Actionstep is a cloud-hosted legal practice management tool built for midsize and growing firms. This integrated platform presents features to manage cases, accounting, billing, and invoicing, and empowers companies to automate their processes. The software offers customer relationship management functionality to help you to keep track of existing and new clients. Customers can access a client-facing portal to view their case details, track deadlines, make payments, and more.
With Actionstep, you can send emails from your dedicated portals, generate documents, set tasks, schedule appointments, and add customized file notes. The software can be accessed with a web browser on PC and Mac desktops, and mobile devices. It integrates easily with external tools like HotDocs, Xero, MS office, and Google Mail.
Actionstep is a robust online solution that offers law firms with rich features such as accounting management, trust accounting, payroll, email, calendar, and automated workflows. The program automates all processes to enable legal professionals to spend their time productively in delivering high quality service to their clients.
Actionstep allows you to create your own workflows that fit your practice areas and requirements. The platform automates these workflows thereby helping lawyers to do their jobs efficiently and boost their firm’s profits.
Actionstep enables you to use live data to produce wills, letters, and contracts in seconds. This handy feature enables you to create quality documents swiftly and easily.
Actionstep helps law firms to easily create a comprehensive digital file for each matter by using an inbuilt workflow. As all information about a particular matter is stored in a single location, attorneys can quickly and effortlessly search and find all the data they require. Samples of this easily accessible information include documents, emails, files, notes, and billing.
Other notable functions of Actionstep include email management which facilitates effortless email saving and documentation, calendar management to efficiently set and update schedules, appointments, etc., and client billing which enables you to bill clients in a timely and accurate manner.
Actionstep offers a free trial and 3 plans:
For single practice firms and solos
For boutique and multi-practice firms
* Prices exclude sales tax. Third-party integrations and optional add-ons may cost extra.