Keep track of all the "stuff" your business owns.
Developed by OTB Consulting which has been developing workflow systems for law firms for 20 years.
Follow prospects from initial inquiry through to their engagement decision.
Deeds Management, with reminders and Secure Document Exchange (SDX).
Manage your employees and recruiting processes.
Track deadlines, and utilize document automation and auto-assigned tasks to decrease administrative time and reduce errors.
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.
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.
Manage the workflow of your personal injury cases - developed by OTB Consulting.
Manage the workflow of your workers' compensation cases - developed by OTB Consulting.
The U.S. Litigation Package has been designed to customize Actionstep for six common practice areas.
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.
Manage your estate planning matters with this simple workflow.