Actionstep Features

Actionstep is jam-packed with all the technology you need to run your firm.

Actionstep Features

Matter and client management

Automate your Practice using Workflow

Workflow is the key to transforming your law practice into an efficient business. You can create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan.

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Manage your Matters with Ease

Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.

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Client Management

Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.

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Actionstep’s document management and automation system helps you stay on top of your paperwork.

Document Automation

Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.

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Document Management

Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.

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Integrates with Microsoft Word

Actionstep works seamlessly with your local version of Microsoft Word. Using our Microsoft Office integration, you can open, edit, and save documents stored in Actionstep.

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Microsoft Office Integration

Manage Your Practice From Outlook & Get Control of Your Inbox

Outlook Add-in for Office 365

Actionstep has released the most comprehensive Outlook add-in for Office 365 available for law firms. This new Add-in gives firms using Office 365 a broad suite of practice management functions right in their inbox. 

This add-in reduces the productivity loss of constantly moving between programs and improves the quality of the data in Actionstep - because real time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device.

  • Get control of our inbox - assign emails, attachments and email threads to matters – clearly see what’s been filed
  • Manage contacts - Create new contacts & edit existing contacts
  • Manage matters - Keep matter files updated in real time with relevant documents, file activity & notes
  • Stay on top of matter tasks - review, update & create tasks
  • Keep track of time – Create & assign billable time to matters
  • Client communications - Automatically keep clients informed of matter developments

So you’ll get control of your inbox, streamline administrative processes and eliminate data entry duplication. Our Outlook Add-in for Office 365 reflects Actionstep’s broader goal to meet lawyers where they already are – in the systems and places where they are most productive - and enabling keep their practice and client systems up to date from there.  



Billing and Accounting

Complete Front and Back Office Functionality

Actionstep is one of the only legal practice management systems that has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting.

This means you only need one system to run your entire practice.

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Integrated Trust Accounting

If you hold client funds in your bank accounts then Actionstep’s comprehensive trust accounting features help you manage these funds and stay in compliance with the authorities.

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