Manage Your Day Where It Matters
Seamless & integrated.
Actionstep's integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm's profitability
Connect, Integrate, and Work Faster
Actionstep’s calendar allows you to open tasks and matters directly from the calendar screen, easily share your personal calendar with other users, and create shared calendars for resources such as boardrooms or shared schedules.
Link Appointments to Matters
Everything is connected. You can link your appointments to matters, open them from the calendar, and even view related appointments.
Calendar Sync
Connecting your existing Microsoft Exchange, Office 365, or Google Calendar to Actionstep’s calendar means you can view all your information from within the system, or your existing software, all in real-time.
Custom Calendar Reports
Using Actionstep’s flexible list view features, you can create custom calendar reports that combine appointments, matters, and accounting data. Much like other Actionstep list views, these can be exported to an Excel file, or emailed to you daily or weekly.
Cashflow
Cashflow is a shining example of the power of a fully-integrated system. When you add an appointment and link it to a matter, Actionstep can tell you if the client owes you money. This allows you to gently remind clients of any arrears when you meet with them. If you collect any money at the appointment, then you can record it through the calendar.
Actionstep Payments: Your FAQs Answered
Actionstep Payments is a new built-in feature that allows your law firm to accept flexible online payment options, including credit cards, debit cards, and ACH (echeck) within your Actionstep system. If you’re wondering about the specifics of Actionstep Payments, we’ve got you covered. Here are the answers to the most frequently asked questions.
Read More
Actionstep Unveils New Built-in Payments Solution – Actionstep Payments
Actionstep, a leading provider of cloud-based legal practice management software, announced the launch of Actionstep Payments, its new built-in, comprehensive payment solution, now available to Actionstep customers in the US.
Read MoreActionstep Payments: Your FAQs Answered
Actionstep Payments is a new built-in feature that allows your law firm to accept flexible online payment options, including credit cards, debit cards, and ACH (echeck) within your Actionstep system. If you’re wondering about the specifics of Actionstep Payments, we’ve got you covered. Here are the answers to the most frequently asked questions.
Read MoreActionstep Unveils New Built-in Payments Solution – Actionstep Payments
Actionstep, a leading provider of cloud-based legal practice management software, announced the launch of Actionstep Payments, its new built-in, comprehensive payment solution, now available to Actionstep customers in the US.
Read MoreActionstep Payments: Your FAQs Answered
Actionstep Payments is a new built-in feature that allows your law firm to accept flexible online payment options, including credit cards, debit cards, and ACH (echeck) within your Actionstep system. If you’re wondering about the specifics of Actionstep Payments, we’ve got you covered. Here are the answers to the most frequently asked questions.
Read MoreActionstep Unveils New Built-in Payments Solution – Actionstep Payments
Actionstep, a leading provider of cloud-based legal practice management software, announced the launch of Actionstep Payments, its new built-in, comprehensive payment solution, now available to Actionstep customers in the US.
Read More