this benefit back to your firm.

These highly beneficial and intensive sessions have limited availability of only 10 seats. This ensures each attendee receives direct, one-on-one training and assistance specifically relevant to your firm.

Power User – Session 2 of 3

Workflow Configuration

At the heart of Actionstep is a unique workflow engine, where you can build your matter processes into the system in a series of steps, decision trees, and tasks. Powerful built-in automation tools can automatically delegate tasks to the right staff member, inform your client of matter progress, add deadlines to your calendar, and so much more.

During this Masterclass, you will learn how to:

  • Create a matter type
  • Build a workflow
  • Create participant types
  • Add various automation to your workflow.

This truly is a session that will bring plenty of value to your business.

Location & Dates

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Price: $300.00 + GST + BF per attendee/session

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