Simplify Your Client Communication
All-in-one communication & matter management means less time tracking down rouge emails, consolidating messages.
Secure Client Communications
For all of its benefits, email isn’t the most secure way to communicate and share files with clients. When you send an email, it can hop around the world from server to server, each having its own security and storage policies. Actionstep’s client portal allows you to setup an encrypted communication and document exchange platform for you and your client.
Easily Provide (Limited) Access
From within each matter, you can choose which external parties should have access to the client portal. By customizing permissions for users, you can control whether your clients can read, create, upload, or delete documents by folder. By limiting permissions to “upload only,” clients and external parties can upload documents to a folder, but not see the contents of that folder. This allows you to have several unrelated parties upload documents to a central folder and still retain confidentiality.
Instant Notifications
Each time a document has been uploaded or updated in the portal, users will get notified by email. There is also a built-in portal notification, located in the alert bar in Actionstep.
Collaborate in real time
Actionstep’s client portal contains a secure chat feature, where parties can exchange messages in real-time.
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 More
Client Experience & Pricing Innovation at Law Firms
We looked at two key topics at our October customer & community event. 1. Excellence in Client Experience and 2. Innovative Pricing Models in Challenging Times. We also heard from one leading firm - Bytherules Conveyancing - on how they used technology and pricing to disrupt the traditional legal sector and create successful outcomes for clients and their firm. Read our key takeaways and see how you can apply client experience and pricing innovation at your firm.
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 MoreClient Experience & Pricing Innovation at Law Firms
We looked at two key topics at our October customer & community event. 1. Excellence in Client Experience and 2. Innovative Pricing Models in Challenging Times. We also heard from one leading firm - Bytherules Conveyancing - on how they used technology and pricing to disrupt the traditional legal sector and create successful outcomes for clients and their firm. Read our key takeaways and see how you can apply client experience and pricing innovation at your firm.
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 MoreClient Experience & Pricing Innovation at Law Firms
We looked at two key topics at our October customer & community event. 1. Excellence in Client Experience and 2. Innovative Pricing Models in Challenging Times. We also heard from one leading firm - Bytherules Conveyancing - on how they used technology and pricing to disrupt the traditional legal sector and create successful outcomes for clients and their firm. Read our key takeaways and see how you can apply client experience and pricing innovation at your firm.
Read More