Everything you need to know about your clients
Give your clients a unique contact record, assign them to matters, see contact histories, billing detail, correspondence and all related files in one place to maintain a complete picture of your entire history with each individual client.
Whitepaper
Improving Client Experience Through Technology
Law firms need to be client-focused. That means implementing a system that consistently delivers stellar client experiences by ensuring that every touchpoint is handled with the utmost care and professionalism.
Create the perfect client experience with workflow
Exceptional client service differentiates your firm from the next. Leverage Actionstep's flexible workflow to create the perfect end-to-end client experiences. Workflows can automate processes and communications around client intake, matter management, file requirements, billing procedures (and any other client touchpoint). To make sure clients receive consistent levels of service and great experiences with every member of your team, every time.
Keep Clients Informed
Clients like to hear from you. But it can be hard to stay on top of who needs an update or who needs a service check-in. Actionstep can automate much of the matter progress related communications you normally do manually.
Tools such as ‘automatic email’ can notify your clients when a matter changes step automatically. Set tasks and reminders to nudge you or your team-members to check-in. Send SMS messages to make sure your clients know what's coming up. Our 'Client Portal' provides a space for clients to see all the latest updates and documents related to their file. This requires no extra effort, but can make a world of difference to your clients.
Show new enquiries you value their business
Using Actionstep’s Webforms, you can easily create a client intake or ‘Contact Us’ form for your website that connects directly to your sales workflow. Upon the website user submitting the form, all the actions on the first step are triggered, such as sending a thank you email and setting a follow-up task for a staff member.
Actionstep’s Webforms also help you to measure and report on response times. This can help you improve efficiency, increase your customer satisfaction, and prevent valuable leads from slipping away.
Sales Pipeline
Get the advantage over your competitors by proactively attracting, engaging, and retaining clients. Actionstep provides a powerful toolkit to help you manage your client relationships.
A structured sales pipeline is the key to maximizing the conversion of leads into paying clients. Actionstep allows you to create a workflow for managing all sales leads.
As you move through each step, automatic emails can be sent to your prospects, and follow-up reminders are created for staff. List views give you the big picture, help you understand your expected cash-flow, and highlight where you need to focus your attention
From the blog
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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.
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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 MoreIgnition Law Delivers Rapid Growth with Actionstep
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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 MoreIgnition Law Delivers Rapid Growth with Actionstep
London law firm, Ignition Law does things differently.
Read More