Along with so many other features, Actionstep includes a fully integrated email platform for your law firm. This allows you to manage your matters, contacts, billing, accounting, email, and more all from one system.
If you prefer to use Outlook or Gmail, we’ve developed plugins to integrate these platforms with your Actionstep system. The integration allows you to quickly link messages directly to matters in Actionstep and upload any attachments. You can even record matter file notes and tasks from within Outlook and Gmail.
Using Actionstep’s powerful document automation technology, you can easily create email templates that will pull live matter data. This saves you a ton of time and ensures that your emails are always letter-perfect. You can also keep your clients and staff informed by sending them automatic emails when reaching certain steps in the matter.
Each matter has its own inbox and outbox, so you can see all the email correspondence for the matter in one place. Compose and send new messages from within the matter, and replies will automatically come back into the matter. There is also an option to send a copy to your inbox.