We’re just delighted with the product. We just moved from LEAP to Actionstep it’s faster and so much more flexible. It’s a product you live your entire working day in Actionstep is a beautiful practice management system as it molds to me.

We have many clients who have always used server based software who have been contemplating going to a cloud solution. Because of the flexibility of Actionstep, and the depth of front and back office flexibility, we have successfully migrated firms to Actionstep. The workflow and automation features have proven to be an important factor for our clients when it comes to increasing efficiency and profitability.

I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. We have been able to get our bills out more quickly and my bookkeeper loves it. The user interface is clean and the response rate is rapid. Information is so much easier to find in Actionstep than in the program we used before (PCLaw). The search function is powerful.

Law is a dynamic industry, and I don’t want to be shackled to a practice management system that limits my ability to expand and adapt. Over the past 20 years I have used or test-driven most of the practice management systems created for lawyers, and I have found that Actionstep is the only one that gives me the tools and the flexibility to do what I want. I now have a web-based instruction form that a new client can complete, and which automatically populates the data fields in the Actionstep matter file. Each matter file has its own unique email address, so that all email communications are automatically linked to the relevant matter as they are created or received. Add to these all of the features found in other management systems, and the power of Actionstep is quite apparent. Nothing else comes close to Actionstep.

When comparing Actionstep with the practice management system of Regent Law, Actionstep won hands down. Actionstep has scaled up well. Support has been available with less than a 30 second wait for over 90% of our calls and the staff are extremely helpful and knowledgeable. This has allowed us to build a paperless office, and if it weren’t for a couple of dated government websites requiring Internet Explorer running on Windows only, and for a reliance (though decreasing) on Microsoft Word the world would be perfect. 3 months ago Regent Law used 3 rooms to store over 8000 physical files, which overflowed into all of the employees offices and desks. It was hard to locate files and to find where things were up to and who had done what. Now, other than 2 deeds cabinets, we have about 12 inches approximately of physical files and an empty matters cabinet. There are no physical files in lawyers offices, other than the 1 file they are currently working on. Instead of printing one ream of paper a day, we do less than 1 a week just documents for signing. Actionstep keeps track of who has done what when, and what is coming next when. It groups communications and documentation, and makes this information available through any web browser and can be accessed from tablets and mobiles. The Microsoft Word and email generation tools save time. We are moving towards using more an more of Actionstep’s features and will hopefully become more and more efficient and profitable. Going forward, as much as we believe that Actionstep gives us a competitive advantage and would like to be the only firm using it – in fairness we couldn’t recommend Actionstep enough.

My practice consists of Real Estate and Collections. It does not fall within a general “litigation” program. Actionstep allows the user to create a flowchart with step-by-step guidance for any variety of cases. Perfect for foreclosures, bankruptcies, etc. Customer service is great from start to finish and the price can’t be beat.

We have used Actionstep for 7 years. It is an indispensable tool to the running of our business. Most of our staff work remotely and Actionstep enables them to do this easily. We could not be happier with the functionality and features of the product, nor with the customer service.