Microsoft Office Integration

Boost your productivity with Actionstep + Microsoft Office.

Microsoft Office Integration

Quickly Open Documents within Actionstep

As a decision maker in your firm, you want access to accurate, up-to-date information that can assist in driving your business forward. Actionstep’s new Enhanced Billing Mode includes powerful reporting tools that provide all the information you need about your billing, practice areas, staff, time recording, and clients. These reports are designed to help collate day-to-day details and strategic information about your firm and help you manage and grow your business more efficiently.

Easy Access to Matter Files

Actionstep lets you create, browse, open, edit, and save your Actionstep matter documents from right from within Microsoft Office. It’s just as easy as if they were stored on your local computer.

Documents

Emails

Assign Emails to Matters from Outlook

Search for a Matter by name or ID and quickly assign your current email to keep track of all matter correspondence in Actionstep.

Attachments

Select files attached to your email and upload them straight to a matter, and attach files from Actionstep when composing an email.

Calendar Sync

Bi-directional synchronization allows for your appointments in Outlook to show up instantly in Actionstep and vice-versa.

View Participants

View details about any participant, and send an email to multiple recipients on a matter. Find phone numbers, addresses, and other details all from within the add-on.

Calendar

Time

Record Time

Need to enter hours for all the time you spend on your emails? Add an Actionstep task and record time with one click. Just choose your rate, enter your hours, and save.

Add File Notes

Add file notes to the assigned matter on the fly. View and read through previous file notes to see the status on your matter.

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