Your Firm, Your Process
Workflow is the key to transforming your law practice into an efficient business. Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm.
Actionstep's workflow runs through all our features including CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more. So instead of being distracted by admin, lawyers get space in their day to focus on higher value client & operational activities.
Automate your firm
Keep your firm's work flowing with automation. Automate your work, matter progression, client management, your administrative processes and more with tailored workflows. Automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan
Ensured compliance
At each step, all required information is gathered and everything gets checked off before moving forward. This gives everyone in your firm a roadmap, ensuring everything goes according to plan.
Matter management made easy
Powerful automation tools are built right into your workflow. When a step changes, the system will automatically delegate tasks to the right staff member, inform your client of the matters progress, add deadlines to your calendar, and so much 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
Law Firm Workflow Management 101: What It is and Why You Need It
Here, we demystify what “workflow” means when it comes to legal practice management, along with six ways that legal workflow software can improve your firm’s internal processes, save time, and ultimately result in happier clients.
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 MoreLaw Firm Workflow Management 101: What It is and Why You Need It
Here, we demystify what “workflow” means when it comes to legal practice management, along with six ways that legal workflow software can improve your firm’s internal processes, save time, and ultimately result in happier clients.
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 MoreLaw Firm Workflow Management 101: What It is and Why You Need It
Here, we demystify what “workflow” means when it comes to legal practice management, along with six ways that legal workflow software can improve your firm’s internal processes, save time, and ultimately result in happier clients.
Read More