Outlook Add-in
Technology That Meets You Where You Already Work
Boost your productivity with our matter management hub for Microsoft Outlook.
The Most Organized Client Files & Inbox You've Ever Had
If you struggle with keeping your matters up to date and rely on your inbox to store important client data, Actionstep's Outlook add-in for Office 365, lets you manage your matters and organize your inbox as you work.
Get The Add-in
Increase Your Productivity
You face a daily productivity loss by jumping in and out of different programs & apps in order to complete legal work, manage clients, track time and keep files updated. With our Outlook Add-in you can stay in your inbox while you:
- Apply templated emails pulling information from your matter into your email
- Keep matter files updated in real-time with relevant documents, file activity & notes
- Stay on top of matter tasks - review, update & assign tasks
Matter Management Tools Right In Your Inbox
Reduce the need to jump between Outlook & your practice management system. Streamline administrative processes and eliminate duplicate data entry.
- Create new contacts & see existing contacts
- Keep track of time & assign it to matters
- Automatically keep clients informed of matter developments
Record Time
Need to enter hours for all the time you spend on your emails? Add an Actionstep task and record time with one click. Just choose your rate, enter your hours, and save.
Add File Notes
Add file notes to matters while you work in email. View and copy previous file notes to see the status on your matter and copy notes to your email.
Whitepaper: 7 Questions to Help You Decide Which Practice Management Software to Choose for Your Law Firm
Choosing software to help you run your firm and manage your client work takes time and research.
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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 MoreWhitepaper: 7 Questions to Help You Decide Which Practice Management Software to Choose for Your Law Firm
Choosing software to help you run your firm and manage your client work takes time and research.
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 MoreWhitepaper: 7 Questions to Help You Decide Which Practice Management Software to Choose for Your Law Firm
Choosing software to help you run your firm and manage your client work takes time and research.
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