Actionstep helps you put your clients at the center of everything you do & transform your firm’s productivity at every step.
Enjoy everything in one place: One software platform for CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more.
Its also software you won’t outgrow. Actionstep’s flexible configuration provides a complete firm management system for every step of your journey as a law firm. With unlimited scope to evolve & grow, get the freedom to be ambitious.
Let automation give you control: Automation, workflow, templates and tasks give you confidence in your process. Actionstep puts you in control of how things are done, without having to control every little thing.
For Microsoft 365 users: Actionstep’s Outlook Add-in is the most comprehensive available. While in Outlook: search and review matter files, access matter documents, edit file notes, set and complete tasks, track your time in real-time and get control of your inbox by assigning emails and attachments to matter files.
Wayne P.
Advanced user of Actionstep
★★★★★
Actionstep transformed our business
What do you like best?
Some many things. For starters, 100% secure, always available in any browser, cost effective.
Our firm is now delivering more legal service, fast and for less.
Clients and 3rd parties love the portals and our users now LOVE their case management system.
What do you dislike?
Less features / integration with Google workspace when compared to O365.
Recommendations to others considering the product:
IMO, Actionstep is a must view, just for it's powerful workflow capabilities and cloud pedigree alone. Of all the SaaS Practice Management Systems I reviewed only Actionstep had the simplicity and yet the underlying power and flexibility to run our legal practice of 40 users and support our rapid growth. Warning, if any PMS vendor cannot demonstrate their system running 'securely' on 'your' device, run a mile or just accept that your bottom-line will not be as good as in could be. Oh, and I'd highly recommend moving your business to Google Workspace for further massive cost reductions, productivity gains, security and availability uplifts. I'm happy to take questions.
What problems are you solving with the product? What benefits have you realized?
Productivity and service delivery consistency has dramatically increased as has profitability. 100% operational visibility of our business without a pesky spreadsheet in sight.
Review source: G2.com
