Grow your firm
Provide your clients with exceptional service right from the get-go. Actionstep gives you all the marketing, prospecting, and CRM tools you need to find and win new business.
Estate Planning & Elder Law Practice Management Software
Actionstep is the #1 Legal Practice Management Software for Estate Planning & Elder Law firms, helping you grow your firm, better serve your clients, and automate your practice.
Actionstep has been trusted and loved by lawyers specializing in Estate Planning for over a decade.
Better service, higher returns
Create a ‘wow’ moment with your clients. Annual maintenance triggers remind you when it’s time to contact clients again – helping increase revenue opportunities, improve your service, and build relationships with your clients and their families.
Goodbye to Repetition
Give your keyboard a rest and focus on the more important stuff. Actionstep lets you generate documents and emails in a flash, and automatically assigns tasks to the right staff member at the right time.
Keep clients data safe
Your clients will love using Actionstep’s secure client portal to view, download, and upload their documents.
And that’s just the beginning. Actionstep has absolutely everything you need to power your Estate Planning practice.
Actionstep enabled us to build our internal procedures into automatically-generated tasks and workflows, and in combination with other customizable features, it has streamlined processes, improved communication, and allowed us to serve our clients more efficiently. It has been an integral part of our firm’s growth and success over the past two years.
-Malinda Joshi, Elder Law of East Tennessee
Add-ons
Actionstep allows you to quickly build your own workflows and utilize your existing document templates for document automation. You also have the option to use one or more of these great third-party prebuilt packages.
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ElderSystems Elder Law and Estate Planning PackageBoost your productivity with seven detailed workflows for estate planning and elder law.
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Estate Planning
Track deadlines, and utilize document automation and auto-assigned tasks to decrease administrative time and reduce errors.
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Guardian / ConservatorshipA simple workflow to allow you to manage Guardian/Conservatorship matters.
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Medicaid
Gather information, track status, appeals, and recertification for a Medicaid application.
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Probate
Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.
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Simple Estate Planning WorkflowManage your estate planning matters with this simple workflow.
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Trust Administration
Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.
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