At the heart of Actionstep is a unique workflow engine. Build your matter processes into the system in a series of steps, decision trees, and tasks. Use automation tools to improve efficiency and profitability.
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.
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.
Powerful reporting tools let you see all your matters at a glance – what needs to be done next, who is responsible, and the time that the matter has been sitting idle. This helps you quickly and effectively manage your firm.