Banking and Finance Law Software
Actionstep's practice management software helps banking & finance lawyers keep on top of document versions, files organized and clients up to date.
Actionstep's practice management software helps banking & finance lawyers keep on top of document versions, files organized and clients up to date.
Banking & finance practices deal with complex deal structures involving data-rich, regularly negotiated documents and many associated contacts.
Actionstep helps to reduce complexity by breaking processes down into steps & decision trees - automatically triggering notifications, tasks and file updates. So you can keep on top of document versions, keep files organized and keep clients up to date.
Actionstep has a robust conflict check process, so you can quickly search all your matters, emails, and contacts for potential conflicts with one click. A downloadable report with a date and time stamp ensures your back is covered.
Create ‘wow’ moments with your clients. Workflow notifications/tasks remind you when it’s time to contact clients again – helping increase revenue opportunities, improve your service, and build relationships with your clients and other parties.
Give your keyboard a rest and focus on the more important stuff. Actionstep lets you generate documents and emails in a flash, and automatically assigns tasks to the right staff member at the right time.
It's vital to keep client's data safe - particularly in relation to sensitive financial information. Your clients will love using Actionstep’s secure client portal to view, download, and upload their documents and track matter progress.
Custom list views and automated reports let you see what stage your matters are at, how productive your teams are, fee collections or outstanding and full visibility across the health of your practices.
Provide your clients with exceptional service. Actionstep gives you all the marketing, prospecting, and CRM tools you need to find and win new business.