Technology That Meets You Where You Already Work
Boost your productivity with our matter management hub for Microsoft Outlook 365.
Quickly Open Documents within Actionstep
As a decision maker in your firm, you want access to accurate, up-to-date information that can assist in driving your business forward. Actionstep’s new Enhanced Billing Mode includes powerful reporting tools that provide all the information you need about your billing, practice areas, staff, time recording, and clients. These reports are designed to help collate day-to-day details and strategic information about your firm and help you manage and grow your business more efficiently.
Easy Access to Matter Files
Actionstep lets you create, browse, open, edit, and save your Actionstep matter documents from right from within Microsoft Office. It’s just as easy as if they were stored on your local computer.
Assign Emails to Matters from Outlook
Search for a Matter by name or ID and quickly assign your current email to keep track of all matter correspondence in Actionstep.
Attachments
Select files attached to your email and upload them straight to a matter, and attach files from Actionstep when composing an email.
Calendar Sync
Bi-directional synchronization allows for your appointments in Outlook to show up instantly in Actionstep and vice-versa.
View Participants
View details about any participant, and send an email to multiple recipients on a matter. Find phone numbers, addresses, and other details all from within the add-on.
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 the assigned matter on the fly. View and read through previous file notes to see the status on your matter.
How to Find a Champion for Your Law Firm's Technology Project
Why do law firm technology projects fail to launch, grind to a standstill, or run over budget? You might be missing a key component that can help your firm cross the finish line when adopting new software: a project champion.
Read More
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.
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 More
Top 10 Tips to Optimize Your Law Firm’s Client Intake Process
Your law firm’s client intake process lays the groundwork for nurturing the firm’s most important driver of success: client relationships. In this guide, you’ll find 10 practical tips to optimize your legal matter intake procedures. Many will help your firm save time and reduce redundancies and errors.
Read More
Feature Spotlight: Outlook Add-In For Microsoft 365
Mark & Peter 💚 Actionstep's new Outlook Add-In Feature
Read MoreHow to Find a Champion for Your Law Firm's Technology Project
Why do law firm technology projects fail to launch, grind to a standstill, or run over budget? You might be missing a key component that can help your firm cross the finish line when adopting new software: a project champion.
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 MoreTop 10 Tips to Optimize Your Law Firm’s Client Intake Process
Your law firm’s client intake process lays the groundwork for nurturing the firm’s most important driver of success: client relationships. In this guide, you’ll find 10 practical tips to optimize your legal matter intake procedures. Many will help your firm save time and reduce redundancies and errors.
Read More