Actionstep Practice Management

“Implementing Actionstep has meant that we didn’t need to incur the significant capital and ongoing cost of maintaining a server on-premise or in the cloud. We have found the system user-friendly and intuitive. I have heard it as likened to the ‘Xero’ for legal practice management software and wholly agree it has the potential to revolutionise the legal industry in a similar way.”

“Actionstep is a superb practice management system that has given us a distinct advantage in our market. Document generation is second to none. It makes us look sharp, with a level of efficiency that other firms will struggle to match.”

“We absolutely love Actionstep. It has been a big part of our growth from just 2 to 30 in 4 years.”

“We have many clients who have always used server-based software who have been contemplating going to a cloud solution. Because of the flexibility of Actionstep, and the depth of front and back-office flexibility, we have successfully migrated firms to Actionstep. The workflow and automation features have proven to be an important factor for our clients when it comes to increasing efficiency and profitability.”

“Some of the key benefits we have experienced with Actionstep are as follows: An excellent project management tool to progress cases in a transparent and efficient manner. Any member of staff can look into a case and in seconds and establish where the case is up to. Task management – the ability to schedule tasks and assign tasks with deadline to other members of staff is really useful. Invoicing from AS is really easy and efficient for our credit controller. AS is great for third parties that we work with e.g. our book keeper and credit controller who can access AS but we can restrict their access to certain access levels and read only access.”

“I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. We have been able to get our bills out more quickly and my bookkeeper loves it. The user interface is clean and the response rate is rapid. Information is so much easier to find in Actionstep than in the program we used before (PCLaw). The search function is powerful.”

“Today, we consider ourselves to be leaders in the use of true cloud-based technology to support our goal of delivering high-end legal services to our clients. Our people have been very surprised by the benefits of moving to a thoroughly modern practice management system. We believe if we can make our people happy, then we will make our clients happy. Actionstep and Advantage share our values and continue to work shoulder to shoulder with us to make everyone happy. Now that’s what I call collaboration! They have helped us to do more with less, for less!”