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
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.