Webinars & Events

Connect with us as we transmit our most recent discoveries.

Webinars & Events
13 Feb
2020
11:30AM AEDT
  Webinar
Trust Accounting

In readiness for the end of another trust accounting year, this month’s Webinar focuses on Actionstep’s Trust Accounting features and functionality. 100% Trust compliant across Australia, Actionstep’s Trust Accounting is worth knowing, inside and out.

Hosted by Verlata Register

12 Mar
2020
11:30AM AEDT
  Webinar
Power BI Reporting

This FREE 45 minute webinar delves into using Actionstep with Power BI, a business analytics solution that brings your data to life with live dashboards and reports.

Hosted by Verlata Register

23 Apr
2020
11:30AM AEDT
  Webinar
Answering Your Burning Actionstep Questions!

This month we’re handing the webinar over to you – submit your burning questions and we will answer them for you!

Hosted by Verlata Register

14 May
2020
11:30AM AEDT
  Webinar
End of Month Reporting in Actionstep

This month’s webinar focuses on Actionstep’s built in reporting suite and in particular, the reports you should consider generating and reviewing at the end of every month. This session will also touch on how to set up KPIs for performance reporting.

Hosted by Verlata Register

11 Jun
2020
11:30AM AEDT
  Webinar
Actionstep Custom List Views

With the end of financial year fast approaching, this month’s webinar is all about custom reports (also known as list views) in Actionstep.

Hosted by Verlata Register

16 Jul
2020
11:30AM AEDT
  Webinar
Actionstep Key Integrations

This month’s Webinar discusses and demonstrates Actionstep’s key integrations - Xero, Bundledocs, Zapier and NetDocuments.

Hosted by Verlata Register

13 Aug
2020
11:30AM AEDT
  Webinar
Actionstep CRM, Sales & Marketing

This month’s Webinar focuses on Actionstep’s CRM and Sales & Marketing capabilities. Actionstep has a combination of features and configuration options that work together to create a platform for good CRM and we’ll show you how!

Hosted by Verlata Register

10 Sep
2020
11:30AM AEDT
  Webinar
Actionstep Webforms & Client Portal

This month’s webinar focuses on a couple of Actionstep’s funky features - Webforms and the Client Portal.

Webforms and the Client Portal are unique, clever and customisable features of Actionstep which allow you to connect with your clients, both prospective and current.

Hosted by Verlata Register

15 Oct
2020
11:30AM AEDT
  Webinar
Actionstep System Roles & Permissions

Actionstep has a comprehensive set of permissions, allowing you to control exactly what information and functions each of your users has access to. Want someone to be able to create a draft invoice but not approve it? Or to see trust balances but not enter any transactions? Easy!

Hosted by Verlata Register

12 Nov
2020
11:30AM AEDT
  Webinar
Actionstep Knowledge Base & Wiki

This month’s Webinar explores Actionstep’s resource storage features - the Knowledge Base and Wiki.

Hosted by Verlata Register

Past events

16 Jan
2020
11:30AM AEDT
  Webinar
What's new in Actionstep?

We’re starting the new year by sharing some new features! Actionstep has released several new features in the last few months, and we will be discussing these and demonstrating how to use them. If you’ve already tested some of them out, it’s also an opportunity to share your feedback and ask questions.


18 Nov
2019
1:00PM NZST
  Webinar
Increasing efficiency through integration - Actionstep

The seamless integration between Actionstep and InfoTrack makes conveyancing simple. Take advantage of the intelligent search functionality, and save time with built-in settlement and apportionment calculators, allowing you to improve productivity, increase profitability, and stimulate growth.


16 Oct
2019
12:00PM AEDT
  Webinar
Automate the worst parts of your legal life

Trends in the legal sector: The role of automation in creating more efficient legal practices. Routine processes & tasks that can & should be automated - Dan Hauck, Chief Product Officer, NetDocuments. Customer voice: Hamilton Locke is an Australian corporate finance legal practice with 40+ lawyers. Janelle Watts, Corporate Development Director, will discuss Hamilton Locke’s adoption of modern technology and how this has helped them to build a successful challenger brand with global reach. Product specific insights: A little showcase of some of the specifics discussed - showing automation in action through the well integrated NetDocuments & Actionstep systems - Tyler Bannerman, Actionstep Customer Growth.


26 Sep
2019
12:30PM GMT
  Webinar
Virtual Future: Turning Virtual Ways of Working into a USP  

Firms are adopting many different working models to become more flexible, retain their talent base and get closer to clients. Whether you have embraced life as a virtual law firm or are just considering ways to allow remote or flexible working arrangements, it’s clear  virtual ways of working are transforming the legal sector.


22 Aug
2019
12:00PM NZST
  Webinar
Embracing Change

Join us for our embracing change webinar for New Zealand law firms