ActionStep is a powerful practice management system that does everything you need to manage a small law firm.
Features of Actionstep
- Matter Management: A complete electronic file for each matter with built-in workflow. Keep everything to do with the matter in one place (documents, email, file notes, parties, billing, etc.).
- Document Automation: Automatically generate letters, wills, and contracts in seconds using live data. Save time and increase quality. It’s a no-brainer!
- Time Recording: Easily record actual and billable time. Switch between running timers. Rate sheet overrides by matter type, client, and matter. Can’t remember what you worked on? No problem, our smart ‘Suggestions’ feature helps you fill in the gaps in your timesheet.
- Get Paid Online: Add a button to your invoices allowing your clients to pay instantly by credit card. The money comes into your bank and the bill gets automatically marked as paid. Brilliant!
- Workflow: Automate you firm by creating unique workflows for each practice area. Workflow boosts efficiency, quality, and profitability.
- Time Recording: Easily record actual and billable time. Switch between running timers. Rate sheet overrides by matter type, client, and matter. Can’t remember what you worked on? No problem, our smart ‘Suggestions’ feature helps you fill in the gaps in your timesheet.
- Email: Save you emails to matters. Automatically generate standard emails from templates. Use our Outlook and GMail plugins to easily upload messages and attachments to matters.
- Calendar: Share calendars with selected staff members. Automatically see matter and task dates on your calendar. Seamless bi-directional sync with Exchange, Office 365, and Google Calendars.
- Microsoft Office Integration: Our Windows MS Office plugin allows you to operate on Actionstep from within Outlook and Word. Open documents from Actionstep into your local version of Office and save automatically back to Actionstep.
- Conflict Check: Checking for conflicts of interest cannot be easier or more consistent. Actionstep’s “One-Click Conflict Check” does all the heavy lifting for you. Instantly save a PDF of the results to the matter or contact record.
- Client Billing: Get your bills out and get paid! Support for hourly and fixed fee billing arrangements. Easily recover costs by linking them to matters.
- General Ledger: No need for a separate accounting application. Actionstep includes a full-featured, multi-currency, multi-divisional general ledger with everything you would expect from a serious accounting system.
- Trust Accounting: Keep track of your Trust Accounts. Compliant with State Regulations.
- Get Paid Online: Add a button to your invoices allowing your clients to pay instantly by credit card. The money comes into your bank and the bill gets automatically marked as paid. Brilliant!
- Client Portal: Client expectations are changing. Give them a login to a secure portal where you can exchange documents and chat. So much better than email, and it gives your firm a progressive image.
- Custom Reporting: Easily create custom views of your data. Filter, sort, drag columns around – you’re in control! Get your favourite reports emailed to you daily or weekly.
- Marketing: Keep track of all your marketing activities and associated expenses. Link new clients to marketing campaigns so you can find out which campaigns are the most cost-effective.
- Sales-CRM: New client enquiries should be treated like gold! Don’t leave this to chance. Use a structured workflow to ensure that prospects get the attention they deserve, and lead them through to a successful engagement.
Our Expertise in ActionStep
We were the first to do a formal review of the ActionStep product when it was introduced into the United States. We were one of the first U.S. based implementation partners. We have built estate planning workflows, foreclosure workflows and litigation workflows for specialty litigations. We have also worked closely with ActionStep in refining the HotDocs integration and making sure it is feature-rich and capable.
