Actionstep Features Birmingham : Advantage Consulting

Actionstep Features

Actionstep is jam-packed with all the technology you need to run your firm.

Matter and client management

Automate your Practice using Workflow

Workflow is the key to transforming your law practice into an efficient business. You can create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan.

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Manage your Matters with Ease

Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.

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Client Management

Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.

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Actionstep’s document management and automation system helps you stay on top of your paperwork.

Document Automation

Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.

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Document Management

Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.

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Integrates with Microsoft Word

Actionstep works seamlessly with your local version of Microsoft Word. Using our Microsoft Office integration, you can open, edit, and save documents stored in Actionstep.

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Microsoft Office Integration

Microsoft Office is still the tool of choice for most lawyers when it comes document editing, calendar, and email, and for good reason.

Microsoft Office Plugin

Actionstep has a plugin for Microsoft Office that connects to your Actionstep system - allowing you to access and edit files in Actionstep without leaving your Office software.

  • Browse and open documents saved in Actionstep
  • Create files in Word and save them to matters in Actionstep
  • Create matter file notes
  • Record time
  • Create and edit tasks
  • Save Outlook email messages to matters

Calendar Sync

Bi-directional synchronization allows your appointments in Outlook to show up instantly in Actionstep, and vice-versa.



Billing and Accounting

Complete Front and Back Office Functionality

Actionstep is one of the only legal practice management systems that has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting.

This means you only need one system to run your entire practice.

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Integrated Client Accounting

If you hold client funds in your bank accounts then Actionstep’s comprehensive client accounting features help you manage these funds and stay in compliance with the authorities.

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All Features

  • Accounting
  • Add-ons and Integrations
  • Calendar
  • Client Accounting
  • Client Billing
  • Client Management
  • Client Portal
  • Conflict Check
  • Data Security
  • Document Automation
  • Document Management
  • Email
  • Enhanced Billing Mode
  • Marketing
  • Matter Management
  • Microsoft Office Integration
  • Mobile App
  • Reporting
  • Time Tracking
  • Webforms
  • Workflow