Matter and client management
Automate your Practice using Workflow
Workflow is the key to transforming your law practice into an efficient business. You can create a unique set of steps and tasks for each matter type, 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.
Manage your Matters with Ease
Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.
Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.
Actionstep’s document management and automation system helps you stay on top of your paperwork.
Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.
Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.
Integrates with Microsoft Word
Actionstep works seamlessly with your local version of Microsoft Word. Using our Microsoft Office integration, you can open, edit, and save documents stored in Actionstep.
Microsoft Office Integration
Microsoft Office is still the tool of choice for most lawyers when it comes document editing, calendar, and email, and for good reason.
Microsoft Office Plugin
Actionstep has a plugin for Microsoft Office that connects to your Actionstep system - allowing you to access and edit files in Actionstep without leaving your Office software.
- Browse and open documents saved in Actionstep
- Create files in Word and save them to matters in Actionstep
- Create matter file notes
- Record time
- Create and edit tasks
- Save Outlook email messages to matters
Bi-directional synchronization allows your appointments in Outlook to show up instantly in Actionstep, and vice-versa.
Billing and Accounting
Complete Front and Back Office Functionality
Actionstep is one of the only legal practice management systems that has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting.
This means you only need one system to run your entire practice.
Integrated Client Accounting
If you hold client funds in your bank accounts then Actionstep’s comprehensive client accounting features help you manage these funds and stay in compliance with the authorities.