Webinars & Events

Connect with us as we transmit our most recent discoveries.

Webinars & Events
24 Sep
2020
11:00AM EDT
  Webinar
Custom List Views - Track your firms productivity & get the insights you need for accurate reporting

This month’s webinar focuses on Custom list views to help you to create customised reports within Actionstep. Custom list views can be created to track several different functions, such as matters, time entries and tasks. These lists will ensure you to stay on top of tasks within your business and track productivity, among a myriad of other use cases.

*This is a recorded webinar but any questions will be answered via email after the presentation. If you need support please do not hesitate to contact our team at customersuccess@actionstep.com. Attendees & absentees will be emailed the recording 24 hours after presentation.


8 Oct
2020
5:00PM EDT
  Webinar
Virtual Event - Big Bang or Evolution?

Innovation means different things for different firms. Operational excellence, business growth initiatives, client experience… What are the drivers of innovation at your firm? How do you prioritize? How do you manage change & measure success?

Join us to explore…

  • Rethinking how you market your law firm - today’s opportunities to stand out.
  • Firm story: How technology helped the evolution of a specialist commercial firm.
  • How to design an innovation approach that’s right for your firm.

With practical takeaways to help your firm evolve & grow

Find out more & reserve your spot here!


15 Oct
2020
11:30AM AEST
  Webinar
Actionstep System Roles & Permissions

Actionstep has a comprehensive set of permissions, allowing you to control exactly what information and functions each of your users has access to. Want someone to be able to create a draft invoice but not approve it? Or to see trust balances but not enter any transactions? Easy!

Hosted by Verlata Register

28 Oct
2020
11:30AM EDT
  Webinar
Marketing your law firm with Actionstep

Content marketing for law firms 101 + how to use Actionstep for Marketing

Hosted by Actionstep Register

11 Nov
2020
11:30AM EDT
  Webinar
Workflow - Supercharge your firm with Workflow

Workflow is the key to transforming productivity at every step at your law firm. Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm. Collect information, assign tasks, track progress, update clients and make sure everything is checked off before moving to the next step. Delegate to your staff with the assurance that everything will be done according to plan. With workflow, you can run your firm, your way. Join this session to learn why and how your firm can use Actionstep’s workflow technology to transform a whole range of activity within your firm such as client service, matter management or administrative processes. Open to all.

Hosted by Actionstep Register

17 Dec
2020
11:30AM EDT
  Webinar
New & Noteworthy @ Actionstep

Round - up of product releases, spotlight features and how tos…

Hosted by Actionstep Register

Past events

2 Sep
2020
11:30AM EDT
  Webinar
Data Driven Business Insights - Law Firm Reporting In Actionstep

Data-Driven Reporting

Get total visibility across the health of your firm with Actionstep reporting, custom lists, heads up rules and the option of 3rd party add-ons available through our marketplace for additional management insight for your firm. This session walks through how to get the most out of reporting features within Actionstep and looks at the value add of other tools available to enhance in-product reporting.

Hosted by Actionstep

12 Aug
2020
11:30AM EDT
  Webinar
New & Noteworthy @ Actionstep - Half Year in Review

Half-year in review

Round - up of Actionstep’s feature releases, updates, new add-ons and integrations so far this year.

Speakers

David Hepburn - Global President of Actionstep

Duncan McDougall - Product Manager

Hosted by Actionstep

28 Jul
2020
10:30AM EDT
  Webinar
Putting your data to work for better matter, client and practice insights

Your data is your most valuable asset. When you capture the right data, so many other activities get easier - from everyday work like document production, matter management and task automation to management activities like reporting, client experience management & firm planning.

Are you capturing the right data?

Is your data complete?

Can you get the insights you need from your data?

Join our latest customer webinar - an introduction into the world of custom data and how it can be leveraged to create customised reports, actionable insights and track valuable information across both matters and contacts.


24 Jun
2020
D.C Bar Conference 2020

100 years of the 19th Amendment


7 May
2020
12:30PM EDT
  Webinar
Practice Management In Your Inbox!

Manage Your Practice & Get Control Of Your Inbox ​

Lawyers face a daily productivity loss by jumping in and out of different programs & apps in order to complete legal work, manage clients, track time and keep files updated.

Join this recorded webinar to learn about:

• The impact of “context switching” (regular program changes & interruptions) on your firm’s productivity.

• How can you improve the quality of the data in your practice management system with real-time updates that are more complete, timely and accurate?​

Actionstep is committed to meet lawyers where they already are – in the systems and places where they are most productive. We know lawyers spend significant time each day on email.

We will show you how Actionstep has brought everyday matter & practice management functionality right to your inbox with the release of the most comprehensive Outlook add-in available for law firms. ​

Actionstep gives law firms the freedom & tools to evolve & grow.


2 Apr
2020
2:30PM CDT
  Webinar
Manage Your Practice & Get Control Of Your Inbox

Lawyers face a daily productivity loss by jumping in and out of different programs & apps in order to complete legal work, manage clients, track time and keep files updated.

​Join this webinar to learn about the impact on “context switching” (regular program changes & interruptions) on your firm’s productivity. How can you improve the quality of the data in your practice management system with real-time updates that are more complete, timely and accurate?​

Actionstep is committed to meet lawyers where they already are – in the systems and places where they are most productive. We know lawyers spend significant time each day on email. We will show you how Actionstep has brought everyday matter & practice management functionality right to your inbox with the release of the most comprehensive Outlook add-in available for law firms. ​

Actionstep gives law firms the freedom & tools to evolve & grow.


25 Mar
2020
2:00PM CDT
  Webinar
Actionstep Outlook Add-in for Office 365 Webinar

Manage Your Practice From Outlook ​

Actionstep has brought everyday matter & practice management functionality right to your inbox with the release of the most comprehensive Outlook add-in available for law firms. ​

Actionstep Customers are invited to this webinar to learn how Actionstep’s Outlook add-in for Office 365 lets you get control of your inbox, streamline administrative processes and eliminate data entry duplication. ​

Outlook is where we spend the most time working each day. The goal of the add-in is to reduce the productivity loss of moving between systems and to improve the quality the data in your practice management system, because real time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device. ​

Stay in Outlook while you: ​

Get control of our inbox - bulk assign emails, attachments and email threads to matters ​

Create new contacts & edit existing contacts ​

Keep matter files updated in real time with relevant documents, file activity & notes ​

Stay on top of matter tasks - review, update & assign tasks ​

Keep track of time & assign it to matters ​

Automatically keep clients informed of matter developments ​

Based on a deep understanding of how lawyer’s work, Actionstep’s Outlook Add-in for Office 365 echoes our broader goal to meet lawyers where they already are – in the systems and places where they are most productive - and enabling keep their practice and client systems up to date. ​

Actionstep gives law firms the freedom & tools to evolve & grow. ​


26 Feb
2020
ABA Techshow 2020

Actionstep will be attending this year’s ABA Techshow!


10 Dec
2019
Richmond Legal Tech Meet Up

Get back to practicing law..