A ready-to-go practice management system
integrates easily with the tools you love
A customized system that automates your
and client management with tailored workflows
The full power of custom workflows and
automation combined with our heavy-weight general ledger
Keep track of all the "stuff" your business owns.
Price: $30 per user/month
Developed by OTB Consulting which has been developing workflow systems for law firms for 20 years.
Price: Available on request
Follow prospects from initial inquiry through to their engagement decision.
Deeds Management, with reminders and Secure Document Exchange (SDX).
Price: $25 per user/month*
Boost your productivity with seven detailed workflows for estate planning and elder law.
Manage your employees and recruiting processes.
Track deadlines, and utilize document automation and auto-assigned tasks to decrease administrative time and reduce errors.
Manage your client’s personal information to comply with GDPR European regulations.
Simple workflow for a variety of matters.
A simple workflow to allow you to manage Guardian/Conservatorship matters.
Delight your clients with this customer support add-on.
Keep track of your insurance policies and related documents.
Price: $10 per user/month
Manage the workflow of your criminal cases - developed by OTB Consulting.
Manage the workflow of your DUI cases - developed by OTB Consulting.
Manage the workflow of your family law cases - developed by OTB Consulting.
Price: $25 per user/month
The U.S. Litigation Package, designed and developed by OTB Consulting, customizes Actionstep for six common practice areas.
Manage the workflow of your personal injury cases - developed by OTB Consulting.
Manage the workflow of your workers' compensation cases - developed by OTB Consulting.
Gather information, track status, appeals, and recertification for a Medicaid application.
A secure repository to store all your password and login details.
Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.
Convert more leads into sales using a structured workflow.
Track attendee registrations, gather data and follow-up, and maintain ROI for each event.
Manage your estate planning matters with this simple workflow.
Track important data, deadlines, hearing dates, appeals & more, on Claimant's work history and health.