Microsoft Office Integration

Boost your productivity with Actionstep + Microsoft Office.

Quickly Open Documents within Actionstep

Open your Actionstep matter documents in Microsoft Word, Excel or PowerPoint software, make changes, and then save back to Actionstep. There’s no need to download, edit, save, and then re-upload.

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.

Actionstep Microsoft Office Integration
Actionstep Microsoft Office Integration

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 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 plugin.

Actionstep Microsoft Office Integration
Actionstep Microsoft Office Integration

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.

Download Microsoft Office Integration

Please note: some of these features are not yet available on MacOS.