Actionstep Overview
Actionstep is a modern, comprehensive law firm management platform tailored specifically for midsize law firms. Its primary purpose is to streamline legal practice management by providing tools that enhance efficiency, improve client communication, and manage profitability. Actionstep is designed for practice managers, firm administrators, IT managers, lawyers, and accounting managers who seek to elevate their firm's operational effectiveness and client satisfaction.
Actionstep Key Features
- Workflow Automation: Automate every step of your firm's processes, from client intake to case resolution, reducing manual tasks and increasing efficiency.
- Matter Management: Leverage templates and task automation to expedite matter progression, featuring intuitive status reporting to keep everyone informed.
- Document Management: Access, edit, and store legal documents securely in one central location, ensuring a streamlined workflow for all team members.
- Document Automation: Create personalized documents and emails swiftly with powerful automation features that save time and reduce errors.
- Calendaring: Stay updated on critical dates and appointments with an integrated calendar that enhances overall productivity through in-depth reporting.
- Email Management: Streamline how emails are sent and stored, automating processes to improve communication within the firm and with clients.
- Client Management: Enhance client relationships with automated workflows, ensuring a consistent and satisfactory client experience.
- Client Portal: Facilitate secure communication with clients, allowing them to access matter updates and share important documents conveniently.
- Accounting Suite: Handle financial management with multi-currency support, billing, time tracking, and trust accounting features to monitor profitability.
- CRM and Client Intake: Capture important client information and enhance client engagement through a streamlined CRM integrated with the client intake process.
- Reporting & Analytics: Gain insights into your firm's performance with detailed reports on productivity, finances, and client interactions to support data-driven decisions.
- Security: Ensure client data safety with industry-standard practices like multi-factor authentication and secure cloud-based hosting.
Actionstep is trusted by leading law firms worldwide, making it a go-to solution for those looking to improve their firm's operations and client interactions.
