Integrations

Actionstep gives law firms the freedom & tools to evolve & grow.

Outlook is where we spend the most time working each day. With this comprehensive Outlook add-in for Office 365, Actionstep has brought everyday matter & practice management functionality right to your inbox. So you’ll get control of your inbox, streamline administrative processes and eliminate data entry duplication.

This is the most comprehensive Outlook add-in for law firms. Stay in Outlook while you:

• Get control of our inbox - bulk assign emails, attachments and email threads to matters
• Create new contacts & edit existing contacts
• Keep matter files updated in real-time with relevant documents, file activity & notes
• Stay on top of matter tasks - review, update & assign tasks
• Keep track of time & assign it to matters
• Automatically keep clients informed of matter developments

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

Installation

Please refer to the help centre article found here

Setting up Actionstep's Outlook add-in for Office 365​