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.
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.
Search for a Matter by name or ID, and quickly assign your current email to keep track of all matter correspondence in Actionstep.
Select files attached to your email and upload them straight to a matter, and attach files from Actionstep when composing an email.
Bi-directional synchronization allows your appointments in Outlook to show up instantly in Actionstep, and vice-versa.
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.
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 to the assigned matter on the fly. View and read through previous file notes to see the status on your matter.