In this update, we share key changes and developments that Actionstep has made to improve the usability of Actionstep. We focused on making Actionstep more intuitive & faster to use so you, your firm, and your clients have an even better experience.

New Email Functionality - Configure Actionstep’s Email to Suit Your Needs

Usability

The new Actionstep Email streamlines your email by allowing you to configure personal mailboxes which you can use when sending emails out of Actionstep. It will also allow admin users to configure a system mailbox that all users can utilize when sending emails out of Actionstep.

The update was introduced to enhance the customization and flexibility of Actionstep’s email functionality, these include:

  • Ability to send emails out of Actionstep using your own personal email address
  • Users can now configure their own personal mailbox in Actionstep so that as they send emails they can be from their own personal address
  • Configure multiple shared outbound mailboxes
  • While still supporting the same methods for getting emails into Actionstep, this allows a firm to be able to setup any number of shared mailboxes that staff can use to send emails out of Actionstep. These addresses can be used by any staff member to ensure that your communication is coming from the right people.

Learn more through our user guides below.

Watch the video

The New X-Factor of Security: Multi-Factor Authentication (MFA)

Usability

Manage security functions effectively with our new MFA update.

We have released a new function to help you manage situations internally when one of your users cannot access a second device to complete MFA (e.g., lost phone). Users with permission to edit and grant logins to a system can switch off MFA for a user while they regain access. This means that you (or our Customer Support team) do not have to get involved & the responsibility is placed on your firm to ensure that MFA is only removed from a user when required.

Sign In to Actionstep Using Microsoft or Google – SSO

Usability

Is it hard to remember all the passwords for all the different services you use? If you use a Microsoft or Google account, you can now access Actionstep using the login details for those accounts. To use this single sign-on (SSO) function - next time you go log in select the Microsoft or Google logo from the Actionstep sign-in page and follow the prompts.

Read More About This Function.

A New Look

Usability

We have redesigned our Sign In Page and Launchpad, making it quicker and easier for you to log in to Actionstep and launch to where you need to go.

Automate Critical Client Reviews

Usability

Continuing our focus on enabling law firms to create exceptional client experiences for their clients, we are pleased to announce that Actionstep has integrated with Repsight.

Available for our US customers, Repsight allows firms to request client feedback on the closure of cases in Actionstep and publish that feedback directly on review sights like Google, Facebook, Avvo and lawyer.com and receive alerts when they have a new review or their score changes. Showcasing these customer reviews is a critical component of getting noticed online and building a law firm's reputation and business through word-of-mouth.

Watch the video here

Connect Actionstep & Repsight

Visual Update to The Actionstep Mobile App

Usability

We have redesigned the layout and functions of the Actionstep mobile app to be more user friendly.

Keep Up to Date

Throughout the month we push a lot of changes and updates.

Stay updated on these changes by checking out our 'What's New' page in our user guide.​