Webinars & Events
Connect with us as we transmit our most recent discoveries.
Half-year in review
Round - up of Actionstep’s feature releases, updates, new add-ons and integrations so far this year.
David Hepburn - Global President of Actionstep
Duncan McDougall - Product Manager
Customer Success Series: How to set up and use email templates in Actionstep.
Email templates can be customized to your firm, practice, matter type and the specifics of your client. They ensure a consistent quality of email content across your firm for typical or regularly repeated client email communication types. Templates also save each individual within your firm time re-writing similar emails and reduce typical typing errors. From this informative session, Actionstep users will be able to start creating and using email templates right away.
So much more than email filing! Turn your inbox into a matter management hub with Actionstep’s Outlook Add-in for Microsoft 365. Our Outlook Add-in has been continuously improved since launch. It provides significantly more features than typical email plug-ins - bring key matter management functionality from Actionstep, right into your inbox. No more jumping between email and your matters. You can stay in email while you: • View & update file notes
• File emails & attachments
• Attach filed documents to emails
• Track time
• Apply Actionstep email templates to emails
• Assign & complete tasks
• Add contacts to emails & much more!
Get total visibility across the health of your firm with Actionstep reporting, custom lists, heads up rules and the option of 3rd party add-ons available through our marketplace for additional management insight for your firm. This session walks through how to get the most out of reporting features within Actionstep and looks at the value add of other tools available to enhance in-product reporting.
Workflow is the key to transforming productivity at every step at your law firm. Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm. Collect information, assign tasks, track progress, update clients and make sure everything is checked off before moving to the next step. Delegate to your staff with the assurance that everything will be done according to plan. With workflow, you can run your firm, your way. Join this session to learn why and how your firm can use Actionstep’s workflow technology to transform a whole range of activity within your firm such as client service, matter management or administrative processes. Open to all.
Your data is your most valuable asset. When you capture the right data, so many other activities get easier - from everyday work like document production, matter management and task automation to management activities like reporting, client experience management & firm planning.
Are you capturing the right data?
Is your data complete?
Can you get the insights you need from your data?
Join our latest customer webinar - an introduction into the world of custom data and how it can be leveraged to create customised reports, actionable insights and track valuable information across both matters and contacts.
100 years of the 19th Amendment
Manage Your Practice & Get Control Of Your Inbox
Lawyers face a daily productivity loss by jumping in and out of different programs & apps in order to complete legal work, manage clients, track time and keep files updated.
Join this recorded webinar to learn about:
• The impact of “context switching” (regular program changes & interruptions) on your firm’s productivity.
• How can you improve the quality of the data in your practice management system with real-time updates that are more complete, timely and accurate?
Actionstep is committed to meet lawyers where they already are – in the systems and places where they are most productive. We know lawyers spend significant time each day on email.
We will show you how Actionstep has brought everyday matter & practice management functionality right to your inbox with the release of the most comprehensive Outlook add-in available for law firms.
Actionstep gives law firms the freedom & tools to evolve & grow.
Actionstep will be attending this year’s ABA Techshow!