Better Client Service Starts with Internal Efficiency: How Provident Law® Delights their Clients with Actionstep

In the heart of Scottsdale, Arizona, Provident Law® has built their reputation as a premier business and real estate law firm. Founded in 2015 by Christopher Charles, Esq., the firm is driven by a singular mission: to bring peace of mind to clients through exceptional legal representation backed by compassion. With a team of 21 seasoned attorneys and a dedicated support staff, Provident Law has consistently focused on growth, without compromising the quality of service their clients expect.  

 As Provident Law® expanded, so did the complexity of their case management, client interactions, and internal operations. To maintain their high standards, Provident Law® turned to Actionstep Practice Management, a powerful cloud-based legal solution made to streamline workflow, enhance efficiency, and elevate their client service.

 The search for a smarter legal technology solution.

In 2019, the growing law firm began their search for the right practice management tool to support their commitment to excellence. Provident Law® recognized the need for a comprehensive system to support their growth, and their requirements were clear. They were driven by three core needs:

1. Centralized digital file management: They wanted their firm to transition to a modern, paperless system to improve case organization and document accessibility for their team and clients.
2. Robust accounting features: To ensure a seamless billing experience for their clients while maintaining strong financial oversight of their firm through a back-office legal accounting solution.
3. Adaptable process automation: To reduce manual, time-consuming repetitive tasks with automation so their attorneys and administrative staff could work more efficiently and focus on client service.

After extensive research and recommendations from trusted industry pers, Actionstep Practice Management emerged as the perfect fit.

Seamless implementation and immediate impact

Migrating to any new technology solution, let alone a practice management platform, can be a daunting task for law firms. However, Provident Law® found Actionstep’s onboarding and implementation process structured, manageable, and efficient.  With the help of Actionstep’s implementation specialists, Provident Law was able to transfer all its historical data and implement the system with minimal disruption to their work.

“The first time we ran billing through Actionstep [Practice Management], it was seamless,” recalls Tracy Millward, Firm Administrator since 2015. “We were able to integrate all our past invoices and time entries without a hitch.”

Within just one week, the firm had fully transitioned to using Actionstep Practice Management, leveraging the tools that were adapted to their firm making them more organized, collaborative, and efficient.

Elevating client experience and delivering value to attorneys

In an era of instant access to information, clients expect real-time updates on their legal matters. Actionstep [Practice Management]’s client portal has transformed how Provident Law® communicates with clients. “In this day and age, everybody wants everything immediately,” says Mr. Charles, “Clients naturally want to know what’s going on in their case in real time. With Actionstep, clients can log in anytime to see important matter updates without having to wait.” Actionstep Practice Management’s client portal has allowed him and his team of attorneys to meet and exceed this expectation. This availability of information lends itself to the open, trusting, and communicative relationship Provident Law® aims to have with their clients.

Beyond transparency with clients, the value of Actionstep’s automation tools and ability to update clients in real-time has freed up attorney’s time to focus on high-value legal work rather than the burden of various administrative tasks. Actionstep Practice Management has significantly improved how Provident Law manages their caseloads, deadlines, and financial performance.

Smarter firm management for strategic growth

Managing a growing firm requires clear visibility into firm operations. As a Managing Partner, Mr. Charles needed a software that would allow him to oversee his law firm and allow him to make better business decisions. “With Actionstep [Practice Management], I can track firm-wide goals, billing activities, and team productivity in real-time,” he explains. “This data-driven approach has helped us make better business decisions and scale more efficiently.” The benefits have clearly paid off; since adopting Actionstep for its practice management solution, Provident Law® has grown their business by an impressive 25 percent.

Powering collaboration, financial success, and peace of mind

When clients think of Provident Law®, they think of peace, and Actionstep has empowered Provident Law® to embody that ideal at every step. “Everyone in the firm is on the same page,” explains Millward, “Actionstep is adaptable, allowing attorneys and staff to use it in a way that suits their specific needs.” When a firm is efficient and working as a team, that trust and efficiency translates to clients. The benefits of Actionstep Practice Management extend across their firm:

Firm-wide collaboration:

A centralized system that keeps their attorneys and staff aligned, ensuring seamless communication and matter progression.

Integrated business tools:

Email, Outlook, and payment integrations have empowered the Provident Law® team to provide a smooth experience for clients, reducing friction in financial transactions and client communications.

Automated workflows:

Routine processes are more streamlined, reducing administrative burden and improving efficiency for team members.

Improved financial operations:

Simplified billing and payment options have enhanced cash flow and client satisfaction within the firm.

A future built on innovation and client-centric service

For Provident Law®, Actionstep has become a true strategic partner in delivering exceptional legal experiences. As the firm continues to grow, they are excited to explore more solutions in Actionstep’s ecosystem to further optimize their practice.

“Life is complicated enough,” says Charles. “Actionstep simplifies the necessary components of managing a law firm so that we can focus on what matters most–serving our clients.”

Share a similar mission to Provident Law? See how Actionstep can support your law firm’s goals with powerful practice management and legal accounting built around your team’s needs. Book a demo today.