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Actionstep

Name: Actionstep
Rating: 4.5 (2 reviews)

By Actionstep

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Highlights : About Actionstep

Accounting

Calendar

Client Billing

Client Management (CRM)

Client Portal

Conflict Check

Data Security

Document Automation

Document Management

Email

Marketing

Matter Management

Microsoft Office Integration

HotDocs Integration

Xero Integration

Reporting

Time Tracking

Trust Accounting

Webforms

Workflow

About Actionstep

Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate their workflow.Key functionalities include customer relationship management that helps to keep track of new as well as existing clients. A client-facing portal allows customers to log in to an online portal from where they can view their case related information, make payments, track deadlines and more. Users can also add customized file notes, schedule appointments, set tasks, generate documents and send emails from their dedicated portals.Actionstep also allows users to manage their accounting functions. Users can generate invoices for both fixed fee cases as well as time/appointment based cases. Actionstep is browser agnostic and can be accessed using a web-browser on Mac and PC desktops as well as mobile devices. The solution also supports integration with various external systems such as Google Mail, Microsoft Office, Xero, and HotDocs.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Increase staff productivity and firm profitability

All-in-one system with integrated matter management, document assembly, accounting, billing, CRM, and more

100% cloud-based and secure

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